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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
451	GLG Inc New York	$127M	-$36.2M	9	3.35%	Reduced
452	1919 Investment Counsel Baltimore, Maryland	$126M	-$3.01M	10	2.63%	Reduced
453	Mutual of America Capital Management New York	$126M	+$3.17M	12	3.08%	Increased
454	Scout Investments Kansas City, Missouri	$126M	+$3.35M	4	1.45%	Increased
455	Mairs & Power Inc St Paul, Minnesota	$125M	+$1.31M	5	1.93%	Increased
456	Vontobel Asset Management New York	$124M	-$22M	3	1.43%	Reduced
457	BB&T Securities Richmond, Virginia	$123M	+$2.5M	6	3.41%	Increased
458	SGAM Smith Group Asset Management Dallas, Texas	$123M	+$67.5M	6	4.66%	Increased
459	ECM Empire Capital Management Westport, Connecticut	$122M	+$77.7M	3	16.7%	Increased
460	Moore Capital Management New York	$122M	+$58.9M	7	1.91%	Increased
461	Cohen & Steers New York	$122M	-$44.8M	4	0.4%	Reduced
462	CC Curian Capital Denver, Colorado	$121M	+$396K	8	2.15%	Increased
463	Appaloosa Management Miami Beach, Florida	$121M	-$15.2M	1	1.51%	Reduced
464	Driehaus Capital Management Chicago, Illinois	$121M	-$65.9M	9	4.36%	Reduced
465	CAM ClariVest Asset Management San Diego, California	$119M	-$2.02M	7	5.02%	Reduced
466	ZDA Zweig-DiMenna Associates New York	$118M	-$3.07M	3	4.32%	Reduced
467	MI Markston International White Plains, New York	$118M	-$2.94M	4	7.47%	Reduced
468	PineBridge Investments New York	$118M	-$2.44M	12	3.5%	Reduced
469	Geneva Capital Management Milwaukee, Wisconsin	$117M	+$11.7M	4	2.65%	Increased
470	ArrowMark Colorado Holdings Denver, Colorado	$117M	+$26.4M	7	3.63%	Increased
471	DL Delta Lloyd Amsterdam, Netherlands	$117M	-$39.8M	9	4.09%	Reduced
472	B BP London, United Kingdom	$117M	-$12.1M	7	4.25%	Reduced
473	LSCM Light Street Capital Management Palo Alto, California	$116M	+$27.8M	6	23.94%	Increased
474	NCA Newbrook Capital Advisors New York	$113M	+$55M	2	12.24%	Increased
475	QS Batterymarch Financial Management New York	$113M	-$8.47M	9	2.38%	Reduced