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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	VFA Virtus Fund Advisers Hartford, Connecticut	$218M	-$10.5M	6	2.16%	Reduced
402	Discovery Capital Management South Norwalk, Connecticut	$218M	+$28.6M	2	5.29%	Increased
403	WBC Westpac Banking Corp Sydney, Australia	$216M	-$638M	14	4.76%	Reduced
404	MN Services Vermogensbeheer The Hague, Netherlands	$216M	+$182M	11	5.93%	Increased
405	MCM McKinley Capital Management Anchorage, Alaska	$216M	-$13.3M	6	8.09%	Reduced
406	Lyrical Asset Management New York	$215M	+$38.1M	1	3.02%	Increased
407	Zurich Insurance Group Zurich, Switzerland	$213M	-$4.78M	12	6.04%	Reduced
408	VCM Valiant Capital Management San Francisco, California	$211M	-$25.9M	3	11.49%	Reduced
409	GTP Global Thematic Partners New York	$211M	-$61.3M	6	6.79%	Reduced
410	NA Newport Asia San Francisco, California	$210M	+$15.3M	2	34.53%	Increased
411	HP Holowesko Partners Nassau, Bahamas	$209M	-$79.2M	3	14.07%	Reduced
412	I.G. Investment Management Winnipeg, Manitoba, Canada	$208M	-$48.2M	8	1.08%	Reduced
413	MVP Miller Value Partners Sarasota, Florida	$208M	-$10.8M	5	8.44%	Reduced
414	Cambridge Investment Research Advisors Fairfield, Iowa	$208M	+$171M	16	3.06%	Increased
415	Walleye Trading New York	$208M	+$125M	29	1.28%	Increased
416	JC Joho Capital New York	$207M	-$173M	2	42.68%	Reduced
417	AVC Arlington Value Capital Salt Lake City, Utah	$206M	+$28.8M	2	23.57%	Increased
418	VanEck Associates New York	$205M	-$19.5M	7	1.12%	Reduced
419	Blackhill Capital Morristown, New Jersey	$205M	+$1.5M	3	39.23%	Increased
420	QI QV Investors Calgary, Alberta, Canada	$204M	+$111M	2	4.75%	Increased
421	CLC Charles-Lim Capital Central, Hong Kong	$202M	-$12.1M	2	50.73%	Reduced
422	Bridgeway Capital Management Houston, Texas	$202M	+$5.25M	20	2.44%	Increased
423	LCG Luxor Capital Group New York	$201M	+$24.8M	3	13.98%	Increased
424	MSA Mason Street Advisors Milwaukee, Wisconsin	$198M	+$1.06M	19	4.96%	Increased
425	Williams Jones & Associates New York	$197M	+$1.6M	7	4.97%	Increased