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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	Regions Financial Corp Birmingham, Alabama	$148M	+$10.8M	13	1.98%	Increased
452	USSCPF United States Steel & Carnegie Pension Fund New York	$148M	-$16.7M	2	3.49%	Reduced
453	SCMC Serenity Capital Management (Cayman) George Town, Cayman Islands	$147M	+$150M	3	59.73%	New
454	Snyder Capital Management San Francisco, California	$146M	-$15.2M	2	10.09%	Reduced
455	KIG Kovitz Investment Group Chicago, Illinois	$146M	+$2.55M	4	8.96%	Increased
456	SA SQ Advisors Naples, Florida	$145M	-$5.29M	1	4.82%	Reduced
457	Wolverine Asset Management Chicago, Illinois	$144M	+$147M	11	3.1%	Increased
458	PineBridge Investments New York	$144M	-$30.3M	20	6.18%	Reduced
459	WIM Weitz Investment Management Omaha, Nebraska	$143M	-$21.9M	3	4.87%	Reduced
460	MSA Mason Street Advisors Milwaukee, Wisconsin	$143M	-$577K	17	4.46%	Reduced
461	Daiwa Securities Group Tokyo, Japan	$140M	+$3.86M	15	0.93%	Increased
462	Jane Street New York	$140M	+$32.5M	23	0.87%	Increased
463	KDA KPCB DGF Associates Menlo Park, California	$140M	$0	1	44.65%	Maintained
464	SW SVB Wealth Boston, Massachusetts	$139M	-$7.9M	13	5.49%	Reduced
465	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$139M	+$6.98M	11	4.69%	Increased
466	Norinchukin Bank Tokyo, Japan	$137M	-$12.2M	9	3.49%	Reduced
467	Congress Asset Management Boston, Massachusetts	$137M	-$4.82M	6	3.41%	Reduced
468	Cornerstone Investment Partners Atlanta, Georgia	$137M	+$52M	3	4.21%	Increased
469	Mutual of America Capital Management New York	$137M	-$1.53M	11	3.07%	Reduced
470	Lyrical Asset Management New York	$136M	+$4.57M	1	3.34%	Increased
471	NMC NEA Management Company Timonium, Maryland	$136M	-$5.53M	1	8.63%	Reduced
472	Frontier Capital Management Boston, Massachusetts	$134M	-$45.2M	5	1.11%	Reduced
473	Appaloosa Management Miami Beach, Florida	$133M	-$5.14M	1	2.65%	Reduced
474	FI Focused Investors Los Angeles, California	$132M	-$10.2M	1	5.1%	Reduced
475	SRS Investment Management New York	$132M	+$61.2M	4	4.47%	Increased