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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	HP Hound Partners New York	$257M	-$17.7M	4	16.37%	Reduced
452	SGAM Smith Group Asset Management Dallas, Texas	$257M	+$18M	6	9.04%	Increased
453	First Pacific Advisors El Segundo, California	$255M	+$2.63M	5	2.4%	Increased
454	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$254M	+$5.2M	13	3.69%	Increased
455	Castle Hook Partners New York	$254M	-$84.6M	4	8.18%	Reduced
456	Haverford Trust Company Radnor, Pennsylvania	$253M	+$2.13M	4	4.44%	Increased
457	Evercore Wealth Management New York	$253M	+$2.79M	5	7.42%	Increased
458	Snyder Capital Management San Francisco, California	$251M	+$7.27M	3	11.02%	Increased
459	EA Echinus Advisors New York	$248M	-$57M	1	21.48%	Reduced
460	OAM Origin Asset Management London, United Kingdom	$245M	+$83.4M	7	22.47%	Increased
461	IVAV Index Venture Associates V St. Helier, Channel Islands, Jersey	$245M	$0	1	97.41%	Maintained
462	VM Valinor Management New York	$245M	-$8.14M	4	16.57%	Reduced
463	TC Tairen Capital Hong Kong	$244M	-$60.6M	6	35.85%	Reduced
464	Marshall Wace Asia Central, Hong Kong	$243M	+$37.7M	8	5.78%	Increased
465	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$243M	-$13.5M	44	3.54%	Reduced
466	JCM JS Capital Management New York	$243M	+$39.2M	5	33.07%	Increased
467	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$243M	-$8.64M	12	53.29%	Reduced
468	GIG Goodnow Investment Group Darien, Connecticut	$242M	+$23.7M	4	34.41%	Increased
469	General Atlantic New York	$241M	+$5.1M	2	15.96%	Increased
470	Stephens Investment Management Group Houston, Texas	$239M	+$1.97M	8	4.79%	Increased
471	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$238M	-$4.84M	10	6.72%	Reduced
472	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$238M	$0	1	67.08%	Maintained
473	Artemis Investment Management Edinburgh, United Kingdom	$237M	-$8.09M	7	3.23%	Reduced
474	Williams Jones Wealth Management New York	$236M	+$232M	8	4.84%	New
475	Markel Group Glen Allen, Virginia	$235M	+$6.13M	2	3.56%	Increased