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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	H Hexavest Montreal, Quebec, Canada	$215M	+$11.6M	4	2.72%	Increased
477	Stonehage Fleming Financial Services St. Helier, Jersey	$214M	-$98.8M	5	9.7%	Reduced
478	SW SVB Wealth Boston, Massachusetts	$213M	-$17.6M	9	8.42%	Reduced
479	GH GAM Holding Zurich, Switzerland	$213M	-$25.8M	19	8.94%	Reduced
480	Comgest Global Investors Paris, France	$211M	-$12.3M	5	4.61%	Reduced
481	KCM Kensico Capital Management Greenwich, Connecticut	$210M	+$72.5M	1	4.14%	Increased
482	WorldQuant Millennium Advisors New York	$210M	+$71.5M	6	4.98%	Increased
483	Oppenheimer & Co New York	$209M	+$7.55M	20	5.6%	Increased
484	FFM Fullerton Fund Management Singapore	$208M	+$33.5M	9	72.9%	Increased
485	Country Trust Bank Bloomington, Illinois	$207M	+$25.7M	5	9.22%	Increased
486	JC Joho Capital New York	$207M	+$859K	2	34.93%	Increased
487	Driehaus Capital Management Chicago, Illinois	$207M	-$10.8M	19	7.77%	Reduced
488	Achmea Investment Management Zeist, Netherlands	$206M	+$16.7M	13	8.59%	Increased
489	Banco Santander Madrid, Spain	$206M	-$32.3M	9	2.32%	Reduced
490	MC Martin Currie Edinburgh, United Kingdom	$206M	-$1.33M	6	14.41%	Reduced
491	Kovitz Investment Group Partners Chicago, Illinois	$205M	+$24.8M	9	6.49%	Increased
492	NA Newport Asia San Francisco, California	$205M	-$3.35M	1	47.4%	Reduced
493	GIG Goodnow Investment Group Darien, Connecticut	$205M	+$2.08M	4	28.24%	Increased
494	AL AJO LP Philadelphia, Pennsylvania	$205M	-$132M	14	1.06%	Reduced
495	Zacks Investment Management Chicago, Illinois	$203M	-$4.91M	9	4.35%	Reduced
496	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$203M	-$112M	1	81.01%	Reduced
497	Freestone Capital Holdings Seattle, Washington	$203M	+$655K	11	12.02%	Increased
498	Capital Fund Management (CFM) Paris, France	$202M	+$43.4M	18	1.81%	Increased
499	SNN Shen Neil Nanpeng	$202M	$0	1	96.51%	Maintained
500	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$202M	+$41.7M	15	3.07%	Increased