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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	Shelton Capital Management Denver, Colorado	$525M	+$348K	18	13.47%	Increased
477	Erste Asset Management Vienna, Austria	$524M	-$51.2M	14	6.27%	Reduced
478	General Atlantic New York	$522M	$0	4	14.85%	Maintained
479	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$522M	+$4.38M	9	5.69%	Increased
480	Crestwood Advisors Group Boston, Massachusetts	$521M	+$16.5M	9	9.94%	Increased
481	Banco Santander Madrid, Spain	$519M	+$881K	20	6.12%	Increased
482	E. Ohman J:or Asset Management Stockholm, Sweden	$517M	-$5.87M	13	12.8%	Reduced
483	Jefferies Financial Group New York	$516M	+$323M	27	3.69%	Increased
484	PointState Capital New York	$516M	-$91.2M	4	9.37%	Reduced
485	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$515M	-$6.28M	10	7.42%	Reduced
486	Yacktman Asset Management Austin, Texas	$514M	-$77.3M	3	5.28%	Reduced
487	Jones Financial Companies Des Peres, Missouri	$511M	+$180M	61	0.52%	Increased
488	Walleye Capital New York	$511M	-$112M	65	1.06%	Reduced
489	Sapient Capital Indianapolis, Indiana	$509M	+$20.3M	12	10.23%	Increased
490	PAR Capital Management Boston, Massachusetts	$508M	+$13.1M	10	14.4%	Increased
491	Fiera Capital (Canada) Montreal, Quebec, Canada	$505M	+$20.7M	14	1.52%	Increased
492	TC TownSquare Capital Provo, Utah	$503M	+$70.3M	27	6.02%	Increased
493	LGP Leonard Green & Partners Los Angeles, California	$499M	$0	1	10.93%	Maintained
494	FFM Fullerton Fund Management Singapore	$496M	+$80.7M	8	20.84%	Increased
495	WA WFM Asia Road Town, Tortola, British Virgin Islands	$493M	-$68.8M	3	54.5%	Reduced
496	Lyrical Asset Management New York	$493M	-$18.1M	2	7.18%	Reduced
497	Gulf International Bank (UK) London, United Kingdom	$492M	-$22.6M	22	12.62%	Reduced
498	Comgest Global Investors Paris, France	$491M	+$59.6M	8	7.04%	Increased
499	Capital Group Private Client Services Los Angeles, California	$491M	-$18.7M	6	4.68%	Reduced
500	Artemis Investment Management Edinburgh, United Kingdom	$491M	-$263M	6	7.48%	Reduced