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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	Nomura Holdings Tokyo, Japan	$159M	-$110M	20	0.57%	Reduced
427	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$158M	-$2.57M	2	7.74%	Reduced
428	CIBC Asset Management Toronto, Ontario, Canada	$156M	+$6.48M	13	1.25%	Increased
429	LSCM Light Street Capital Management Palo Alto, California	$156M	-$12.6M	6	23.35%	Reduced
430	General Atlantic New York	$155M	$0	1	8.12%	Maintained
431	HP Harbourvest Partners Boston, Massachusetts	$155M	$0	2	68.48%	Maintained
432	SA SQ Advisors Naples, Florida	$154M	-$979K	1	5.18%	Reduced
433	B BP London, United Kingdom	$153M	-$16.6M	8	6.89%	Reduced
434	Commerce Bank Kansas City, Missouri	$153M	-$4.31M	9	2.63%	Reduced
435	TCP Tourbillon Capital Partners New York	$151M	-$160M	1	3.96%	Reduced
436	FI Focused Investors Los Angeles, California	$151M	-$2.99M	1	5.52%	Reduced
437	KIG Kovitz Investment Group Chicago, Illinois	$150M	+$19.1M	4	8.72%	Increased
438	NMC NEA Management Company Timonium, Maryland	$150M	$0	2	9.85%	Maintained
439	Westwood Holdings Group Dallas, Texas	$149M	-$63.8M	6	1.29%	Reduced
440	Iconiq Capital San Francisco, California	$148M	-$1.63M	2	29.3%	Reduced
441	Snyder Capital Management San Francisco, California	$148M	-$6.02M	2	9.61%	Reduced
442	DL Delta Lloyd Amsterdam, Netherlands	$148M	+$4.35M	12	4.73%	Increased
443	Norinchukin Bank Tokyo, Japan	$148M	-$5.47M	8	3.85%	Reduced
444	Marshall Wace London, United Kingdom	$147M	-$64.5M	14	1.81%	Reduced
445	Candriam SCA Strassen, Luxembourg, Luxembourg	$147M	+$17.5M	11	3.6%	Increased
446	Dragoneer Investment Group San Francisco, California	$145M	+$18M	4	57.19%	Increased
447	SW SVB Wealth Boston, Massachusetts	$145M	+$6.59M	12	5.61%	Increased
448	Appaloosa Management Miami Beach, Florida	$144M	-$254M	1	5.04%	Reduced
449	AMF Tjänstepension Stockholm, Sweden	$143M	-$21.7M	4	2.17%	Reduced
450	ArrowMark Colorado Holdings Denver, Colorado	$143M	+$31.2M	10	3.9%	Increased