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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	Rafferty Asset Management New York	$313M	-$88.8M	34	2.88%	Reduced
477	Quilter Plc London, United Kingdom	$312M	-$8.3M	5	10.57%	Reduced
478	Achmea Investment Management Zeist, Netherlands	$312M	-$12.5M	19	10.09%	Reduced
479	Oppenheimer & Co New York	$312M	-$9.8M	22	6.72%	Reduced
480	MAI Capital Management Independence, Ohio	$312M	+$495K	12	5.95%	Increased
481	Altshuler Shaham Tel Aviv, Israel	$312M	+$349M	8	4.66%	Increased
482	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$309M	+$15.6M	19	7.43%	Increased
483	Capital International Inc Los Angeles, California	$308M	-$24.9M	11	4.27%	Reduced
484	OCBV Ownership Capital B.V. Amsterdam, Netherlands	$307M	+$13.3M	1	5.28%	Increased
485	Schonfeld Strategic Advisors New York	$307M	+$74.5M	62	2.98%	Increased
486	First Pacific Advisors El Segundo, California	$305M	+$85.8M	8	4.52%	Increased
487	HM Payson & Co Portland, Maine	$305M	+$14.2M	23	7.81%	Increased
488	John W. Bristol & Co New York	$303M	-$9.04M	2	7.42%	Reduced
489	MAMU Marathon Asset Management (UK) London, United Kingdom	$303M	-$21.7M	5	5.05%	Reduced
490	Whale Rock Capital Management Boston, Massachusetts	$302M	-$648M	2	8.95%	Reduced
491	Norinchukin Bank Tokyo, Japan	$301M	-$82.8M	12	5.89%	Reduced
492	CAM ClariVest Asset Management San Diego, California	$299M	+$290M	11	13.03%	Increased
493	Iconiq Capital San Francisco, California	$297M	+$341M	9	3.52%	Increased
494	HCM HMI Capital Management San Francisco, California	$297M	+$219M	2	11.94%	Increased
495	IEQ Capital Foster City, California	$296M	+$19.6M	29	8.98%	Increased
496	Border to Coast Pensions Partnership Leeds, United Kingdom	$296M	+$44.8M	3	9.16%	Increased
497	Axiom Investors Greenwich, Connecticut	$294M	+$1.34M	7	8.82%	Increased
498	Beacon Pointe Advisors Newport Beach, California	$293M	-$54.2M	13	6.19%	Reduced
499	AssetMark Inc Concord, California	$292M	+$21.1M	25	1.31%	Increased
500	Kovitz Investment Group Partners Chicago, Illinois	$291M	+$2.41M	7	6.45%	Increased