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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	TAM Tiverton Asset Management Wilimington, Delaware	$237M	+$18.7M	12	11.64%	Increased
452	MVP Miller Value Partners Sarasota, Florida	$237M	-$80.9M	5	7.64%	Reduced
453	Hudson Bay Capital Management Stamford, Connecticut	$236M	-$23M	14	2.92%	Reduced
454	QS Investors New York	$236M	+$17.7M	29	2.27%	Increased
455	Moore Capital Management New York	$236M	-$50.4M	6	5.06%	Reduced
456	Gabelli Funds Rye, New York	$236M	-$6.99M	15	1.35%	Reduced
457	H Hexavest Montreal, Quebec, Canada	$236M	-$163M	3	3.02%	Reduced
458	Personal Capital Advisors Redwood City, California	$233M	-$88.2K	9	2.99%	Reduced
459	SCM Steadfast Capital Management New York	$233M	+$57.3M	4	3.31%	Increased
460	AustralianSuper Melbourne, Australia	$230M	+$24.4M	1	4.36%	Increased
461	ACM Atlanta Capital Management Atlanta, Georgia	$229M	-$11M	1	1.07%	Reduced
462	CEP Chicago Equity Partners Chicago, Illinois	$229M	+$1.92M	11	6.73%	Increased
463	Maverick Capital Dallas, Texas	$226M	-$70.6M	8	2.82%	Reduced
464	Rothschild & Co Asset Management US Stamford, Connecticut	$224M	-$14M	5	2.3%	Reduced
465	Martingale Asset Management Boston, Massachusetts	$223M	-$9.81M	13	2.61%	Reduced
466	Zacks Investment Management Chicago, Illinois	$223M	+$16.4M	8	4.65%	Increased
467	BG Bollard Group Boston, Massachusetts	$223M	-$15.5M	9	8.96%	Reduced
468	River Road Asset Management Louisville, Kentucky	$222M	-$17M	4	4.61%	Reduced
469	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$221M	+$19.2M	25	4.58%	Increased
470	SAM Securian Asset Management St Paul, Minnesota	$221M	-$5.21M	12	5.25%	Reduced
471	CLC Charles-Lim Capital Central, Hong Kong	$219M	-$26.9M	2	60.17%	Reduced
472	RP Regal Partners Sydney, NSW, Australia	$218M	+$4.75M	2	22.67%	Increased
473	SRS Investment Management New York	$218M	+$7.86M	4	4.49%	Increased
474	BIM Barton Investment Management West Conshohocken, Pennsylvania	$218M	-$1.07M	4	33.69%	Reduced
475	Achmea Investment Management Zeist, Netherlands	$217M	-$27.9M	11	8.21%	Reduced