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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	Personal Capital Advisors Redwood City, California	$474M	-$19.2M	11	3.57%	Reduced
427	CC Cederberg Capital London, United Kingdom	$472M	+$1.07B	3	49.33%	Increased
428	AKO Capital London, United Kingdom	$471M	+$32.5M	1	7.4%	Increased
429	B BP London, United Kingdom	$468M	-$16.2M	20	11.34%	Reduced
430	MVIP Mar Vista Investment Partners Los Angeles, California	$468M	-$30.9M	3	12.26%	Reduced
431	RA Rovida Advisors Fort Lauderdale, Florida	$467M	+$93.6M	7	32.43%	Increased
432	Aristotle Capital Management Los Angeles, California	$465M	-$3.68M	3	1.4%	Reduced
433	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$460M	+$38.7M	16	13.33%	Increased
434	Stockbridge Partners Boston, Massachusetts	$459M	-$121M	1	12.65%	Reduced
435	AL AJO LP Philadelphia, Pennsylvania	$459M	-$181M	21	4.85%	Reduced
436	WP Warburg Pincus New York	$458M	$0	2	30.62%	Maintained
437	SW SVB Wealth Boston, Massachusetts	$458M	+$101M	11	7.55%	Increased
438	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$457M	+$102M	30	8.93%	Increased
439	BPIH Broad Peak Investment Holdings Singapore	$456M	-$55.9M	5	31.53%	Reduced
440	Cincinnati Financial Corp Fairfield, Ohio	$455M	-$81.3M	1	13.88%	Reduced
441	Cullen/Frost Bankers San Antonio, Texas	$454M	-$11.1M	24	11.31%	Reduced
442	CBT Capital Bank & Trust Irvine, California	$454M	-$37.6M	12	6.11%	Reduced
443	Evercore Wealth Management New York	$453M	-$12.6M	7	11.08%	Reduced
444	Crake Asset Management London, United Kingdom	$452M	+$38M	3	23.97%	Increased
445	Markel Group Glen Allen, Virginia	$449M	$0	2	7.62%	Maintained
446	DCM Dupont Capital Management Wilmington, Delaware	$449M	-$8.74M	25	9.89%	Reduced
447	Williams Jones Wealth Management New York	$448M	-$6.45M	8	8.29%	Reduced
448	WorldQuant Millennium Advisors New York	$447M	-$36.9M	8	10.59%	Reduced
449	Martingale Asset Management Boston, Massachusetts	$441M	+$1.15M	15	5.29%	Increased
450	VCM Valiant Capital Management San Francisco, California	$439M	+$32.6M	4	22.9%	Increased