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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	UBS O'Connor Chicago, Illinois	$184M	+$4.79M	12	3.01%	Increased
452	FI Fosun International Hong Kong, China	$184M	-$34.5M	2	22.69%	Reduced
453	Snyder Capital Management San Francisco, California	$183M	-$5.79M	2	9.71%	Reduced
454	Segall Bryant & Hamill Chicago, Illinois	$183M	-$9.15M	10	4.32%	Reduced
455	IAM Iridian Asset Management Westport, Connecticut	$183M	+$26M	2	1.62%	Increased
456	ICP Indus Capital Partners New York	$183M	+$6.18M	5	20.04%	Increased
457	MAMU Marathon Asset Management (UK) London, United Kingdom	$182M	+$80.8M	5	3.16%	Increased
458	Capital International Inc Los Angeles, California	$182M	-$22.9M	6	26.03%	Reduced
459	CEP Chicago Equity Partners Chicago, Illinois	$181M	-$32.6M	11	4.89%	Reduced
460	Parallax Volatility Advisers San Francisco, California	$181M	+$114M	17	0.35%	Increased
461	LSCM Light Street Capital Management Palo Alto, California	$181M	-$49.5M	4	12.77%	Reduced
462	SA SQ Advisors Naples, Florida	$179M	+$507K	1	6.5%	Increased
463	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$178M	+$117M	6	1.35%	Increased
464	Brighton Jones LLC Seattle, Washington	$177M	-$635K	5	24.91%	Reduced
465	Martingale Asset Management Boston, Massachusetts	$174M	-$35.5M	6	2.46%	Reduced
466	SGAM Smith Group Asset Management Dallas, Texas	$173M	-$13.2M	6	5.33%	Reduced
467	BB&T Securities Richmond, Virginia	$173M	-$20.1M	15	2.51%	Reduced
468	Gabelli Funds Rye, New York	$173M	-$19.4M	14	1.03%	Reduced
469	DCM Dupont Capital Management Wilmington, Delaware	$173M	+$19.1M	13	3.85%	Increased
470	SSM Sound Shore Management Greenwich, Connecticut	$172M	-$525K	1	2.82%	Reduced
471	CCM Criterion Capital Management San Francisco, California	$172M	-$79.2M	2	8.31%	Reduced
472	Amalgamated Bank New York	$171M	+$58.8M	23	5.61%	Increased
473	MC Martin Currie Edinburgh, United Kingdom	$169M	-$19.9M	6	13.57%	Reduced
474	Rothschild & Co Asset Management US Stamford, Connecticut	$169M	-$14.6M	8	1.91%	Reduced
475	Cincinnati Financial Corp Fairfield, Ohio	$168M	$0	1	7.98%	Maintained