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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	Vanguard Personalized Indexing Management Oakland, California	$799M	+$37.9M	42	12.07%	Increased
402	ARK Investment Management St. Petersburg, Florida	$798M	+$92.2M	11	6.64%	Increased
403	Orbis Allan Gray Hamilton, Bermuda	$796M	+$4.48M	6	4.28%	Increased
404	Achmea Investment Management Zeist, Netherlands	$791M	-$20.8M	14	13.01%	Reduced
405	BI BlueSpruce Investments Chicago, Illinois	$791M	-$663M	2	16.06%	Reduced
406	VVP Vulcan Value Partners Birmingham, Alabama	$790M	-$20.2M	2	13.21%	Reduced
407	Tidal Investments Milwaukee, Wisconsin	$785M	+$155M	44	6.18%	Increased
408	EP Wealth Advisors Torrance, California	$785M	-$16.3M	17	6.41%	Reduced
409	Jones Financial Companies Des Peres, Missouri	$783M	+$205M	72	0.74%	Increased
410	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$782M	-$812M	1	11.47%	Reduced
411	Alyeska Investment Group Chicago, Illinois	$782M	-$365M	12	2.94%	Reduced
412	ArrowMark Colorado Holdings Denver, Colorado	$781M	-$108M	15	10.5%	Reduced
413	Simplex Trading Chicago, Illinois	$771M	+$508M	74	0.43%	Increased
414	E Fund Management Guangzhou, China	$769M	+$7.47M	16	38.62%	Increased
415	GGHC Gilder Gagnon Howe & Co New York	$768M	-$19.3M	10	8.28%	Reduced
416	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$766M	+$107M	26	5.11%	Increased
417	MAI Capital Management Independence, Ohio	$760M	+$63.5M	56	5.63%	Increased
418	Third Point New York	$757M	-$268M	1	10.17%	Reduced
419	Cullen/Frost Bankers San Antonio, Texas	$755M	-$6.73M	23	10.32%	Reduced
420	Whittier Trust South Pasadena, California	$754M	+$5.76M	26	9.93%	Increased
421	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$752M	+$170M	8	6.45%	Increased
422	CAM Contour Asset Management New York	$750M	-$54.7M	8	21.69%	Reduced
423	Burgundy Asset Management Toronto, Ontario, Canada	$747M	-$39.8M	8	7.55%	Reduced
424	Atalanta Sosnoff Capital New York	$741M	-$30.6M	5	16.13%	Reduced
425	Johnson Investment Counsel Cincinnati, Ohio	$739M	-$1.51M	12	7.2%	Reduced