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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	New Mexico Educational Retirement Board Santa Fe, New Mexico	$127M	-$1.72M	7	5.22%	Reduced
452	PC Perry Capital New York	$125M	+$29.7M	1	3.46%	Increased
453	RHBC R.H. Bluestein & Co Birmingham, Michigan	$124M	+$32.5M	5	7.37%	Increased
454	BB&T Securities Richmond, Virginia	$123M	-$9.77M	6	2.92%	Reduced
455	DL Delta Lloyd Amsterdam, Netherlands	$122M	-$9.11M	10	3.84%	Reduced
456	MI Markston International White Plains, New York	$122M	-$1.6M	4	7.36%	Reduced
457	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$121M	-$11.5M	10	3.46%	Reduced
458	ACP Ashfield Capital Partners San Francisco, California	$121M	-$20.1M	5	5.68%	Reduced
459	Jericho Capital Asset Management New York	$120M	-$14.3M	2	7.25%	Reduced
460	Apex Capital Management Dayton, Ohio	$120M	+$13.9M	11	3.7%	Increased
461	Mutual of America Capital Management New York	$120M	-$7.72M	11	2.81%	Reduced
462	CAM ClariVest Asset Management San Diego, California	$120M	+$21.2M	5	4.53%	Increased
463	Rothschild & Co Asset Management US Stamford, Connecticut	$119M	-$6.16M	3	2.44%	Reduced
464	DVC Deer VII & Co Larchmont, New York	$118M	-$17.2M	1	33.34%	Reduced
465	DCM Dupont Capital Management Wilmington, Delaware	$117M	-$1.83M	6	1.92%	Reduced
466	NM NWI Management New York	$117M	$0	1	27.12%	Maintained
467	IACCA IDG-Accel China Capital Associates Central, Hong Kong	$116M	-$111M	1	100%	Reduced
468	ZAM Zenit Asset Management Stockholm, Sweden	$116M	+$81.3M	3	13.18%	Increased
469	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$115M	-$118M	2	23.83%	Reduced
470	Jupiter Asset Management London, United Kingdom	$115M	+$6.14M	5	3.65%	Increased
471	GL GLG LLC New York	$115M	+$10.2M	8	3.39%	Increased
472	Fort Washington Investment Advisors Cincinnati, Ohio	$115M	+$5.01M	6	2.22%	Increased
473	Segall Bryant & Hamill Chicago, Illinois	$115M	+$6.19M	6	2.73%	Increased
474	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$113M	+$9.72M	3	0.91%	Increased
475	FCM Fairholme Capital Management South Miami, Florida	$113M	+$95.4M	1	1.14%	New