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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	PointState Capital New York	$252M	-$127M	3	2.74%	Reduced
402	NA Newport Asia San Francisco, California	$251M	-$4.8M	2	38.83%	Reduced
403	Equity Investment Corp Atlanta, Georgia	$251M	-$44.5M	4	8.32%	Reduced
404	OAM Origin Asset Management London, United Kingdom	$251M	-$51.3M	8	15.76%	Reduced
405	Aristotle Capital Management Los Angeles, California	$248M	+$765K	4	1.67%	Increased
406	Voloridge Investment Management Jupiter, Florida	$248M	-$214M	12	5.84%	Reduced
407	HAM HHR Asset Management Berkeley Heights, New Jersey	$247M	-$40.9M	4	14.15%	Reduced
408	MSA Mason Street Advisors Milwaukee, Wisconsin	$247M	-$473K	19	5.65%	Reduced
409	AG Alibaba Group Causeway Bay, Hong Kong	$246M	$0	2	16.31%	Maintained
410	Marshall Wace Asia Central, Hong Kong	$245M	-$108M	5	7.57%	Reduced
411	SCGE Management Menlo Park, California	$245M	+$3.62M	3	28.42%	Increased
412	FP FPR Partners San Francisco, California	$243M	-$9.77M	1	5.65%	Reduced
413	Jericho Capital Asset Management New York	$243M	-$94M	3	13.3%	Reduced
414	State of Alaska Department of Revenue Juneau, Alaska	$242M	+$36.1M	25	5.04%	Increased
415	NCA Newbrook Capital Advisors New York	$242M	+$102M	4	17.56%	Increased
416	AVC Arlington Value Capital Salt Lake City, Utah	$242M	-$34.7M	2	20.01%	Reduced
417	Nissay Asset Management Tokyo, Japan	$239M	+$519K	14	7.47%	Increased
418	ACM Atlanta Capital Management Atlanta, Georgia	$238M	-$16M	1	1.23%	Reduced
419	MVP Miller Value Partners Sarasota, Florida	$238M	-$18.6M	6	9.92%	Reduced
420	SCM Shapiro Capital Management Atlanta, Georgia	$238M	+$97.2M	3	5.57%	Increased
421	Advisors Asset Management Monument, Colorado	$238M	+$12.9M	24	3.98%	Increased
422	River Road Asset Management Louisville, Kentucky	$237M	-$19.5M	4	4.81%	Reduced
423	Cullen/Frost Bankers San Antonio, Texas	$236M	+$36.1M	7	6.95%	Increased
424	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$236M	-$36.3M	5	0.38%	Reduced
425	LT Lindsell Train London, United Kingdom	$235M	+$2.04M	1	6.21%	Increased