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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	Oregon Public Employees Retirement Fund Tigard, Oregon	$159M	-$227K	10	3.95%	Reduced
427	USSCPF United States Steel & Carnegie Pension Fund New York	$159M	-$24.5M	2	3.64%	Reduced
428	1919 Investment Counsel Baltimore, Maryland	$159M	+$1.04M	14	3.26%	Increased
429	KCM Kames Capital Management Edinburgh, United Kingdom	$159M	+$4.42M	5	4.95%	Increased
430	VM Valinor Management New York	$155M	-$47.7M	2	4.3%	Reduced
431	HL Financial Services Louisville, Kentucky	$155M	+$8.57M	8	4.5%	Increased
432	Jane Street New York	$154M	+$1.75M	22	1.57%	Increased
433	Huntington National Bank Columbus, Ohio	$153M	+$285K	11	3.14%	Increased
434	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$152M	+$32.3M	4	1.52%	Increased
435	SCGE Management Menlo Park, California	$151M	+$72.9M	4	18.72%	Increased
436	LSCM Light Street Capital Management Palo Alto, California	$150M	-$28M	7	21.29%	Reduced
437	Livforsakringsbolaget Skandia Stockholm, Sweden	$150M	-$8.55M	8	5.67%	Reduced
438	PIA Piedmont Investment Advisors Durham, North Carolina	$150M	+$1.49M	5	7.78%	Increased
439	ESG Emerging Sovereign Group New York	$150M	+$19.9M	1	5.86%	Increased
440	PEAK6 Group Chicago, Illinois	$149M	+$98.5M	19	1.15%	Increased
441	CAM Contour Asset Management New York	$149M	+$71.1M	4	7.23%	Increased
442	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$149M	+$460K	1	12.81%	Increased
443	Commerce Bank Kansas City, Missouri	$148M	-$1.9M	11	2.45%	Reduced
444	B BP London, United Kingdom	$148M	+$13M	10	4.25%	Increased
445	Sit Investment Associates Minneapolis, Minnesota	$147M	+$6.74M	7	2.57%	Increased
446	Walleye Trading New York	$147M	-$14.4M	22	1.73%	Reduced
447	Davenport & Co Richmond, Virginia	$147M	-$33.3M	7	2.56%	Reduced
448	Winton Group London, United Kingdom	$147M	-$13.2M	6	1.05%	Reduced
449	Mirae Asset Global Investments Seoul, South Korea	$147M	-$93.5M	12	5.29%	Reduced
450	Regions Financial Corp Birmingham, Alabama	$146M	-$13.2M	14	1.83%	Reduced