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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	MSA Mason Street Advisors Milwaukee, Wisconsin	$229M	+$238K	19	5.57%	Increased
402	Rathbones Group Liverpool, United Kingdom	$229M	+$31.8M	6	8.77%	Increased
403	SGAM Smith Group Asset Management Dallas, Texas	$229M	-$31.5M	7	8.08%	Reduced
404	TAM Tyers Asset Management Austin, Texas	$229M	-$170K	15	9.15%	Reduced
405	MG Meritage Group San Francisco, California	$228M	-$22.7M	1	5.4%	Reduced
406	AWM Ashmore Wealth Management Wilmington, Delaware	$228M	-$129K	3	15.81%	Reduced
407	Avalon Investment & Advisory Houston, Texas	$227M	+$127M	7	5.87%	Increased
408	SA SQ Advisors Naples, Florida	$226M	+$50.2M	1	8.64%	Increased
409	Dai-ichi Life Insurance Company Tokyo, Japan	$225M	-$4.35M	12	6.12%	Reduced
410	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$222M	$0	1	86.33%	Maintained
411	First Pacific Advisors El Segundo, California	$222M	+$14.8M	5	2.11%	Increased
412	CIP Champlain Investment Partners Burlington, Vermont	$222M	-$5.57M	2	2.25%	Reduced
413	Lyrical Asset Management New York	$220M	-$4.5M	1	3.32%	Reduced
414	Hardman Johnston Global Advisors Stamford, Connecticut	$219M	+$3.46M	3	11.31%	Increased
415	RA Rovida Advisors Fort Lauderdale, Florida	$218M	+$33M	3	18.04%	Increased
416	Waverton Investment Management London, United Kingdom	$217M	+$7.1M	4	13.16%	Increased
417	Blackhill Capital Morristown, New Jersey	$217M	+$1.96M	3	41.55%	Increased
418	AI AIA International Hong Kong	$217M	+$8.67M	3	76.61%	Increased
419	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$216M	-$3.26M	9	8.84%	Reduced
420	PC Pelham Capital London, United Kingdom	$215M	+$34M	2	33.76%	Increased
421	Manning & Napier Group Fairport, New York	$212M	-$104M	9	2.58%	Reduced
422	ACM Atlanta Capital Management Atlanta, Georgia	$212M	-$1.26M	1	1.17%	Reduced
423	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$210M	+$2.8M	10	2.25%	Increased
424	PineBridge Investments New York	$209M	+$8.04M	13	4.65%	Increased
425	AustralianSuper Melbourne, Australia	$207M	+$38.1M	2	3.22%	Increased