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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	Segall Bryant & Hamill Chicago, Illinois	$147M	-$22M	7	3.65%	Reduced
452	HBK Investments Dallas, Texas	$146M	-$66.8M	10	1.41%	Reduced
453	MSA Mason Street Advisors Milwaukee, Wisconsin	$145M	+$2.13M	17	4.44%	Increased
454	PC Pelham Capital London, United Kingdom	$145M	+$30.1M	1	53.51%	Increased
455	USSCPF United States Steel & Carnegie Pension Fund New York	$145M	$0	2	3.35%	Maintained
456	Norinchukin Bank Tokyo, Japan	$143M	+$3.49M	9	3.48%	Increased
457	FI Focused Investors Los Angeles, California	$143M	-$4.29M	1	5.51%	Reduced
458	PC Passport Capital San Francisco, California	$143M	+$71.8M	6	2.33%	Increased
459	Hudson Bay Capital Management Stamford, Connecticut	$141M	+$99.1M	2	6.64%	Increased
460	LCG Luxor Capital Group New York	$140M	+$13.7M	1	5.73%	Increased
461	HI Honeywell International Charlotte, North Carolina	$140M	-$39.2M	2	3.54%	Reduced
462	Snyder Capital Management San Francisco, California	$140M	-$12.3M	2	9.5%	Reduced
463	IC Immersion Capital London, United Kingdom	$140M	-$46.9M	2	78.51%	Reduced
464	CM CS McKee Pittsburgh, Pennsylvania	$140M	-$27.9M	2	5.13%	Reduced
465	HL Financial Services Louisville, Kentucky	$139M	+$3.84M	6	3.37%	Increased
466	Mutual of America Capital Management New York	$138M	+$899K	11	3.06%	Increased
467	SCMC Serenity Capital Management (Cayman) George Town, Cayman Islands	$137M	+$14.1M	3	55.82%	Increased
468	Saturna Capital Bellingham, Washington	$136M	-$20.1M	5	4.35%	Reduced
469	VFA Virtus Fund Advisers Hartford, Connecticut	$136M	-$24.2M	5	1.2%	Reduced
470	FTIM Flowering Tree Investment Management Singapore	$135M	+$31.5M	1	55.34%	Increased
471	CAM Contour Asset Management New York	$135M	-$98.4M	4	8.62%	Reduced
472	PFU Parus Finance (UK) London, United Kingdom	$134M	+$39.2M	4	19.04%	Increased
473	WIM Weitz Investment Management Omaha, Nebraska	$134M	-$1.9M	4	4.69%	Reduced
474	Mairs & Power Inc St Paul, Minnesota	$133M	-$1.32M	4	1.89%	Reduced
475	SW SVB Wealth Boston, Massachusetts	$132M	-$7.36M	12	5.39%	Reduced