← 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	Comgest Global Investors Paris, France	$340M	+$25.7M	6	7.5%	Increased
427	PAR Capital Management Boston, Massachusetts	$338M	-$7.66M	3	12.17%	Reduced
428	TIAA FSB Jacksonville, Florida	$337M	-$26.1M	9	1.32%	Reduced
429	Clark Capital Management Group Philadelphia, Pennsylvania	$337M	+$130M	7	3.1%	Increased
430	Lido Advisors Los Angeles, California	$337M	+$25.7M	13	4.11%	Increased
431	CA Cullinan Associates Louisville, Kentucky	$336M	-$6.65M	10	18.64%	Reduced
432	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$336M	+$17.3M	25	9%	Increased
433	FCI Financial Counselors Inc Overland Park, Kansas	$335M	+$3.07M	11	7.52%	Increased
434	FFM FengHe Fund Management Singapore	$335M	+$11M	5	45.29%	Increased
435	Dorsal Capital Management Redwood City, California	$334M	-$96.1M	4	19.85%	Reduced
436	Varma Mutual Pension Insurance Co Helsinki, Finland	$334M	-$7.53M	5	4.7%	Reduced
437	PGP Prescott General Partners Boca Raton, Florida	$333M	-$12.2M	4	27.03%	Reduced
438	Jupiter Asset Management London, United Kingdom	$332M	-$9.86M	14	4.85%	Reduced
439	Soroban Capital Partners New York	$332M	$0	1	3.98%	Maintained
440	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$331M	+$17.1M	21	6.72%	Increased
441	Findlay Park Partners London, United Kingdom	$330M	-$551M	2	3.59%	Reduced
442	Pacer Advisors Malvern, Pennsylvania	$330M	+$142M	30	1.69%	Increased
443	DSM Capital Partners Palm Beach Gardens, Florida	$327M	+$73.5M	1	5.44%	Increased
444	HRT Financial New York	$327M	+$269M	48	4.63%	Increased
445	Jericho Capital Asset Management New York	$327M	+$25.1M	3	24.22%	Increased
446	Granahan Investment Management Waltham, Massachusetts	$327M	+$18.8M	9	9.99%	Increased
447	Bartlett & Co Cincinnati, Ohio	$327M	-$10.8M	13	6.57%	Reduced
448	Bartlett & Co Wealth Management Cincinnati, Ohio	$327M	-$10.6M	13	6.57%	Reduced
449	AIM Allen Investment Management New York	$325M	-$51.1M	15	5.22%	Reduced
450	Jefferies Financial Group New York	$321M	+$347M	30	2.22%	Increased