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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	EC Eminence Capital New York	$163M	-$190M	2	2.87%	Reduced
427	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$162M	-$54.8M	7	3.21%	Reduced
428	Huntington National Bank Columbus, Ohio	$162M	+$7.08M	19	3.96%	Increased
429	BB&T Securities Richmond, Virginia	$162M	+$49.1M	10	2.66%	Increased
430	MVP Miller Value Partners Sarasota, Florida	$161M	-$138M	5	6.21%	Reduced
431	SRS Investment Management New York	$161M	+$14.7M	1	5.85%	Increased
432	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$160M	+$20.4M	10	4.94%	Increased
433	DILH Dai-ichi Life Holdings Tokyo, Japan	$160M	+$7.81M	11	4.81%	Increased
434	Fiera Capital (Canada) Montreal, Quebec, Canada	$159M	-$69.6M	10	1.17%	Reduced
435	RCM Riverhead Capital Management Wilmington, Delaware	$157M	-$29.3M	16	2.22%	Reduced
436	Handelsbanken Fonder Stockholm, Sweden	$157M	-$146M	8	6.7%	Reduced
437	Comgest Global Investors Paris, France	$156M	+$53.8M	4	5.33%	Increased
438	Cooke & Bieler Philadelphia, Pennsylvania	$156M	-$11.5M	3	3.5%	Reduced
439	FP FPR Partners San Francisco, California	$156M	+$118K	1	3.72%	Increased
440	Lyrical Asset Management New York	$155M	+$29.3M	1	3.38%	Increased
441	Analytic Investors Los Angeles, California	$155M	-$135M	12	1.88%	Reduced
442	Alyeska Investment Group Chicago, Illinois	$153M	+$56.5M	2	1.41%	Increased
443	Commerce Bank Kansas City, Missouri	$153M	-$5.91M	10	2.54%	Reduced
444	Candriam SCA Strassen, Luxembourg, Luxembourg	$153M	+$119M	9	3.82%	Increased
445	Zurich Insurance Group Zurich, Switzerland	$153M	-$2.48M	5	5.44%	Reduced
446	SCM Scopia Capital Management New York	$152M	+$151M	1	2.83%	New
447	IRF IBM Retirement Fund Armonk, New York	$149M	-$120M	14	5.61%	Reduced
448	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$149M	+$36.5M	3	2.99%	Increased
449	BAM Baring Asset Management London, United Kingdom	$149M	+$89.2M	5	12.41%	Increased
450	Madison Investment Holdings Madison, Wisconsin	$148M	-$12.7M	6	3.13%	Reduced