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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	B BP London, United Kingdom	$182M	-$9.31M	9	6.83%	Reduced
427	EverPoint Asset Management Stamford, Connecticut	$180M	-$38.3M	9	3.29%	Reduced
428	NIMC NWQ Investment Management Company Los Angeles, California	$180M	+$61.1M	3	2.48%	Increased
429	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$179M	+$2.8M	2	8.18%	Increased
430	CEP Chicago Equity Partners Chicago, Illinois	$179M	+$8.85M	5	4.88%	Increased
431	CAM Contour Asset Management New York	$179M	+$24M	4	8.75%	Increased
432	DnB Asset Management Oslo, Norway	$176M	-$28.9M	8	3.88%	Reduced
433	BCM Bluefin Capital Management New York	$175M	+$132M	8	10.68%	Increased
434	Jensen Investment Management Lake Oswego, Oregon	$175M	-$364K	4	2.79%	Reduced
435	Commerce Bank Kansas City, Missouri	$174M	-$1.83M	11	2.73%	Reduced
436	Dragoneer Investment Group San Francisco, California	$174M	+$47.2M	6	59.11%	Increased
437	Segall Bryant & Hamill Chicago, Illinois	$172M	-$3.26M	7	3.86%	Reduced
438	TGA Trilogy Global Advisors Winter Park, Florida	$172M	+$6.74M	4	3.58%	Increased
439	Farallon Capital Management San Francisco, California	$172M	-$641K	5	2.31%	Reduced
440	OCM Osterweis Capital Management San Francisco, California	$171M	-$6.03M	3	5.98%	Reduced
441	USSCPF United States Steel & Carnegie Pension Fund New York	$171M	-$6.49M	2	3.56%	Reduced
442	SCH Sylebra Capital (HK) Hong Kong	$170M	+$63M	3	21.89%	Increased
443	MC Maplelane Capital New York	$170M	+$5.39M	4	5.87%	Increased
444	Martingale Asset Management Boston, Massachusetts	$170M	+$10.7M	11	3.97%	Increased
445	AMF Tjänstepension Stockholm, Sweden	$169M	+$5.76M	4	2.34%	Increased
446	FI Focused Investors Los Angeles, California	$168M	-$1.95M	1	5.83%	Reduced
447	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$167M	+$12.3M	12	5.29%	Increased
448	Huntington National Bank Columbus, Ohio	$167M	+$5.24M	23	4.03%	Increased
449	HP Harbourvest Partners Boston, Massachusetts	$166M	-$3.06M	2	76.24%	Reduced
450	ACM Andor Capital Management Rye Brook, New York	$165M	+$85.3M	3	15.28%	Increased