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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	MCIM Meadow Creek Investment Management Atlanta, Georgia	$243M	-$5.37M	16	5.28%	Reduced
402	Aristotle Capital Management Los Angeles, California	$242M	-$357K	3	1.68%	Reduced
403	DFO Duquesne Family Office New York	$242M	-$153M	2	12.2%	Reduced
404	Mutual of America Capital Management New York	$239M	+$9.76M	13	3.65%	Increased
405	Penserra Capital Management Orinda, California	$239M	+$69.7M	26	31.48%	Increased
406	MVP Miller Value Partners Sarasota, Florida	$239M	+$20.2M	6	10.17%	Increased
407	Scotia Capital Toronto, Ontario, Canada	$238M	+$7.59M	12	3.18%	Increased
408	Capital Fund Management (CFM) Paris, France	$238M	-$32.4M	17	1.31%	Reduced
409	Driehaus Capital Management Chicago, Illinois	$237M	+$18M	18	9%	Increased
410	Letko, Brosseau & Associates Montreal, Quebec, Canada	$236M	-$21.3M	4	2.08%	Reduced
411	Jacobs Levy Equity Management Florham Park, New Jersey	$236M	+$2.19M	17	4.15%	Increased
412	MSA Mason Street Advisors Milwaukee, Wisconsin	$235M	-$3.33K	19	5.27%	Reduced
413	Lyrical Asset Management New York	$234M	+$8.65M	1	2.87%	Increased
414	MC Montag & Caldwell Atlanta, Georgia	$234M	+$57M	3	7.38%	Increased
415	MUFG Securities EMEA London, United Kingdom	$234M	+$123M	4	5.44%	Increased
416	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$230M	-$3.85M	5	10.75%	Reduced
417	Nicholas Company Milwaukee, Wisconsin	$230M	-$23.1M	6	5%	Reduced
418	Rothschild & Co Asset Management US Stamford, Connecticut	$230M	+$19.8M	5	2.43%	Increased
419	VFA Virtus Fund Advisers Hartford, Connecticut	$229M	-$6.59M	5	2.25%	Reduced
420	MAMU Marathon Asset Management (UK) London, United Kingdom	$228M	+$9.73M	5	3.51%	Increased
421	NTC NF Trinity Capital Central, Hong Kong	$228M	+$17.3M	5	29.6%	Increased
422	HP Holowesko Partners Nassau, Bahamas	$227M	+$46.6M	3	14.32%	Increased
423	VM Valinor Management New York	$226M	-$48.3M	2	6.7%	Reduced
424	Nissay Asset Management Tokyo, Japan	$226M	+$220M	13	6.88%	New
425	Waverton Investment Management London, United Kingdom	$226M	-$1.25M	3	13.2%	Reduced