← All themes

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	TCG Tremblant Capital Group West Palm Beach, Florida	$542M	-$6.42M	5	17.16%	Reduced
427	LCG Luxor Capital Group New York	$539M	-$104M	11	4.82%	Reduced
428	GCGM General Catalyst Group Management Cambridge, Massachusetts	$538M	+$164M	3	27.36%	Increased
429	Tocqueville Asset Management New York	$532M	-$37.7M	13	7.87%	Reduced
430	BCP BSN Capital Partners London, United Kingdom	$530M	+$72.5M	3	54.6%	Increased
431	EC Eminence Capital New York	$529M	-$175M	4	7.14%	Reduced
432	PEAK6 Investments Chicago, Illinois	$527M	+$394M	59	1.17%	Increased
433	Vaughan Nelson Investment Management Houston, Texas	$524M	+$116M	5	5.32%	Increased
434	SW SVB Wealth Boston, Massachusetts	$522M	-$29.4M	16	6.71%	Reduced
435	Williams Jones Wealth Management New York	$519M	-$480K	14	7.27%	Reduced
436	MICM Matthews International Capital Management San Francisco, California	$518M	-$104M	9	31.4%	Reduced
437	DCP Darsana Capital Partners New York	$518M	-$111M	3	17.05%	Reduced
438	Oregon Public Employees Retirement Fund Tigard, Oregon	$517M	-$7.27M	26	5.91%	Reduced
439	Clal Insurance Tel-Aviv, Israel	$517M	-$73.3M	8	5.9%	Reduced
440	PointState Capital New York	$513M	+$149M	3	8.56%	Increased
441	AKO Capital London, United Kingdom	$513M	+$11.7M	1	5.31%	Increased
442	Evercore Wealth Management New York	$512M	-$7.14M	8	9.28%	Reduced
443	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$505M	+$468M	4	34.84%	Increased
444	TMC Toyota Motor Corp Japan	$505M	$0	1	38.9%	Maintained
445	GIG Goodnow Investment Group Darien, Connecticut	$500M	-$22.8M	5	41.67%	Reduced
446	SAM Shell Asset Management The Hague, Netherlands	$499M	-$186M	35	11.2%	Reduced
447	DF Dent & Co Baltimore, Maryland	$496M	+$104M	7	5.08%	Increased
448	Markel Group Glen Allen, Virginia	$493M	$0	2	6.24%	Maintained
449	MVP Miller Value Partners Sarasota, Florida	$493M	-$47.9M	12	11.42%	Reduced
450	KCMH Kontiki Capital Management (HK) Hong Kong	$491M	+$13.4M	2	57.75%	Increased