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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	Lyrical Asset Management New York	$255M	+$17.9M	1	3.07%	Increased
427	SW SVB Wealth Boston, Massachusetts	$255M	-$7.42M	10	9.01%	Reduced
428	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$254M	-$189M	10	2.16%	Reduced
429	Capital Fund Management (CFM) Paris, France	$253M	-$189M	21	1.38%	Reduced
430	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$252M	-$31.7M	19	3.56%	Reduced
431	CIP Champlain Investment Partners Burlington, Vermont	$251M	+$20M	2	2.22%	Increased
432	DF Dent & Co Baltimore, Maryland	$250M	+$1.06M	8	5.2%	Increased
433	MVIP Mar Vista Investment Partners Los Angeles, California	$250M	+$46.5M	2	7.36%	Increased
434	DFO Duquesne Family Office New York	$250M	-$203M	2	11.88%	Reduced
435	AI AIA International Hong Kong	$249M	+$16.3M	3	72.64%	Increased
436	Evercore Wealth Management New York	$249M	-$4.17M	6	7.97%	Reduced
437	DCM Dupont Capital Management Wilmington, Delaware	$248M	-$4.93M	13	5.47%	Reduced
438	Haverford Trust Company Radnor, Pennsylvania	$246M	-$4.43M	5	4.54%	Reduced
439	RHBC R.H. Bluestein & Co Birmingham, Michigan	$245M	-$41.8M	9	11.78%	Reduced
440	GH GAM Holding Zurich, Switzerland	$244M	-$27.8M	21	8.86%	Reduced
441	General Atlantic New York	$243M	-$3.77M	2	14.57%	Reduced
442	LCS Levin Capital Strategies New York	$242M	+$16.5M	6	4.15%	Increased
443	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$241M	-$5.38M	39	3.53%	Reduced
444	John W. Bristol & Co New York	$241M	-$26.2M	4	6.37%	Reduced
445	KM Kylin Management New York	$241M	-$28.6M	3	53.88%	Reduced
446	Walleye Trading New York	$240M	+$45.2M	43	1.27%	Increased
447	Oppenheimer & Co New York	$240M	+$7.25M	22	6.12%	Increased
448	RA Rovida Advisors Fort Lauderdale, Florida	$239M	+$10.4M	3	17.49%	Increased
449	TAMH Taikang Asset Management (HK) Hong Kong	$238M	+$70.6M	7	29.17%	Increased
450	BCM Bares Capital Management Austin, Texas	$238M	-$27M	1	6.66%	Reduced