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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	PEAK6 Group Chicago, Illinois	$147M	-$30M	21	0.87%	Reduced
477	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$145M	-$9.07M	11	5.4%	Reduced
478	ACP Ashfield Capital Partners San Francisco, California	$145M	-$2.25M	6	7.94%	Reduced
479	BPI Battery Partners IX Boston, Massachusetts	$144M	$0	1	46.79%	Maintained
480	Candriam SCA Strassen, Luxembourg, Luxembourg	$144M	+$13.8M	10	3%	Increased
481	KIG Kovitz Investment Group Chicago, Illinois	$144M	-$672K	4	7.98%	Reduced
482	DILH Dai-ichi Life Holdings Tokyo, Japan	$143M	-$13.4M	9	4.26%	Reduced
483	Vaughan Nelson Investment Management Houston, Texas	$141M	-$7.01M	3	1.99%	Reduced
484	Regions Financial Corp Birmingham, Alabama	$140M	+$5.38M	13	1.86%	Increased
485	Highbridge Capital Management New York	$139M	+$63.1M	14	1.76%	Increased
486	CC Curian Capital Denver, Colorado	$138M	-$4.75M	8	2.33%	Reduced
487	CPCM Clifton Park Capital Management Wilmington, Delaware	$138M	-$44.3M	2	10.05%	Reduced
488	CA Cortland Advisers Wilmington, Delaware	$138M	+$136M	2	2.24%	New
489	FP FPR Partners San Francisco, California	$137M	$0	1	3.52%	Maintained
490	Rothschild & Co Asset Management US Stamford, Connecticut	$137M	-$552K	3	2.53%	Reduced
491	CLC Charles-Lim Capital Central, Hong Kong	$136M	+$29.1M	3	56.11%	Increased
492	Jupiter Asset Management London, United Kingdom	$136M	+$20.8M	5	4.76%	Increased
493	CP Coho Partners Berwyn, Pennsylvania	$135M	+$15.7M	2	7.11%	Increased
494	Castleark Management Chicago, Illinois	$135M	+$45.9M	4	3.61%	Increased
495	KCM Kensico Capital Management Greenwich, Connecticut	$134M	+$2.29M	1	2.63%	Increased
496	ArrowMark Colorado Holdings Denver, Colorado	$131M	-$13.4M	13	3.2%	Reduced
497	CCM Criterion Capital Management San Francisco, California	$131M	-$31.2M	1	5.01%	Reduced
498	Congress Asset Management Boston, Massachusetts	$130M	-$53.3M	6	3.74%	Reduced
499	SAM Sheffield Asset Management Chicago, Illinois	$130M	-$22.9M	3	18.61%	Reduced
500	Cullen/Frost Bankers San Antonio, Texas	$129M	+$4.5M	7	4.82%	Increased