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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	CLC Charles-Lim Capital Central, Hong Kong	$368M	-$157M	1	43.03%	Reduced
452	Jericho Capital Asset Management New York	$363M	+$15.1M	7	14.21%	Increased
453	CC Cederberg Capital London, United Kingdom	$363M	+$6.91M	3	44.85%	Increased
454	Crake Asset Management London, United Kingdom	$357M	+$194M	4	35.03%	Increased
455	Blackhill Capital Morristown, New Jersey	$354M	-$148K	3	52.03%	Reduced
456	TIAA FSB Jacksonville, Florida	$353M	+$2.59M	6	1.68%	Increased
457	MC Martin Currie Edinburgh, United Kingdom	$353M	-$111M	2	21.73%	Reduced
458	DF Dent & Co Baltimore, Maryland	$351M	-$10.4M	7	5.3%	Reduced
459	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$351M	-$2M	8	16.18%	Reduced
460	Generation Investment Management London, United Kingdom	$351M	-$230M	1	2.02%	Reduced
461	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$350M	-$22.8M	40	5.25%	Reduced
462	John W. Bristol & Co New York	$348M	-$5.54M	2	8.64%	Reduced
463	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$341M	-$140M	22	10.96%	Reduced
464	SCA Southpoint Capital Advisors New York	$336M	+$70.1M	4	8.19%	Increased
465	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$334M	-$21.5M	5	13.83%	Reduced
466	Avalon Investment & Advisory Houston, Texas	$331M	-$16.4M	9	7.63%	Reduced
467	Oppenheimer & Co New York	$330M	+$879K	28	8.54%	Increased
468	M&G Investment Management London, United Kingdom	$330M	+$138M	12	3.49%	Increased
469	NM NWI Management New York	$329M	+$6.46M	2	26.09%	Increased
470	VP Vitruvian Partners London, United Kingdom	$329M	$0	1	94.39%	Maintained
471	Bridges Investment Management Omaha, Nebraska	$328M	-$9.08M	5	11.96%	Reduced
472	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$323M	-$26.6M	9	11.55%	Reduced
473	MML Investors Services Springfield, Massachusetts	$323M	+$27.8M	20	4.32%	Increased
474	Fiduciary Trust Boston, Massachusetts	$321M	-$923K	10	7.94%	Reduced
475	PCM Prime Capital Management Hong Kong	$319M	+$23.1M	2	88.59%	Increased