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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	Driehaus Capital Management Chicago, Illinois	$208M	-$9.6M	17	8.1%	Reduced
427	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$207M	-$132M	2	4.28%	Reduced
428	MSA Mason Street Advisors Milwaukee, Wisconsin	$207M	-$894K	19	4.92%	Reduced
429	ICP Indus Capital Partners New York	$206M	-$14.2M	4	20.84%	Reduced
430	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$205M	+$3.29M	5	10.02%	Increased
431	Jacobs Levy Equity Management Florham Park, New Jersey	$204M	+$8M	15	3.96%	Increased
432	GVI Green Valley Investors Wilmington, Delaware	$204M	-$45.1M	2	9.92%	Reduced
433	Mutual of America Capital Management New York	$202M	+$1.68M	12	3.3%	Increased
434	NTC NF Trinity Capital Central, Hong Kong	$202M	+$16.6M	6	28.78%	Increased
435	BB&T Securities Richmond, Virginia	$201M	+$15.7M	17	2.74%	Increased
436	Gotham Asset Management New York	$200M	-$47.9M	16	2.94%	Reduced
437	Norinchukin Bank Tokyo, Japan	$200M	+$5.8M	9	3.87%	Increased
438	IAM Iridian Asset Management Westport, Connecticut	$199M	-$2.26M	2	1.7%	Reduced
439	Snyder Capital Management San Francisco, California	$198M	-$4.33M	2	9.91%	Reduced
440	SGAM Smith Group Asset Management Dallas, Texas	$198M	+$16.4M	9	6.62%	Increased
441	FI Fosun International Hong Kong, China	$198M	+$6.38M	3	19.71%	Increased
442	Waverton Investment Management London, United Kingdom	$198M	+$213K	3	12.29%	Increased
443	Williams Jones & Associates New York	$198M	-$7.11M	7	4.86%	Reduced
444	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$198M	-$9.41M	29	3.13%	Reduced
445	ACM Atlanta Capital Management Atlanta, Georgia	$197M	-$2.8M	2	1.11%	Reduced
446	LT Lindsell Train London, United Kingdom	$197M	+$13.4M	1	6.62%	Increased
447	MC Martin Currie Edinburgh, United Kingdom	$196M	-$2.22M	5	15.06%	Reduced
448	OMERS Administration Corp Toronto, Ontario, Canada	$192M	-$59.5M	9	2.12%	Reduced
449	CCP Clough Capital Partners Boston, Massachusetts	$192M	+$18.4M	9	12.86%	Increased
450	SA SQ Advisors Naples, Florida	$190M	-$762K	1	6.71%	Reduced