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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	Bridgeway Capital Management Houston, Texas	$213M	-$2.99M	19	2.16%	Reduced
477	Evercore Wealth Management New York	$212M	+$6.16M	6	7.26%	Increased
478	Rothschild & Co Asset Management US Stamford, Connecticut	$211M	-$3.91M	5	2.27%	Reduced
479	Haverford Trust Company Radnor, Pennsylvania	$210M	+$197K	5	4.14%	Increased
480	Snyder Capital Management San Francisco, California	$209M	-$16.9M	2	9.87%	Reduced
481	RP Regal Partners Sydney, NSW, Australia	$208M	-$4.89M	2	22.84%	Reduced
482	Achmea Investment Management Zeist, Netherlands	$207M	-$10.1M	10	7.24%	Reduced
483	GTP Global Thematic Partners New York	$206M	+$42.8M	5	7.54%	Increased
484	MC Martin Currie Edinburgh, United Kingdom	$205M	-$2.74M	4	14.29%	Reduced
485	VCM Valiant Capital Management San Francisco, California	$204M	-$19.7M	3	18.93%	Reduced
486	TGA Trilogy Global Advisors Winter Park, Florida	$202M	-$27M	3	19.97%	Reduced
487	Personal Capital Advisors Redwood City, California	$202M	+$8.34M	9	2.84%	Increased
488	Oppenheimer & Co New York	$201M	-$10.1M	17	5.47%	Reduced
489	TAMH Taikang Asset Management (HK) Hong Kong	$197M	-$150M	5	22.34%	Reduced
490	RCW Rheos Capital Works Tokyo, Japan	$194M	+$19.1M	2	27.44%	Increased
491	Dragoneer Investment Group San Francisco, California	$194M	+$31M	4	16.99%	Increased
492	WA WFM Asia Road Town, Tortola, British Virgin Islands	$194M	-$1.84M	3	27.86%	Reduced
493	OMERS Administration Corp Toronto, Ontario, Canada	$193M	-$2.09M	7	1.78%	Reduced
494	PEAK6 Group Chicago, Illinois	$192M	+$18.2M	32	0.82%	Increased
495	CEP Chicago Equity Partners Chicago, Illinois	$192M	+$4.59M	10	5.89%	Increased
496	SAM Securian Asset Management St Paul, Minnesota	$192M	-$2.96M	12	4.75%	Reduced
497	BG Bollard Group Boston, Massachusetts	$191M	-$29.3M	7	8.77%	Reduced
498	Johnson Investment Counsel Cincinnati, Ohio	$189M	-$3.37M	8	4.64%	Reduced
499	E. Ohman J:or Asset Management Stockholm, Sweden	$189M	+$22M	7	13.44%	Increased
500	LCS Levin Capital Strategies New York	$188M	+$20M	6	3.24%	Increased