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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

Food Delivery Marketplaces

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	VCM Valiant Capital Management San Francisco, California	$206M	-$37.2M	3	11.26%	Reduced
402	Martingale Asset Management Boston, Massachusetts	$202M	-$55.2M	8	2.92%	Reduced
403	SRS Investment Management New York	$198M	+$85.8M	2	4.74%	Increased
404	FP FPR Partners San Francisco, California	$197M	+$21.1M	1	4.25%	Increased
405	MCM McKinley Capital Management Anchorage, Alaska	$196M	+$14.1M	6	7.21%	Increased
406	LSCM Light Street Capital Management Palo Alto, California	$196M	-$24.4M	5	15.74%	Reduced
407	CIP Champlain Investment Partners Burlington, Vermont	$195M	+$57.6M	2	2.56%	Increased
408	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$194M	+$183M	29	3.65%	New
409	ACM Atlanta Capital Management Atlanta, Georgia	$192M	-$62.4M	2	1.18%	Reduced
410	BB&T Securities Richmond, Virginia	$192M	+$11.9M	12	2.62%	Increased
411	MSA Mason Street Advisors Milwaukee, Wisconsin	$191M	+$361K	18	4.92%	Increased
412	CCP Clough Capital Partners Boston, Massachusetts	$190M	+$86.7M	4	12.07%	Increased
413	Snyder Capital Management San Francisco, California	$190M	+$15.8M	2	10.02%	Increased
414	Williams Jones & Associates New York	$189M	+$20.5M	6	4.94%	Increased
415	AGF Investments Inc Toronto, Ontario, Canada	$189M	+$2.95M	10	2.06%	Increased
416	CG Cutler Group San Francisco, California	$188M	-$26M	48	7.83%	Reduced
417	Bridgeway Capital Management Houston, Texas	$188M	+$65.3M	19	2.27%	Increased
418	Flossbach Von Storch Cologne, Germany	$187M	+$27.1M	5	2.86%	Increased
419	OAM Origin Asset Management London, United Kingdom	$185M	+$20.9M	7	11.53%	Increased
420	Mutual of America Capital Management New York	$185M	+$1.39M	11	3.27%	Increased
421	VanEck Associates New York	$184M	-$1.18M	9	0.81%	Reduced
422	FI Fosun International Hong Kong, China	$184M	+$9.73M	2	22.97%	Increased
423	Waverton Investment Management London, United Kingdom	$183M	+$1.27M	3	11.55%	Increased
424	Rothschild & Co Asset Management US Stamford, Connecticut	$183M	-$4.66M	7	2.1%	Reduced
425	PFU Parus Finance (UK) London, United Kingdom	$183M	-$18.5M	7	31.89%	Reduced