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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	Altshuler Shaham Tel Aviv, Israel	$892M	+$587M	13	14.73%	Increased
402	Maverick Capital Dallas, Texas	$891M	+$207M	17	11.91%	Increased
403	Williams Jones Wealth Management New York	$891M	+$19.5M	6	10.2%	Increased
404	Egerton Capital (UK) London, United Kingdom	$890M	+$162M	1	9.39%	Increased
405	TD Waterhouse Canada Toronto, Ontario, Canada	$885M	-$7.53M	45	5.77%	Reduced
406	Danica Pension Livsforsikrings Copenhagen V,	$884M	+$198M	4	13.63%	Increased
407	Groupe la Francaise Paris, France	$879M	+$103M	27	11.9%	Increased
408	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$875M	-$8.22M	14	7.68%	Reduced
409	GF Fund Management Guangzhou, China	$875M	-$28.3M	16	15.86%	Reduced
410	Natixis Paris, France	$873M	-$1.41B	26	4.05%	Reduced
411	Third Point New York	$872M	-$65.2M	2	9.7%	Reduced
412	GQG Partners Ft. Lauderdale, Florida	$869M	-$559M	5	1.34%	Reduced
413	Mairs & Power Inc St Paul, Minnesota	$866M	+$21.9M	4	8.14%	Increased
414	Douglass Winthrop Advisors New York	$863M	+$49.9M	12	15.04%	Increased
415	MUFG Bank Tokyo 100-8388,, Japan	$860M	$0	1	27.7%	Maintained
416	Regions Financial Corp Birmingham, Alabama	$860M	-$5.24M	15	5.6%	Reduced
417	OP Asset Management Helsinki,	$859M	+$20.1M	27	11.32%	Increased
418	Yousif Capital Management Bloomfield Hills, Michigan	$854M	-$39.9M	35	9.12%	Reduced
419	Factory Mutual Insurance Waltham, Massachusetts	$853M	-$1.04M	8	8.31%	Reduced
420	CFM Coronation Fund Managers Cape Town, South Africa	$848M	+$53.4M	8	44.25%	Increased
421	SCM Steadfast Capital Management New York	$844M	+$110M	8	14.74%	Increased
422	DSM Capital Partners Palm Beach Gardens, Florida	$840M	-$25.5M	5	11.98%	Reduced
423	Evercore Wealth Management New York	$839M	+$49.6M	9	12.31%	Increased
424	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$837M	-$136M	2	90.97%	Reduced
425	Farallon Capital Management San Francisco, California	$836M	+$50.3M	3	3.42%	Increased