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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	CCM Criterion Capital Management San Francisco, California	$143M	-$12M	1	4.85%	Reduced
452	FP FPR Partners San Francisco, California	$142M	+$13.2M	1	3.56%	Increased
453	Cambiar Investors Denver, Colorado	$142M	+$35.5M	2	2.09%	Increased
454	MC Maplelane Capital New York	$141M	-$39.2M	3	8.5%	Reduced
455	TGA Trilogy Global Advisors Winter Park, Florida	$141M	-$4.14M	3	3.8%	Reduced
456	MSA Mason Street Advisors Milwaukee, Wisconsin	$140M	-$5.15M	17	4.71%	Reduced
457	Hosking Partners London, United Kingdom	$138M	+$141M	5	6.72%	New
458	Regions Financial Corp Birmingham, Alabama	$137M	+$11.5M	13	1.96%	Increased
459	IIM Ivory Investment Management New York	$137M	+$94.4M	2	3.69%	Increased
460	Ruffer LLP London, United Kingdom	$137M	-$118M	3	5.87%	Reduced
461	Zurich Insurance Group Zurich, Switzerland	$137M	+$143M	4	5.04%	New
462	KCM Kensico Capital Management Greenwich, Connecticut	$137M	+$8.24M	1	2.89%	Increased
463	DILH Dai-ichi Life Holdings Tokyo, Japan	$135M	+$687K	8	4.19%	Increased
464	Mutual of America Capital Management New York	$135M	-$3.42M	12	3.2%	Reduced
465	BPI Battery Partners IX Boston, Massachusetts	$135M	$0	1	50.11%	Maintained
466	MGM Miura Global Management New York	$134M	+$45.6M	1	7.35%	Increased
467	Huntington National Bank Columbus, Ohio	$132M	-$23M	21	3.46%	Reduced
468	Lyrical Asset Management New York	$132M	+$15.9M	1	3.13%	Increased
469	SCH Sylebra Capital (HK) Hong Kong	$131M	+$9.69M	3	14.75%	Increased
470	HL Financial Services Louisville, Kentucky	$131M	-$1.98M	6	3.7%	Reduced
471	Axiom Investors Greenwich, Connecticut	$131M	-$57.7M	3	4.12%	Reduced
472	Castleark Management Chicago, Illinois	$130M	+$822K	4	4.18%	Increased
473	Horizon Kinetics New York	$129M	-$51M	11	2.35%	Reduced
474	NM NWI Management New York	$129M	+$36.4K	2	20%	Increased
475	TM Tiger Management New York	$128M	+$13.5M	3	17.05%	Increased