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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	SGAM Smith Group Asset Management Dallas, Texas	$280M	+$49M	9	8.11%	Increased
402	TCM Tybourne Capital Management Hong Kong	$279M	-$81.2M	1	12.45%	Reduced
403	MC Maplelane Capital New York	$277M	+$243M	8	5.92%	Increased
404	HAM HHR Asset Management Berkeley Heights, New Jersey	$277M	+$8.72M	5	14.81%	Increased
405	SCM Shapiro Capital Management Atlanta, Georgia	$275M	+$4.79M	3	5.98%	Increased
406	Advisors Asset Management Monument, Colorado	$274M	+$21.2M	25	4.65%	Increased
407	Mutual of America Capital Management New York	$274M	-$14.7M	20	4.07%	Reduced
408	BB&T Securities Richmond, Virginia	$274M	-$8.51M	18	2.92%	Reduced
409	LCG Luxor Capital Group New York	$273M	-$93M	6	7.72%	Reduced
410	MCM Manchester Capital Management Manchester, Vermont	$271M	+$2.55M	12	41.16%	Increased
411	PC Pelham Capital London, United Kingdom	$271M	-$16.7M	1	53.11%	Reduced
412	AI AIA International Hong Kong	$270M	-$6.6M	2	73.44%	Reduced
413	AEGON Asset Management (UK) Edinburgh, United Kingdom	$270M	-$53.3M	5	6.62%	Reduced
414	AWM Ashmore Wealth Management Wilmington, Delaware	$269M	-$18.6M	2	14.08%	Reduced
415	TAM Tyers Asset Management Austin, Texas	$269M	-$10.3M	13	9.19%	Reduced
416	MVP Miller Value Partners Sarasota, Florida	$268M	-$34.6M	5	9.99%	Reduced
417	MSA Mason Street Advisors Milwaukee, Wisconsin	$267M	-$6M	18	5.84%	Reduced
418	Moore Capital Management New York	$266M	-$327M	5	6.51%	Reduced
419	CLC Charles-Lim Capital Central, Hong Kong	$265M	-$65M	3	60.24%	Reduced
420	AG Alibaba Group Causeway Bay, Hong Kong	$264M	$0	2	20.62%	Maintained
421	ACM Atlanta Capital Management Atlanta, Georgia	$262M	-$2.2M	1	1.32%	Reduced
422	CCI Columbus Circle Investors	$260M	-$114M	6	5.37%	Reduced
423	BCM Bares Capital Management Austin, Texas	$259M	+$2.01M	1	9.03%	Increased
424	Blackhill Capital Morristown, New Jersey	$258M	-$2.14M	3	45.95%	Reduced
425	Scotia Capital Toronto, Ontario, Canada	$257M	+$1.83M	12	3.58%	Increased