← All themes

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	Hardman Johnston Global Advisors Stamford, Connecticut	$300M	+$34.7M	3	13.71%	Increased
402	MSA Mason Street Advisors Milwaukee, Wisconsin	$299M	+$4.68M	21	6.14%	Increased
403	MAM Myriad Asset Management North Point, Hong Kong	$298M	-$7.66M	5	30.57%	Reduced
404	PAR Capital Management Boston, Massachusetts	$297M	-$7.19M	8	5.14%	Reduced
405	Sterling Capital Management Charlotte, North Carolina	$294M	-$10.5M	9	2.79%	Reduced
406	SCM Steadfast Capital Management New York	$293M	+$256M	3	3.99%	Increased
407	ACM Atlanta Capital Management Atlanta, Georgia	$292M	+$60.1M	2	1.27%	Increased
408	TimesSquare Capital Management New York	$292M	-$28.4M	7	2.58%	Reduced
409	Blackhill Capital Morristown, New Jersey	$292M	+$856K	3	46.13%	Increased
410	Huntington National Bank Columbus, Ohio	$288M	-$7.46M	33	4.64%	Reduced
411	Oregon Public Employees Retirement Fund Tigard, Oregon	$286M	-$7.54M	25	3.76%	Reduced
412	TAM Tyers Asset Management Austin, Texas	$286M	-$374K	16	9.46%	Reduced
413	AWM Ashmore Wealth Management Wilmington, Delaware	$286M	+$10.6M	4	18.05%	Increased
414	Personal Capital Advisors Redwood City, California	$286M	+$11.4M	9	2.72%	Increased
415	CBT Capital Bank & Trust Irvine, California	$285M	-$27.4M	21	3.96%	Reduced
416	Advisors Asset Management Monument, Colorado	$285M	+$1.07M	34	5.24%	Increased
417	Mariner Overland Park, Kansas	$285M	+$8.3M	6	3.4%	Increased
418	Carson Wealth (CWM LLC) Omaha, Nebraska	$282M	$0	54	2.24%	Maintained
419	RA Rovida Advisors Fort Lauderdale, Florida	$281M	+$15.7M	3	16.61%	Increased
420	AustralianSuper Melbourne, Australia	$279M	-$1.6M	3	2.64%	Reduced
421	Dai-ichi Life Insurance Company Tokyo, Japan	$279M	+$7.14M	17	6.65%	Increased
422	WorldQuant Millennium Advisors New York	$278M	-$45.5M	6	5.41%	Reduced
423	ARK Investment Management St. Petersburg, Florida	$278M	+$65.2M	13	6.07%	Increased
424	Rockefeller Capital Management New York	$277M	+$13.7M	33	3.76%	Increased
425	GVI Green Valley Investors Wilmington, Delaware	$276M	$0	2	15.68%	Maintained