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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	Railway Pension Investments London, United Kingdom	$599M	-$49.8M	10	5.83%	Reduced
402	Atalanta Sosnoff Capital New York	$597M	+$29.9M	7	13.8%	Increased
403	Focus Partners Wealth Boston, Massachusetts	$596M	+$294M	16	4.84%	Increased
404	Stockbridge Partners Boston, Massachusetts	$595M	-$51.2M	2	12.26%	Reduced
405	Farallon Capital Management San Francisco, California	$593M	-$89M	6	2.51%	Reduced
406	GGHC Gilder Gagnon Howe & Co New York	$591M	-$14.1M	11	7.39%	Reduced
407	CAM Contour Asset Management New York	$591M	+$115M	6	23.06%	Increased
408	TA Trivest Advisors Hong Kong	$589M	+$157M	5	20.7%	Increased
409	Zacks Investment Management Chicago, Illinois	$586M	+$9.56M	10	6.24%	Increased
410	Cullen/Frost Bankers San Antonio, Texas	$585M	-$21.2M	15	8.68%	Reduced
411	Achmea Investment Management Zeist, Netherlands	$584M	-$4.85M	15	11.13%	Reduced
412	BCM Bares Capital Management Austin, Texas	$582M	-$75.1M	6	23.11%	Reduced
413	Williams Jones Wealth Management New York	$576M	-$688K	6	7.33%	Reduced
414	CIP CAS Investment Partners Westport, Connecticut	$574M	-$18.1M	1	51.45%	Reduced
415	IEQ Capital Foster City, California	$572M	+$20.4M	30	8.22%	Increased
416	TC Tairen Capital Hong Kong	$568M	+$255M	4	34.77%	Increased
417	Manning & Napier Group Fairport, New York	$561M	-$13.9M	6	6.4%	Reduced
418	Artemis Investment Management Edinburgh, United Kingdom	$556M	-$52.7M	6	7.01%	Reduced
419	OMERS Administration Corp Toronto, Ontario, Canada	$555M	+$4.52M	11	6.35%	Increased
420	Cincinnati Financial Corp Fairfield, Ohio	$555M	$0	1	12.21%	Maintained
421	Yacktman Asset Management Austin, Texas	$552M	-$53.5M	3	4.97%	Reduced
422	Evercore Wealth Management New York	$545M	-$14.1M	7	8.55%	Reduced
423	Walleye Capital New York	$545M	+$288M	65	0.97%	Increased
424	Moore Capital Management New York	$544M	+$126M	9	8.68%	Increased
425	Durable Capital Partners Bethesda, Maryland	$543M	+$265M	4	4.21%	Increased