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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	Yacktman Asset Management Austin, Texas	$239M	+$109M	3	3.96%	Increased
477	Starboard Value New York	$238M	+$16.4M	1	9.65%	Increased
478	Country Trust Bank Bloomington, Illinois	$237M	+$4.69M	5	10.69%	Increased
479	Stonehage Fleming Financial Services St. Helier, Jersey	$237M	+$2.82M	7	11.8%	Increased
480	Första AP-fonden Stockholm, Sweden	$237M	+$190M	10	8.51%	Increased
481	Findlay Park Partners London, United Kingdom	$237M	+$235M	1	2.28%	New
482	NM NWI Management New York	$236M	-$998K	2	20.01%	Reduced
483	Walleye Trading New York	$236M	+$13.9M	28	1.82%	Increased
484	IFM Investors Melbourne, Australia	$234M	-$8.92M	14	10.49%	Reduced
485	HMP HS Management Partners New York	$232M	-$117M	2	10.16%	Reduced
486	Haverford Trust Company Radnor, Pennsylvania	$232M	-$40.6M	5	4.72%	Reduced
487	First Pacific Advisors El Segundo, California	$232M	-$192M	4	3.27%	Reduced
488	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$230M	+$16.8M	17	9.45%	Increased
489	TCG Tremblant Capital Group West Palm Beach, Florida	$228M	-$10M	4	14.36%	Reduced
490	Fiduciary Trust Boston, Massachusetts	$228M	-$664K	8	6.61%	Reduced
491	MCM Manchester Capital Management Manchester, Vermont	$227M	-$30.7M	14	36.43%	Reduced
492	Kornitzer Capital Management Shawnee Mission, Kansas	$225M	+$12M	19	5.34%	Increased
493	JAFL Jay A. Fishman Ltd Troy, Michigan	$224M	+$144M	2	22.6%	Increased
494	IVAV Index Venture Associates V St. Helier, Channel Islands, Jersey	$224M	$0	1	98%	Maintained
495	PCM Prime Capital Management Hong Kong	$224M	-$60.3M	3	84.98%	Reduced
496	Durable Capital Partners Bethesda, Maryland	$223M	+$339M	5	4.53%	New
497	BAPIM British Airways Pensions Investment Management London, United Kingdom	$223M	+$18M	5	11.69%	Increased
498	Daiwa Securities Group Tokyo, Japan	$222M	+$28.1M	27	2.31%	Increased
499	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$222M	-$2.81M	26	5.05%	Reduced
500	Clal Insurance Tel-Aviv, Israel	$221M	+$219M	4	5.53%	Increased