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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
501	GIG Goodnow Investment Group Darien, Connecticut	$103M	-$6.44M	4	15.51%	Reduced
502	Samlyn Capital New York	$103M	-$110M	3	2.34%	Reduced
503	SCM Stevens Capital Management Radnor, Pennsylvania	$103M	+$56.1M	13	2.75%	Increased
504	MGM Miura Global Management New York	$102M	-$4.07M	2	7.86%	Reduced
505	SAM Shell Asset Management The Hague, Netherlands	$102M	+$15.2M	8	1.57%	Increased
506	Cullen/Frost Bankers San Antonio, Texas	$101M	-$441K	6	4.09%	Reduced
507	Driehaus Capital Management Chicago, Illinois	$99M	-$61M	10	3.21%	Reduced
508	TAA Turiya Advisors Asia Hong Kong	$97.8M	$0	1	9.5%	Maintained
509	Martingale Asset Management Boston, Massachusetts	$96.7M	+$8.3M	10	3.02%	Increased
510	EverPoint Asset Management Stamford, Connecticut	$96.6M	+$91.8M	12	2%	New
511	TCG Tremblant Capital Group West Palm Beach, Florida	$96.5M	+$47.7M	1	3.66%	Increased
512	CEP Chicago Equity Partners Chicago, Illinois	$95.7M	+$9.05M	3	2.53%	Increased
513	HBK Investments Dallas, Texas	$95.5M	+$7.12M	14	1.94%	Increased
514	TGCM Tukman Grossman Capital Management Larkspur, California	$95.5M	-$894K	1	4.63%	Reduced
515	Castleark Management Chicago, Illinois	$94.2M	-$8.07M	4	2.6%	Reduced
516	PineBridge Investments New York	$94.2M	-$9.28M	12	3.73%	Reduced
517	D.A. Davidson & Co Great Falls, Montana	$93.9M	-$1.64M	24	3.18%	Reduced
518	Ignis Investment Services Edinburgh, United Kingdom	$93.4M	+$6.5M	2	3.13%	Increased
519	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$93.3M	+$33.2M	1	9.8%	Increased
520	Janney Montgomery Scott Philadelphia, Pennsylvania	$93.2M	+$597K	9	2.03%	Increased
521	CCP Clough Capital Partners Boston, Massachusetts	$92.5M	+$24.4M	4	2.92%	Increased
522	Chilton Investment Company Stamford, Connecticut	$92.3M	-$65.1M	2	3.72%	Reduced
523	SAM Sentinel Asset Management Montpelier, Vermont	$91.6M	+$11.7M	4	1.82%	Increased
524	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$91.4M	+$18M	7	0.65%	Increased
525	SSA South Street Advisors New York	$90.7M	-$6.31M	3	25.66%	Reduced