← 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
476	HP Harbourvest Partners Boston, Massachusetts	$145M	-$1.6M	3	82.33%	Reduced
477	FP FPR Partners San Francisco, California	$145M	+$20.2M	1	3.72%	Increased
478	ACP Ashfield Capital Partners San Francisco, California	$144M	-$12.1M	6	7.68%	Reduced
479	Hudson Bay Capital Management Stamford, Connecticut	$144M	+$30.2M	3	3.82%	Increased
480	CCM Criterion Capital Management San Francisco, California	$144M	+$47M	2	5.71%	Increased
481	DL Delta Lloyd Amsterdam, Netherlands	$143M	-$2.58M	12	4.44%	Reduced
482	CC Curian Capital Denver, Colorado	$142M	+$13.4M	9	2.37%	Increased
483	Mawer Investment Management Calgary, Alberta, Canada	$141M	+$59.4M	3	1.8%	Increased
484	Jupiter Asset Management London, United Kingdom	$141M	-$24.1M	3	4.04%	Reduced
485	NM NWI Management New York	$139M	-$2.96M	2	17.34%	Reduced
486	Dragoneer Investment Group San Francisco, California	$138M	+$21.9M	3	64.04%	Increased
487	Regions Financial Corp Birmingham, Alabama	$138M	-$3.48M	10	1.77%	Reduced
488	RHBC R.H. Bluestein & Co Birmingham, Michigan	$138M	-$4.89M	5	8.3%	Reduced
489	SCH Sylebra Capital (HK) Hong Kong	$137M	+$35M	3	29.79%	Increased
490	Rothschild & Co Asset Management US Stamford, Connecticut	$136M	-$13.4M	3	2.58%	Reduced
491	WAM World Asset Management Detroit, Michigan	$136M	-$1.62M	11	4.68%	Reduced
492	ArrowMark Colorado Holdings Denver, Colorado	$136M	-$32.8M	9	3.52%	Reduced
493	TCP Tourbillon Capital Partners New York	$136M	+$2.84M	1	3.5%	Increased
494	Ruffer LLP London, United Kingdom	$135M	-$16.2M	4	5.88%	Reduced
495	OAMG Odey Asset Management Group London, United Kingdom	$134M	+$6.09M	2	7.6%	Increased
496	Janney Montgomery Scott Philadelphia, Pennsylvania	$134M	+$5.79M	11	2.49%	Increased
497	New Mexico Educational Retirement Board Santa Fe, New Mexico	$134M	-$8.07M	7	5.86%	Reduced
498	DGA DST Global Advisors Road Town, Tortola, British Virgin Islands	$133M	-$41.2M	2	100%	Reduced
499	Candriam SCA Strassen, Luxembourg, Luxembourg	$132M	-$2.8M	10	2.65%	Reduced
500	CP Coho Partners Berwyn, Pennsylvania	$131M	+$58.2M	2	6.72%	Increased