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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	Cullen/Frost Bankers San Antonio, Texas	$235M	-$4.88M	11	6.98%	Reduced
477	H Hexavest Montreal, Quebec, Canada	$233M	-$2.08M	8	3.13%	Reduced
478	SCM Scopia Capital Management New York	$233M	+$48.8M	3	13.62%	Increased
479	IFM Investors Melbourne, Australia	$233M	+$77.8M	15	8.59%	Increased
480	PCM Prime Capital Management Hong Kong	$231M	-$28.5M	2	58.05%	Reduced
481	SIG Senator Investment Group New York	$229M	+$155M	2	5.74%	Increased
482	SW SVB Wealth Boston, Massachusetts	$227M	-$8.26M	9	4.53%	Reduced
483	GW&K Investment Management Boston, Massachusetts	$227M	+$6.62M	8	3.19%	Increased
484	John W. Bristol & Co New York	$227M	-$1.86M	3	5.88%	Reduced
485	Johnson Investment Counsel Cincinnati, Ohio	$226M	+$3.89M	9	4.51%	Increased
486	MVP Miller Value Partners Sarasota, Florida	$226M	+$18.6M	5	9.1%	Increased
487	Martingale Asset Management Boston, Massachusetts	$223M	-$1.75M	12	2.28%	Reduced
488	GTP Global Thematic Partners New York	$223M	-$62M	6	15.48%	Reduced
489	FFM Fullerton Fund Management Singapore	$221M	+$15M	9	67.39%	Increased
490	AEGON Asset Management (UK) Edinburgh, United Kingdom	$219M	-$35.1M	3	5.78%	Reduced
491	Kornitzer Capital Management Shawnee Mission, Kansas	$219M	-$6.58M	16	3.98%	Reduced
492	GH GAM Holding Zurich, Switzerland	$218M	+$28.7M	21	9.61%	Increased
493	RP Regal Partners Sydney, NSW, Australia	$217M	+$16.2M	2	18.62%	Increased
494	Waverton Investment Management London, United Kingdom	$216M	-$12.4M	4	11.05%	Reduced
495	Gotham Asset Management New York	$215M	-$45.5M	24	3.8%	Reduced
496	TIAA FSB Jacksonville, Florida	$215M	+$6.18M	4	1.12%	Increased
497	Gates Capital Management New York	$214M	-$45.1M	2	9.29%	Reduced
498	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$213M	-$4.66M	24	3.78%	Reduced
499	TAMH Taikang Asset Management (HK) Hong Kong	$212M	+$49M	8	22.91%	Increased
500	FP FPR Partners San Francisco, California	$212M	+$44.4M	1	4.83%	Increased