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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	$127M	-$2.97M	4	1.99%	Reduced
477	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$127M	-$24.9M	11	4.34%	Reduced
478	GAMCO Investors Greenwich, Connecticut	$127M	-$26.7M	11	0.83%	Reduced
479	BCM Bluefin Capital Management New York	$126M	-$23.6M	11	7.67%	Reduced
480	CCM Compton Capital Management Providence, Rhode Island	$125M	-$202K	1	45.15%	Reduced
481	Yacktman Asset Management Austin, Texas	$125M	-$382M	1	0.82%	Reduced
482	Rothschild & Co Asset Management US Stamford, Connecticut	$124M	+$3.38M	3	2.43%	Increased
483	Highbridge Capital Management New York	$124M	-$3.15M	16	1.91%	Reduced
484	SH SeaTown Holdings Singapore	$124M	-$88.8M	1	24.12%	Reduced
485	FTIM Flowering Tree Investment Management Singapore	$124M	+$48.1M	2	51.31%	Increased
486	Janney Montgomery Scott Philadelphia, Pennsylvania	$123M	+$80.3M	11	3.46%	Increased
487	Parallax Volatility Advisers San Francisco, California	$122M	-$44.5M	22	0.27%	Reduced
488	Daiwa Securities Group Tokyo, Japan	$122M	-$21.4M	12	0.87%	Reduced
489	Smead Capital Management Phoenix, Arizona	$121M	+$1.8M	2	6.44%	Increased
490	Bridgeway Capital Management Houston, Texas	$120M	-$4.81M	21	2.52%	Reduced
491	Cullen/Frost Bankers San Antonio, Texas	$119M	-$1.95M	7	4.74%	Reduced
492	OCM Osterweis Capital Management San Francisco, California	$119M	-$48.6M	3	5.38%	Reduced
493	DCM Dupont Capital Management Wilmington, Delaware	$119M	+$1.98M	6	3%	Increased
494	JC Joho Capital New York	$118M	+$59.1M	3	33.9%	Increased
495	FAM Foxhaven Asset Management Charlottesville, Virginia	$118M	+$12M	3	13.84%	Increased
496	New Mexico Educational Retirement Board Santa Fe, New Mexico	$118M	+$2.65M	8	5.76%	Increased
497	Melvin Capital Management New York	$117M	-$81.6M	2	6.57%	Reduced
498	Livforsakringsbolaget Skandia Stockholm, Sweden	$116M	-$2.14M	10	6.07%	Reduced
499	Jupiter Asset Management London, United Kingdom	$115M	-$2.4M	6	4.51%	Reduced
500	Great Lakes Advisors Chicago, Illinois	$115M	+$29.9M	10	3.56%	Increased