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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	JC Joho Capital New York	$132M	-$2.57M	4	36.85%	Reduced
477	GAMCO Investors Greenwich, Connecticut	$131M	-$1.61M	11	0.86%	Reduced
478	DCM Dupont Capital Management Wilmington, Delaware	$131M	+$7.55M	7	3.15%	Increased
479	Voloridge Investment Management Jupiter, Florida	$130M	+$35.3M	6	9.3%	Increased
480	PAR Capital Management Boston, Massachusetts	$130M	+$33.5M	5	2.39%	Increased
481	Bridgeway Capital Management Houston, Texas	$130M	+$5.19M	21	2.41%	Increased
482	Fuller & Thaler Asset Management San Mateo, California	$130M	+$8.4M	13	2.77%	Increased
483	HL Financial Services Louisville, Kentucky	$129M	+$3.88M	6	3.31%	Increased
484	Crawford Investment Counsel Atlanta, Georgia	$129M	-$31.6M	4	5.68%	Reduced
485	DFO Duquesne Family Office New York	$128M	+$30.3M	1	13.14%	Increased
486	Maverick Capital Dallas, Texas	$128M	+$74.8M	4	1.85%	Increased
487	NM NWI Management New York	$128M	-$2.63M	2	12.28%	Reduced
488	IIM Ivory Investment Management New York	$128M	-$14.2M	3	3.43%	Reduced
489	Janney Montgomery Scott Philadelphia, Pennsylvania	$128M	+$3.84M	10	3.3%	Increased
490	AGF Investments Inc Toronto, Ontario, Canada	$128M	-$1.59M	6	1.57%	Reduced
491	Livforsakringsbolaget Skandia Stockholm, Sweden	$127M	+$9.5M	9	6%	Increased
492	Capital Fund Management (CFM) Paris, France	$127M	+$33.5M	10	1.31%	Increased
493	WAM World Asset Management Detroit, Michigan	$127M	+$11M	12	4.81%	Increased
494	Nomura Holdings Tokyo, Japan	$126M	-$53.4M	17	0.35%	Reduced
495	Davenport & Co Richmond, Virginia	$126M	-$55.7M	7	2.03%	Reduced
496	Huntington National Bank Columbus, Ohio	$125M	-$7.04M	21	3.17%	Reduced
497	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$125M	+$700K	2	23.2%	Increased
498	HCM Highfields Capital Management Boston, Massachusetts	$124M	-$115M	2	1.07%	Reduced
499	Cullen/Frost Bankers San Antonio, Texas	$124M	-$1.55M	7	4.67%	Reduced
500	AGA Altrinsic Global Advisors Stamford, Connecticut	$124M	-$54.7M	5	3.21%	Reduced