← 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	SRS Investment Management New York	$343M	-$188M	4	6.73%	Reduced
452	UMB Bank Kansas City, Missouri	$343M	-$4.62M	36	5.34%	Reduced
453	MUFG Americas New York	$343M	-$3M	8	7.79%	Reduced
454	Artemis Investment Management Edinburgh, United Kingdom	$342M	-$428M	7	3.52%	Reduced
455	Prudential plc London, England, United Kingdom	$342M	+$43.4M	19	6.19%	Increased
456	Comgest Global Investors Paris, France	$341M	-$18.1M	6	6.7%	Reduced
457	Yacktman Asset Management Austin, Texas	$340M	+$8.76M	3	3.52%	Increased
458	Lido Advisors Los Angeles, California	$340M	-$6.22M	11	4.5%	Reduced
459	Jupiter Asset Management London, United Kingdom	$338M	-$12M	14	4.75%	Reduced
460	Welch & Forbes Boston, Massachusetts	$334M	+$3.34M	10	6.1%	Increased
461	SAM Shell Asset Management The Hague, Netherlands	$334M	-$35.1M	37	9.87%	Reduced
462	D.A. Davidson & Co Great Falls, Montana	$333M	-$2.11M	19	4.18%	Reduced
463	Voyager Global Management New York	$332M	+$121M	2	21.25%	Increased
464	LT Lindsell Train London, United Kingdom	$330M	-$35.7M	2	6.48%	Reduced
465	Clal Insurance Tel-Aviv, Israel	$329M	-$37.6M	10	4.38%	Reduced
466	WI Wafra Inc New York	$328M	-$4.48M	4	12.5%	Reduced
467	CIP Champlain Investment Partners Burlington, Vermont	$328M	+$2.76M	3	2.12%	Increased
468	AP Altarock Partners West Palm Beach, Florida	$325M	+$65M	1	10.04%	Increased
469	RC Raine Capital New York	$322M	+$174K	1	56.59%	Increased
470	Brookfield Corp Toronto, Ontario, Canada	$322M	+$21M	11	1.36%	Increased
471	Altimeter Capital Management Boston, Massachusetts	$319M	-$197M	1	7.28%	Reduced
472	MG Meritage Group San Francisco, California	$318M	+$46.2M	3	9.19%	Increased
473	EdgePoint Investment Group Toronto, Ontario, Canada	$318M	+$192M	2	2.84%	Increased
474	CA Cullinan Associates Louisville, Kentucky	$317M	-$21.1M	8	19.36%	Reduced
475	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$316M	$0	2	67.83%	Maintained