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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	Vaughan Nelson Investment Management Houston, Texas	$182M	-$42.3M	3	2.14%	Reduced
427	SGAM Smith Group Asset Management Dallas, Texas	$182M	+$15M	7	5.26%	Increased
428	TPI Tesco Pension Investment London, United Kingdom	$182M	-$10.1M	2	6.02%	Reduced
429	Gabelli Funds Rye, New York	$182M	-$15.5M	14	1.07%	Reduced
430	Segall Bryant & Hamill Chicago, Illinois	$181M	+$21.3M	9	4.37%	Increased
431	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$180M	+$42M	3	4.49%	Increased
432	SA SQ Advisors Naples, Florida	$178M	+$10.9M	1	6.78%	Increased
433	SW SVB Wealth Boston, Massachusetts	$174M	+$172K	12	6.94%	Increased
434	River Road Asset Management Louisville, Kentucky	$174M	-$4.5M	3	3.29%	Reduced
435	Advisor Group Phoenix, Arizona	$172M	+$2.57M	47	3.48%	Increased
436	MC Montag & Caldwell Atlanta, Georgia	$172M	-$160M	2	4.93%	Reduced
437	Norinchukin Bank Tokyo, Japan	$172M	+$9.59M	9	3.7%	Increased
438	Thompson Siegel & Walmsley Richmond, Virginia	$171M	+$2.92M	14	2.01%	Increased
439	PC Pelham Capital London, United Kingdom	$171M	-$20.9M	1	100%	Reduced
440	QS Investors New York	$169M	-$64.8M	30	1.45%	Reduced
441	ESG Emerging Sovereign Group New York	$168M	-$70.3M	2	25.07%	Reduced
442	WAM World Asset Management Detroit, Michigan	$168M	+$20.6M	19	5.44%	Increased
443	Cincinnati Financial Corp Fairfield, Ohio	$168M	-$51.2M	1	8.18%	Reduced
444	Voloridge Investment Management Jupiter, Florida	$168M	+$21.4M	8	4.09%	Increased
445	Driehaus Capital Management Chicago, Illinois	$168M	-$8.97M	14	5.74%	Reduced
446	UBS O'Connor Chicago, Illinois	$167M	-$75M	9	2.82%	Reduced
447	Första AP-fonden Stockholm, Sweden	$167M	-$2.75M	3	5.37%	Reduced
448	AIA Group Hong Kong	$166M	+$92.1M	6	39.78%	Increased
449	Capital International Inc Los Angeles, California	$166M	-$15.8M	6	20.2%	Reduced
450	Discovery Capital Management South Norwalk, Connecticut	$165M	-$289M	1	3.08%	Reduced