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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	LCG Luxor Capital Group New York	$465M	-$22.9M	11	5.7%	Reduced
452	MML Investors Services Springfield, Massachusetts	$462M	+$36.9M	29	4.42%	Increased
453	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$461M	-$100M	2	5.38%	Reduced
454	Quilter Plc London, United Kingdom	$458M	+$7.93M	16	14.47%	Increased
455	BPIH Broad Peak Investment Holdings Singapore	$457M	-$97.8M	5	26.84%	Reduced
456	MP Marcho Partners London, United Kingdom	$456M	+$183M	4	37.8%	Increased
457	Intermede Investment Partners London, United Kingdom	$453M	+$39.6M	3	11.58%	Increased
458	Mercer Global Advisors Denver, Colorado	$452M	+$321M	34	4.12%	Increased
459	MS Mizuho Securities Tokyo, Japan	$451M	-$6.69M	11	93.49%	Reduced
460	Markel Group Glen Allen, Virginia	$451M	$0	2	6.24%	Maintained
461	CAM Contour Asset Management New York	$448M	-$769M	6	23.91%	Reduced
462	AE Wealth Management Topeka, Kansas	$448M	+$13.8M	24	4.52%	Increased
463	CBT Capital Bank & Trust Irvine, California	$446M	-$5.63M	12	5.3%	Reduced
464	ESCM Echo Street Capital Management New York	$446M	+$177M	16	3.99%	Increased
465	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$443M	-$38.2M	3	7.48%	Reduced
466	IFM Investors Melbourne, Australia	$440M	+$51M	17	11.78%	Increased
467	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$439M	$0	2	59.95%	Maintained
468	CLC Charles-Lim Capital Central, Hong Kong	$439M	-$69.7M	2	50.16%	Reduced
469	Cullen/Frost Bankers San Antonio, Texas	$435M	-$17.2M	21	9.54%	Reduced
470	CAM ClariVest Asset Management San Diego, California	$433M	-$40.6M	18	15.31%	Reduced
471	ACM Alua Capital Management New York	$432M	+$19.4M	2	24.37%	Increased
472	KCMH Kontiki Capital Management (HK) Hong Kong	$431M	-$67.5M	2	55.82%	Reduced
473	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$430M	-$503M	1	19.44%	Reduced
474	OAM Origin Asset Management London, United Kingdom	$429M	-$46.6M	7	43.92%	Reduced
475	KDIA KPCB DGF II Associates Menlo Park, California	$429M	-$406M	1	62.34%	Reduced