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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
426	LT Lindsell Train London, United Kingdom	$131M	+$19M	1	17.44%	Increased
427	QS Batterymarch Financial Management New York	$130M	+$22.4M	12	2.67%	Increased
428	HI Honeywell International Charlotte, North Carolina	$130M	-$35.2M	2	3.13%	Reduced
429	RCM Riverhead Capital Management Wilmington, Delaware	$129M	+$1.59M	7	2.84%	Increased
430	ACP Ashfield Capital Partners San Francisco, California	$128M	-$16.9M	5	6.2%	Reduced
431	Placemark Investments Chicago, Illinois	$127M	-$21.3M	15	2.42%	Reduced
432	Capstone Investment Advisors New York	$127M	-$323M	2	1.62%	Reduced
433	JHC JFB Holdings Corp Atlanta, Georgia	$126M	+$17M	1	3.95%	Increased
434	HL Financial Services Louisville, Kentucky	$126M	+$2.63M	7	3.81%	Increased
435	KCM Kames Capital Management Edinburgh, United Kingdom	$126M	-$16.9M	5	3.99%	Reduced
436	BB&T Securities Richmond, Virginia	$126M	+$7.2M	5	3.26%	Increased
437	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$126M	-$30.7M	2	7.62%	Reduced
438	Commerce Bank Kansas City, Missouri	$126M	-$2.79M	12	2.14%	Reduced
439	Santa Barbara Asset Management Los Angeles, California	$124M	-$1.36M	1	2.65%	Reduced
440	Mairs & Power Inc St Paul, Minnesota	$123M	+$7.07M	4	1.82%	Increased
441	Gotham Asset Management New York	$123M	+$57M	14	1.85%	Increased
442	WAM World Asset Management Detroit, Michigan	$123M	-$15.4M	12	3.82%	Reduced
443	TI Turner Investments Berwyn, Pennsylvania	$122M	-$61.7M	8	3.23%	Reduced
444	Ninety One (UK) London, United Kingdom	$121M	+$83.3M	4	0.81%	Increased
445	1919 Investment Counsel Baltimore, Maryland	$121M	-$697K	10	2.48%	Reduced
446	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$121M	-$3.66M	9	3.57%	Reduced
447	Arrowstreet Capital Boston, Massachusetts	$119M	-$78.8M	11	0.72%	Reduced
448	CAM Contour Asset Management New York	$118M	-$14.1M	2	5.87%	Reduced
449	Mutual of America Capital Management New York	$116M	-$3.14M	12	2.81%	Reduced
450	New Mexico Educational Retirement Board Santa Fe, New Mexico	$116M	+$50.8M	7	4.91%	Increased