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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	Ruane, Cunniff & Goldfarb New York	$178M	-$161M	5	1.68%	Reduced
427	Driehaus Capital Management Chicago, Illinois	$177M	+$35.9M	14	5.97%	Increased
428	EverPoint Asset Management Stamford, Connecticut	$174M	-$28.4M	11	3.12%	Reduced
429	Smead Capital Management Phoenix, Arizona	$170M	-$17.2M	2	8.11%	Reduced
430	EPCM Eton Park Capital Management New York	$170M	-$37M	2	2.97%	Reduced
431	AG Alibaba Group Causeway Bay, Hong Kong	$170M	$0	1	26.63%	Maintained
432	Moore Capital Management New York	$169M	+$31M	8	5.81%	Increased
433	ICP Indus Capital Partners New York	$168M	-$13.7M	4	15.93%	Reduced
434	Cambiar Investors Denver, Colorado	$168M	-$50M	4	2.45%	Reduced
435	HL Financial Services Louisville, Kentucky	$168M	+$1.1M	8	3.92%	Increased
436	Snyder Capital Management San Francisco, California	$168M	-$2.28M	2	10.49%	Reduced
437	BB&T Securities Richmond, Virginia	$166M	+$2.46M	11	2.47%	Increased
438	FI Fosun International Hong Kong, China	$165M	$0	2	18.48%	Maintained
439	SAM Scopus Asset Management New York	$165M	-$21.7M	2	2.71%	Reduced
440	MSA Mason Street Advisors Milwaukee, Wisconsin	$165M	-$6.66K	18	4.69%	Reduced
441	VM Valinor Management New York	$164M	-$11.9M	2	5.64%	Reduced
442	FTIM Flowering Tree Investment Management Singapore	$164M	+$14.4M	2	64.22%	Increased
443	Madison Investment Holdings Madison, Wisconsin	$163M	-$5.55M	6	3.21%	Reduced
444	Kornitzer Capital Management Shawnee Mission, Kansas	$162M	-$2.45M	9	2.91%	Reduced
445	PC Passport Capital San Francisco, California	$162M	+$19.1M	3	3.35%	Increased
446	CCM Cantillon Capital Management New York	$161M	-$497K	1	2.28%	Reduced
447	CIBC World Market Toronto, Ontario, Canada	$160M	+$18.8M	13	0.59%	Increased
448	SGAM Smith Group Asset Management Dallas, Texas	$159M	+$24.3M	8	4.67%	Increased
449	DL Delta Lloyd Amsterdam, Netherlands	$159M	+$6.77M	11	4.93%	Increased
450	Parallax Volatility Advisers San Francisco, California	$158M	-$108M	19	0.29%	Reduced