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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	BAM Baring Asset Management London, United Kingdom	$160M	+$61.1M	4	10.96%	Increased
427	FI Fosun International Hong Kong, China	$160M	+$40.1M	2	21.39%	Increased
428	AGF Investments Inc Toronto, Ontario, Canada	$158M	-$8.25M	9	1.81%	Reduced
429	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$156M	+$4.45M	3	3.06%	Increased
430	TPI Tesco Pension Investment London, United Kingdom	$156M	+$22.8M	2	4.98%	Increased
431	LCS Levin Capital Strategies New York	$156M	-$2.23M	4	2.68%	Reduced
432	Mutual of America Capital Management New York	$155M	+$3.76M	11	2.92%	Increased
433	Peregrine Capital Management Minneapolis, Minnesota	$155M	+$9.82M	6	4.03%	Increased
434	Rothschild & Co Asset Management US Stamford, Connecticut	$155M	+$13.1M	8	1.97%	Increased
435	Alyeska Investment Group Chicago, Illinois	$154M	-$243M	8	1.28%	Reduced
436	ACP Arrowgrass Capital Partners London, United Kingdom	$154M	+$161M	1	18.59%	New
437	GW&K Investment Management Boston, Massachusetts	$154M	-$266K	5	3%	Reduced
438	VanEck Associates New York	$154M	+$15.8M	9	0.77%	Increased
439	LCG Luxor Capital Group New York	$152M	-$33.5M	1	4.2%	Reduced
440	Waverton Investment Management London, United Kingdom	$149M	+$9.13M	4	9.79%	Increased
441	MCM McKinley Capital Management Anchorage, Alaska	$149M	-$46.5M	6	5.86%	Reduced
442	Thompson Siegel & Walmsley Richmond, Virginia	$149M	+$33.2M	13	1.95%	Increased
443	First Eagle Investment Management New York	$148M	-$398M	8	0.38%	Reduced
444	Harvest Fund Management Beijing, China	$148M	+$162M	8	32.52%	New
445	Scotia Capital Toronto, Ontario, Canada	$147M	+$12.1M	10	2.34%	Increased
446	SSM Sound Shore Management Greenwich, Connecticut	$147M	+$149M	1	2.52%	New
447	Kornitzer Capital Management Shawnee Mission, Kansas	$147M	-$10.4M	9	2.75%	Reduced
448	Första AP-fonden Stockholm, Sweden	$146M	-$2.49M	3	4.71%	Reduced
449	ACA Abdiel Capital Advisors New York	$146M	+$35.4M	1	42.45%	Increased
450	Capital International Inc Los Angeles, California	$145M	-$38.8M	6	17.99%	Reduced