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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	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$180M	+$19.6M	2	8.35%	Increased
427	OCM Osterweis Capital Management San Francisco, California	$175M	-$2.66M	3	5.75%	Reduced
428	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$175M	+$172M	2	49.72%	Increased
429	Ninety One (UK) London, United Kingdom	$174M	+$31.5M	5	1.06%	Increased
430	HL Financial Services Louisville, Kentucky	$173M	+$2.21M	9	4.73%	Increased
431	Snyder Capital Management San Francisco, California	$173M	+$746K	2	9.09%	Increased
432	AC Axon Capital New York	$173M	-$47.8M	1	12.95%	Reduced
433	Fundsmith LLP London, United Kingdom	$173M	+$61.2M	1	6.15%	Increased
434	KIG Kovitz Investment Group Chicago, Illinois	$171M	-$21.4M	4	8.43%	Reduced
435	JT Jump Trading Chicago, Illinois	$171M	+$156M	6	4.06%	Increased
436	KDA KPCB DGF Associates Menlo Park, California	$170M	-$94M	1	21.83%	Reduced
437	USSCPF United States Steel & Carnegie Pension Fund New York	$169M	-$15.3M	2	3.37%	Reduced
438	TGA Trilogy Global Advisors Winter Park, Florida	$165M	-$22.9M	4	3.42%	Reduced
439	Commerce Bank Kansas City, Missouri	$164M	+$1.87M	12	2.6%	Increased
440	GAMCO Investors Greenwich, Connecticut	$163M	-$21.8M	10	0.85%	Reduced
441	ICP Indus Capital Partners New York	$163M	-$121M	3	21.46%	Reduced
442	Huntington National Bank Columbus, Ohio	$162M	-$1.79M	18	3.87%	Reduced
443	AMF Tjänstepension Stockholm, Sweden	$159M	+$154M	4	2%	New
444	PEAK6 Group Chicago, Illinois	$157M	+$1.03M	18	1.19%	Increased
445	GL GLG LLC New York	$157M	-$21.7M	10	4.71%	Reduced
446	Davenport & Co Richmond, Virginia	$157M	+$2.05M	8	2.53%	Increased
447	Vaughan Nelson Investment Management Houston, Texas	$157M	-$39.2M	3	2.28%	Reduced
448	VM Valinor Management New York	$157M	-$11.8M	2	4%	Reduced
449	Norinchukin Bank Tokyo, Japan	$156M	+$23.3M	8	3.81%	Increased
450	Fort Washington Investment Advisors Cincinnati, Ohio	$156M	+$44M	6	3.15%	Increased