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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
476	Mairs & Power Inc St Paul, Minnesota	$131M	+$2.36M	4	1.91%	Increased
477	YI YM Investment Central, Hong Kong	$131M	-$319M	1	55.97%	Reduced
478	SRFM Shannon River Fund Management New York	$130M	+$73.3M	3	9.83%	Increased
479	FI Fosun International Hong Kong, China	$128M	+$126M	4	18.88%	Increased
480	CAM ClariVest Asset Management San Diego, California	$128M	-$1.56M	5	4.7%	Reduced
481	PointState Capital New York	$128M	+$123M	1	2.32%	Increased
482	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$127M	-$724K	12	3.88%	Reduced
483	Mutual of America Capital Management New York	$126M	+$1.07M	11	3.02%	Increased
484	EPCM Eton Park Capital Management New York	$126M	+$8.4M	2	1.49%	Increased
485	Whale Rock Capital Management Boston, Massachusetts	$126M	-$14.5M	4	16.4%	Reduced
486	Mondrian Investment Partners London, United Kingdom	$126M	-$2.54M	3	1.75%	Reduced
487	SAM Sheffield Asset Management Chicago, Illinois	$126M	+$44.8M	3	18.19%	Increased
488	Axiom Investors Greenwich, Connecticut	$126M	-$21.1M	3	3.12%	Reduced
489	MI Markston International White Plains, New York	$126M	-$3.91M	4	7.7%	Reduced
490	BB&T Securities Richmond, Virginia	$125M	-$3.24M	10	2.94%	Reduced
491	Segall Bryant & Hamill Chicago, Illinois	$125M	+$8.62M	6	2.89%	Increased
492	QF QVT Financial New York	$125M	+$38.1M	4	6.42%	Increased
493	CCM Corsair Capital Management New York	$124M	-$3.35M	4	12.75%	Reduced
494	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$124M	+$11.7M	9	4.04%	Increased
495	Norinchukin Bank Tokyo, Japan	$123M	+$9.16M	8	3.51%	Increased
496	Rothschild & Co Asset Management US Stamford, Connecticut	$122M	-$3.55M	3	2.62%	Reduced
497	FP FPR Partners San Francisco, California	$121M	-$5.38M	1	4.07%	Reduced
498	PP PDT Partners New York	$121M	+$63.4M	22	3.07%	Increased
499	Two Sigma Advisers New York	$121M	-$130M	23	0.91%	Reduced
500	Highbridge Capital Management New York	$121M	-$126M	10	1.6%	Reduced