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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	Norinchukin Bank Tokyo, Japan	$164M	-$2.55M	8	4.19%	Reduced
452	Snyder Capital Management San Francisco, California	$164M	-$10.5M	2	9.2%	Reduced
453	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$164M	-$1.45M	16	2.98%	Reduced
454	CCM Cadian Capital Management New York	$163M	+$12.8M	3	4.78%	Increased
455	BAPIM British Airways Pensions Investment Management London, United Kingdom	$162M	+$9.97M	4	4.99%	Increased
456	Davenport & Co Richmond, Virginia	$162M	-$16.7M	9	2.51%	Reduced
457	GAMCO Investors Greenwich, Connecticut	$161M	-$1.76M	12	0.87%	Reduced
458	Artemis Investment Management Edinburgh, United Kingdom	$160M	+$31.3M	4	5.17%	Increased
459	CIBC Asset Management Toronto, Ontario, Canada	$159M	-$2.11M	12	1.11%	Reduced
460	EA Euclid Advisors Hartford, Connecticut	$159M	+$43.8M	7	3.14%	Increased
461	Cooke & Bieler Philadelphia, Pennsylvania	$159M	+$52.9M	3	3.56%	Increased
462	AEGON Asset Management (UK) Edinburgh, United Kingdom	$159M	-$42.5M	5	4.39%	Reduced
463	Daiwa Securities Group Tokyo, Japan	$158M	+$4.02M	13	1.12%	Increased
464	OA Omega Advisors New York	$158M	-$142M	3	2.52%	Reduced
465	BRC Blue Ridge Capital New York	$155M	+$13.4M	2	1.75%	Increased
466	SW SVB Wealth Boston, Massachusetts	$154M	-$1.44M	11	5.09%	Reduced
467	MSA Mason Street Advisors Milwaukee, Wisconsin	$154M	-$994K	15	4.71%	Reduced
468	DL Delta Lloyd Amsterdam, Netherlands	$152M	+$7.2M	11	4.75%	Increased
469	SA SQ Advisors Naples, Florida	$152M	-$2.28M	1	4.94%	Reduced
470	NM NWI Management New York	$151M	+$12.3M	2	21.61%	Increased
471	Mawer Investment Management Calgary, Alberta, Canada	$151M	+$10.5M	4	1.92%	Increased
472	HL Financial Services Louisville, Kentucky	$150M	-$12.4M	8	3.97%	Reduced
473	Rockefeller Financial Services New York	$149M	-$90.1M	7	3.09%	Reduced
474	Mutual of America Capital Management New York	$147M	-$1.19M	10	3.22%	Reduced
475	TM Tiger Management New York	$147M	+$36.7M	3	20.74%	Increased