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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	Jericho Capital Asset Management New York	$396M	+$337M	5	24.87%	Increased
402	Oregon Public Employees Retirement Fund Tigard, Oregon	$396M	+$41.5M	23	6%	Increased
403	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$396M	-$10.2M	24	10.04%	Reduced
404	Cardano Risk Management Rotterdam, Netherlands	$395M	+$3.36M	2	45.67%	Increased
405	SBLIC Security Benefit Life Insurance Company Topeka, Kansas	$391M	+$473M	2	23.63%	New
406	DF Dent & Co Baltimore, Maryland	$389M	+$39.2M	9	5.48%	Increased
407	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$389M	-$2.59M	8	15.52%	Reduced
408	TIAA FSB Jacksonville, Florida	$387M	-$20.2M	8	1.53%	Reduced
409	CFM Coronation Fund Managers Cape Town, South Africa	$387M	-$220M	12	21.49%	Reduced
410	Johnson Investment Counsel Cincinnati, Ohio	$386M	+$11.4M	11	5.48%	Increased
411	CP Coho Partners Berwyn, Pennsylvania	$386M	-$18.9M	3	7.19%	Reduced
412	Bahl & Gaynor Cincinnati, Ohio	$385M	+$70.7M	7	2.54%	Increased
413	Mirova US Boston, Massachusetts	$385M	+$108M	2	8.28%	Increased
414	PAR Capital Management Boston, Massachusetts	$384M	+$165M	4	12.89%	Increased
415	Cullen/Frost Bankers San Antonio, Texas	$381M	-$2.51M	20	8.54%	Reduced
416	MC Martin Currie Edinburgh, United Kingdom	$380M	+$13.4M	5	14.72%	Increased
417	Advisors Asset Management Monument, Colorado	$378M	-$32.6M	39	6.78%	Reduced
418	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$376M	-$311K	10	9.47%	Reduced
419	VP Vitruvian Partners London, United Kingdom	$373M	$0	3	63.31%	Maintained
420	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$373M	-$825K	25	9.98%	Reduced
421	TCW Group Los Angeles, California	$372M	-$39.8M	7	4.88%	Reduced
422	Diamond Hill Capital Management Columbus, Ohio	$371M	+$288M	3	1.62%	Increased
423	Marsico Capital Management Denver, Colorado	$370M	-$27.8M	9	18.08%	Reduced
424	Whittier Trust South Pasadena, California	$370M	+$4.86M	29	7.47%	Increased
425	Cetera Investment Advisers Schaumburg, Illinois	$369M	+$21.5M	24	5.87%	Increased