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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	Axiom Investors Greenwich, Connecticut	$153M	+$16.5M	3	3.79%	Increased
452	KCM Kames Capital Management Edinburgh, United Kingdom	$153M	-$21.5M	6	4.51%	Reduced
453	BAPIM British Airways Pensions Investment Management London, United Kingdom	$152M	+$150M	3	4.99%	New
454	CAM ClariVest Asset Management San Diego, California	$151M	+$11.2M	4	5.33%	Increased
455	Natixis Advisors Boston, Massachusetts	$150M	+$2.81M	15	2.8%	Increased
456	ZAM Zenit Asset Management Stockholm, Sweden	$150M	+$73.4M	4	20.62%	Increased
457	TCG Tremblant Capital Group West Palm Beach, Florida	$149M	+$42M	2	7.16%	Increased
458	Capital Fund Management (CFM) Paris, France	$148M	+$79.2M	10	1.76%	Increased
459	Mairs & Power Inc St Paul, Minnesota	$148M	-$103K	4	2.05%	Reduced
460	Ruffer LLP London, United Kingdom	$148M	+$127M	3	4.85%	Increased
461	DILH Dai-ichi Life Holdings Tokyo, Japan	$147M	-$7.2M	9	4.25%	Reduced
462	Placemark Investments Chicago, Illinois	$147M	-$8.7M	15	2.6%	Reduced
463	Sit Investment Associates Minneapolis, Minnesota	$147M	-$13.4M	6	2.44%	Reduced
464	DGA DST Global Advisors Road Town, Tortola, British Virgin Islands	$146M	+$155M	1	100%	New
465	CIBC Asset Management Toronto, Ontario, Canada	$145M	-$28.2M	13	0.97%	Reduced
466	LSCM Light Street Capital Management Palo Alto, California	$145M	-$241K	6	25.81%	Reduced
467	SAM Sheffield Asset Management Chicago, Illinois	$144M	+$22.4M	3	21.28%	Increased
468	Mondrian Investment Partners London, United Kingdom	$144M	-$4.79M	3	2.32%	Reduced
469	Segall Bryant & Hamill Chicago, Illinois	$144M	+$8.9M	6	3.25%	Increased
470	ACP Ashfield Capital Partners San Francisco, California	$144M	-$3.82M	6	6.95%	Reduced
471	WP Warburg Pincus New York	$144M	$0	1	0.99%	Maintained
472	Martingale Asset Management Boston, Massachusetts	$144M	+$19.2M	9	3.98%	Increased
473	SW SVB Wealth Boston, Massachusetts	$143M	+$140M	10	4.63%	New
474	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$143M	-$48.4M	8	6.58%	Reduced
475	Artemis Investment Management Edinburgh, United Kingdom	$143M	+$40.1M	6	5.55%	Increased