← All themes

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	General Atlantic New York	$204M	$0	1	13.79%	Maintained
452	RA Rovida Advisors Fort Lauderdale, Florida	$204M	+$10.5M	3	21.36%	Increased
453	GTP Global Thematic Partners New York	$203M	+$24.7M	6	6.7%	Increased
454	SCGE Management Menlo Park, California	$203M	+$36.7M	3	31.8%	Increased
455	SCA Southpoint Capital Advisors New York	$203M	-$49.5M	4	9.65%	Reduced
456	Haverford Trust Company Radnor, Pennsylvania	$202M	-$59.6M	5	3.97%	Reduced
457	Snyder Capital Management San Francisco, California	$201M	-$26.3M	2	10.03%	Reduced
458	State of Alaska Department of Revenue Juneau, Alaska	$200M	+$149M	26	4.77%	Increased
459	MN Services Vermogensbeheer The Hague, Netherlands	$200M	-$13.3M	11	6.29%	Reduced
460	MUFG Americas New York	$199M	+$67.2M	14	5.82%	Increased
461	DCM Dupont Capital Management Wilmington, Delaware	$199M	-$4.48M	12	4.56%	Reduced
462	Gabelli Funds Rye, New York	$199M	-$7.71M	15	1.15%	Reduced
463	Cincinnati Financial Corp Fairfield, Ohio	$198M	$0	1	8.7%	Maintained
464	MC Martin Currie Edinburgh, United Kingdom	$198M	-$3.21M	5	13.96%	Reduced
465	UBS O'Connor Chicago, Illinois	$197M	-$40M	14	3.49%	Reduced
466	WA WFM Asia Road Town, Tortola, British Virgin Islands	$197M	+$53.1M	2	27.8%	Increased
467	Huntington National Bank Columbus, Ohio	$197M	-$427K	24	3.14%	Reduced
468	SRIM Saratoga Research & Investment Management Saratoga, California	$195M	-$2.9M	2	13.68%	Reduced
469	Advisors Asset Management Monument, Colorado	$195M	+$9.12M	23	3.21%	Increased
470	Vaughan Nelson Investment Management Houston, Texas	$195M	+$6.24M	5	2.26%	Increased
471	Alyeska Investment Group Chicago, Illinois	$195M	-$92.6M	6	1.55%	Reduced
472	SAM Scopus Asset Management New York	$195M	-$252M	3	1.83%	Reduced
473	Profund Advisors Bethesda, Maryland	$193M	+$6.78M	27	7.45%	Increased
474	CCM Catalus Capital Management Greenwich, Connecticut	$192M	+$173M	1	100%	New
475	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$192M	+$2.63M	28	1.22%	Increased