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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	Kornitzer Capital Management Shawnee Mission, Kansas	$155M	-$11.3M	9	2.8%	Reduced
427	Madison Investment Holdings Madison, Wisconsin	$155M	-$3.61M	6	3.21%	Reduced
428	VM Valinor Management New York	$155M	-$28.1M	2	5.15%	Reduced
429	DILH Dai-ichi Life Holdings Tokyo, Japan	$154M	-$3.29M	12	4.63%	Reduced
430	BB&T Securities Richmond, Virginia	$153M	-$6.01M	10	2.36%	Reduced
431	Candriam SCA Strassen, Luxembourg, Luxembourg	$152M	-$4.18M	10	3.95%	Reduced
432	KBI Global Investors Ifsc, Dublin, Ireland	$151M	+$152M	6	4.03%	New
433	TC Tairen Capital Hong Kong	$150M	+$89.6M	7	32.14%	Increased
434	FI Focused Investors Los Angeles, California	$150M	-$2.42M	1	5.91%	Reduced
435	Mondrian Investment Partners London, United Kingdom	$149M	-$42.7M	3	3.52%	Reduced
436	HP Harbourvest Partners Boston, Massachusetts	$149M	-$8.43M	2	71.66%	Reduced
437	EC Eminence Capital New York	$148M	-$23.6M	2	3.01%	Reduced
438	CCM Cantillon Capital Management New York	$148M	-$102M	1	2.49%	Reduced
439	AGF Investments Inc Toronto, Ontario, Canada	$147M	+$3.24M	8	1.64%	Increased
440	Jane Street New York	$146M	-$43.8M	26	0.72%	Reduced
441	GW&K Investment Management Boston, Massachusetts	$145M	+$6.6M	5	2.98%	Increased
442	IRF IBM Retirement Fund Armonk, New York	$144M	-$2.59M	15	5.18%	Reduced
443	MSA Mason Street Advisors Milwaukee, Wisconsin	$144M	+$561K	18	4.19%	Increased
444	HL Financial Services Louisville, Kentucky	$143M	+$19.2M	8	3.38%	Increased
445	River Road Asset Management Louisville, Kentucky	$141M	-$40M	4	3%	Reduced
446	ICP Indus Capital Partners New York	$141M	+$17.4M	5	13.63%	Increased
447	Smead Capital Management Phoenix, Arizona	$141M	+$26M	2	6.6%	Increased
448	Handelsbanken Fonder Stockholm, Sweden	$140M	-$10.6M	8	5.73%	Reduced
449	Columbia Wanger Asset Management Chicago, Illinois	$139M	+$45.6M	4	1.61%	Increased
450	Segall Bryant & Hamill Chicago, Illinois	$138M	-$17.4M	7	3.65%	Reduced