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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	Tocqueville Asset Management New York	$329M	+$33.8M	12	8.17%	Increased
402	SIG Senator Investment Group New York	$326M	+$136M	2	11.81%	Increased
403	Davenport & Co Richmond, Virginia	$324M	+$22.4M	13	4.66%	Increased
404	Generation Investment Management London, United Kingdom	$323M	-$103M	1	2.3%	Reduced
405	AEGON Asset Management (UK) Edinburgh, United Kingdom	$321M	+$45.1M	7	9.24%	Increased
406	NCA Newbrook Capital Advisors New York	$321M	-$164M	5	35%	Reduced
407	MSA Mason Street Advisors Milwaukee, Wisconsin	$317M	+$162K	21	7.29%	Increased
408	ARK Investment Management St. Petersburg, Florida	$317M	+$22M	13	7.9%	Increased
409	Personal Capital Advisors Redwood City, California	$315M	+$536K	9	3.11%	Increased
410	Boston Trust Walden Boston, Massachusetts	$315M	-$46.3M	7	5.02%	Reduced
411	Advisors Asset Management Monument, Colorado	$314M	+$11.2M	28	7.29%	Increased
412	SEP Soma Equity Partners San Francisco, California	$313M	+$142M	3	17.6%	Increased
413	BPIH Broad Peak Investment Holdings Singapore	$313M	+$116M	5	36.49%	Increased
414	Oregon Public Employees Retirement Fund Tigard, Oregon	$312M	+$41.8M	24	5.38%	Increased
415	CC Cederberg Capital London, United Kingdom	$312M	-$81.7M	3	53.23%	Reduced
416	PointState Capital New York	$312M	-$7.42M	6	15.52%	Reduced
417	PIA Piedmont Investment Advisors Durham, North Carolina	$311M	+$20.8M	17	12.3%	Increased
418	B BP London, United Kingdom	$306M	-$5.14M	20	13.12%	Reduced
419	Segall Bryant & Hamill Chicago, Illinois	$306M	-$13.6M	16	6.21%	Reduced
420	Aspex Management (HK) Central, Hong Kong	$304M	-$3.3M	4	42.08%	Reduced
421	Dai-ichi Life Insurance Company Tokyo, Japan	$303M	+$154K	18	11.64%	Increased
422	MVIP Mar Vista Investment Partners Los Angeles, California	$300M	+$15.3M	3	9.1%	Increased
423	LT Lindsell Train London, United Kingdom	$300M	-$47M	1	6.39%	Reduced
424	TC Tarsadia Capital New York	$299M	+$137M	3	28.98%	Increased
425	Elliott Investment Management West Palm Beach, Florida	$298M	+$345M	1	5.52%	New