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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	AMF Tjänstepension Stockholm, Sweden	$160M	+$1.43M	4	2.01%	Increased
452	CIBC Asset Management Toronto, Ontario, Canada	$160M	+$5.7M	13	1.13%	Increased
453	Jefferies Group New York	$160M	+$104M	18	0.89%	Increased
454	SAM Sheffield Asset Management Chicago, Illinois	$159M	+$10.1M	3	24.92%	Increased
455	PineBridge Investments New York	$155M	+$23.4M	14	5.73%	Increased
456	Daiwa Securities Group Tokyo, Japan	$155M	+$56.6M	11	1.04%	Increased
457	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$155M	+$5.75M	12	4.71%	Increased
458	SW SVB Wealth Boston, Massachusetts	$155M	+$2.33M	11	4.99%	Increased
459	SA SQ Advisors Naples, Florida	$155M	-$3.48M	1	5.3%	Reduced
460	HBK Investments Dallas, Texas	$153M	+$9.72M	15	1.44%	Increased
461	DILH Dai-ichi Life Holdings Tokyo, Japan	$153M	-$7.7M	9	4.31%	Reduced
462	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$153M	+$36.9K	10	5.76%	Increased
463	MSA Mason Street Advisors Milwaukee, Wisconsin	$153M	-$285M	15	4.63%	Reduced
464	AC Alleghany Corporation New York	$152M	-$111M	2	5.37%	Reduced
465	Axiom Investors Greenwich, Connecticut	$152M	-$8.29M	4	4.11%	Reduced
466	CAM Contour Asset Management New York	$150M	+$40.1M	4	8.5%	Increased
467	KIG Kovitz Investment Group Chicago, Illinois	$150M	-$26.2M	4	8.21%	Reduced
468	Vaughan Nelson Investment Management Houston, Texas	$149M	-$19.2M	3	2.27%	Reduced
469	MC Maplelane Capital New York	$148M	+$128M	5	4.88%	Increased
470	ZAM Zenit Asset Management Stockholm, Sweden	$148M	-$15.5M	5	24.58%	Reduced
471	BAPIM British Airways Pensions Investment Management London, United Kingdom	$148M	-$22.5M	2	4.55%	Reduced
472	BRC Blue Ridge Capital New York	$147M	$0	1	1.67%	Maintained
473	DCM Dupont Capital Management Wilmington, Delaware	$147M	+$32M	7	2.88%	Increased
474	Mutual of America Capital Management New York	$147M	-$750K	11	3.19%	Reduced
475	IIM Ivory Investment Management New York	$146M	+$3.82M	2	3.45%	Increased