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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	TPI Tesco Pension Investment London, United Kingdom	$135M	+$127M	1	3.54%	New
502	CAM CGOV Asset Management Toronto, Ontario, Canada	$135M	+$95.5M	2	5.2%	New
503	Fuller & Thaler Asset Management San Mateo, California	$134M	+$1.64M	15	2.22%	Increased
504	SW SVB Wealth Boston, Massachusetts	$134M	-$3.79M	13	5.45%	Reduced
505	Thompson Siegel & Walmsley Richmond, Virginia	$134M	-$12.8M	12	2.08%	Reduced
506	Great Lakes Advisors Chicago, Illinois	$134M	-$8.46M	10	3.62%	Reduced
507	Becker Capital Management Portland, Oregon	$133M	+$1.42M	2	5.23%	Increased
508	General Atlantic New York	$133M	+$63.8M	1	8.14%	Increased
509	Norinchukin Bank Tokyo, Japan	$133M	-$4.33M	9	3.18%	Reduced
510	TCM Tran Capital Management San Rafael, California	$131M	-$56.7M	2	5.35%	Reduced
511	Advisors Asset Management Monument, Colorado	$130M	+$5.62M	20	2.13%	Increased
512	Rathbones Group Liverpool, United Kingdom	$130M	+$4.68M	5	6.71%	Increased
513	Zacks Investment Management Chicago, Illinois	$129M	+$22.5M	11	3.66%	Increased
514	LT Lindsell Train London, United Kingdom	$128M	-$4.59M	1	6.34%	Reduced
515	OAM Origin Asset Management London, United Kingdom	$128M	+$13.8M	6	8.12%	Increased
516	DCM Dupont Capital Management Wilmington, Delaware	$128M	-$588K	5	2.86%	Reduced
517	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$127M	+$65.4M	12	2.68%	Increased
518	Voloridge Investment Management Jupiter, Florida	$127M	-$74M	7	2.76%	Reduced
519	Daiwa Securities Group Tokyo, Japan	$127M	-$1.9M	15	0.76%	Reduced
520	QIM Quantitative Investment Management Charlottesville, Virginia	$127M	+$26.5M	15	4.18%	Increased
521	HP Holowesko Partners Nassau, Bahamas	$126M	+$6.76M	2	11.28%	Increased
522	Castleark Management Chicago, Illinois	$125M	-$6.73M	9	3.78%	Reduced
523	Iconiq Capital San Francisco, California	$125M	-$4.17M	2	25.44%	Reduced
524	Lyrical Asset Management New York	$124M	-$2.57M	1	2.44%	Reduced
525	Granahan Investment Management Waltham, Massachusetts	$124M	-$20.5M	5	4.06%	Reduced