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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	Advisors Asset Management Monument, Colorado	$281M	-$7.4M	29	5%	Reduced
427	Oregon Public Employees Retirement Fund Tigard, Oregon	$280M	-$9.38M	22	3.81%	Reduced
428	Rockefeller Capital Management New York	$277M	-$146M	29	3.87%	Reduced
429	Blackhill Capital Morristown, New Jersey	$277M	-$1.81M	3	44.62%	Reduced
430	JCM JS Capital Management New York	$277M	+$211M	5	40.53%	Increased
431	Nicholas Company Milwaukee, Wisconsin	$276M	+$4.64M	6	6.14%	Increased
432	DF Dent & Co Baltimore, Maryland	$276M	-$4.29M	7	5.02%	Reduced
433	LPU Lansdowne Partners (UK) London, United Kingdom	$275M	+$92.1M	3	6.74%	Increased
434	Employees Provident Fund Board Shah Alam, Malaysia	$273M	+$3.22M	2	7.2%	Increased
435	TAM Tiverton Asset Management Wilimington, Delaware	$273M	+$7.38M	14	9.73%	Increased
436	First Pacific Advisors El Segundo, California	$270M	-$37.4M	5	2.35%	Reduced
437	MCM Manchester Capital Management Manchester, Vermont	$269M	+$4.13M	13	34.53%	Increased
438	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$269M	+$7.79M	10	10.91%	Increased
439	Hardman Johnston Global Advisors Stamford, Connecticut	$267M	+$11M	3	11.84%	Increased
440	Skye Global Management West Palm Beach, Florida	$266M	+$157M	6	28.3%	Increased
441	Dai-ichi Life Insurance Company Tokyo, Japan	$265M	+$16.4M	17	6.43%	Increased
442	Royal London Asset Management United Kingdom	$261M	-$862M	17	2.47%	Reduced
443	EC Eminence Capital New York	$260M	+$265M	1	3.43%	New
444	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$260M	+$52.7M	29	6.64%	Increased
445	B BP London, United Kingdom	$260M	+$12.8M	12	9.6%	Increased
446	Personal Capital Advisors Redwood City, California	$258M	+$14.8M	7	2.62%	Increased
447	AEGON Asset Management (UK) Edinburgh, United Kingdom	$258M	+$2.78M	5	6.97%	Increased
448	MAMU Marathon Asset Management (UK) London, United Kingdom	$258M	-$14.4M	4	3.32%	Reduced
449	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$258M	+$177M	9	6.11%	Increased
450	Mariner Overland Park, Kansas	$257M	-$1.02M	17	3.07%	Reduced