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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	SPM Sycamore Partners Management New York	$499M	$0	1	96.41%	Maintained
427	Norinchukin Bank Tokyo, Japan	$497M	+$45.7M	12	6.62%	Increased
428	CIP CAS Investment Partners Westport, Connecticut	$497M	+$124M	1	33.24%	Increased
429	Capital International Inc Los Angeles, California	$496M	-$55.3M	13	5.56%	Reduced
430	SEP Soma Equity Partners San Francisco, California	$490M	+$30.9M	2	16.24%	Increased
431	Whittier Trust South Pasadena, California	$490M	+$1.38M	34	8.26%	Increased
432	SAM Shell Asset Management The Hague, Netherlands	$489M	-$40.2M	36	11.55%	Reduced
433	Bartlett & Co Wealth Management Cincinnati, Ohio	$489M	+$7.8M	13	8.54%	Increased
434	Bartlett & Co Cincinnati, Ohio	$489M	+$7.8M	13	8.54%	Increased
435	Wolverine Trading Chicago, Illinois	$487M	+$299M	52	0.63%	Increased
436	Johnson Investment Counsel Cincinnati, Ohio	$486M	+$38.5M	12	6.02%	Increased
437	ACA Abdiel Capital Advisors New York	$482M	+$120M	2	29.67%	Increased
438	WA WFM Asia Road Town, Tortola, British Virgin Islands	$481M	+$104M	5	51.49%	Increased
439	Mairs & Power Inc St Paul, Minnesota	$476M	+$20.8M	4	4.8%	Increased
440	Oregon Public Employees Retirement Fund Tigard, Oregon	$474M	-$6.1M	25	4.86%	Reduced
441	DF Dent & Co Baltimore, Maryland	$470M	+$61.3M	9	5.41%	Increased
442	Yacktman Asset Management Austin, Texas	$469M	+$99.6M	3	4.18%	Increased
443	CP Coho Partners Berwyn, Pennsylvania	$466M	-$46M	4	7.67%	Reduced
444	SGA SB Global Advisers London, United Kingdom	$464M	-$639M	2	14.55%	Reduced
445	Jupiter Asset Management London, United Kingdom	$463M	-$76.4M	12	5.5%	Reduced
446	Lido Advisors Los Angeles, California	$463M	-$6.09M	15	5.16%	Reduced
447	ESCM Echo Street Capital Management New York	$462M	+$48M	17	3.33%	Increased
448	RHBC R.H. Bluestein & Co Birmingham, Michigan	$461M	-$28M	10	19.33%	Reduced
449	Cetera Investment Advisers Schaumburg, Illinois	$461M	+$7.08M	26	6.62%	Increased
450	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$460M	-$31.9M	13	11.98%	Reduced