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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	Gotham Asset Management New York	$175M	-$49.7M	15	2.55%	Reduced
502	CEP Chicago Equity Partners Chicago, Illinois	$175M	+$7.28M	15	5.34%	Increased
503	Oppenheimer & Co New York	$175M	-$3.43M	14	4.5%	Reduced
504	Thomaspartners Boston, Massachusetts	$174M	+$930K	1	1.27%	Increased
505	Capital International Inc Los Angeles, California	$174M	-$11.7M	5	25.83%	Reduced
506	Kornitzer Capital Management Shawnee Mission, Kansas	$173M	+$5.61M	10	2.94%	Increased
507	Discovery Capital Management South Norwalk, Connecticut	$172M	-$101M	3	5.32%	Reduced
508	Meag Munich Ergo Munich, Germany	$172M	-$33.7M	12	6.61%	Reduced
509	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$172M	+$168M	3	70.84%	New
510	IC Immersion Capital London, United Kingdom	$171M	+$3.93M	3	59.89%	Increased
511	Soros Fund Management New York	$171M	+$53.4M	2	3.9%	Increased
512	Columbia Wanger Asset Management Chicago, Illinois	$171M	-$34.9M	4	2.55%	Reduced
513	Zacks Investment Management Chicago, Illinois	$171M	+$634K	6	3.72%	Increased
514	AO Allen Operations New York	$170M	+$170M	1	58.55%	New
515	HI Honeywell International Charlotte, North Carolina	$170M	+$57.1M	3	5.63%	Increased
516	Country Trust Bank Bloomington, Illinois	$169M	-$9.93M	5	7.24%	Reduced
517	Walleye Trading New York	$168M	-$122M	28	0.82%	Reduced
518	Great Lakes Advisors Chicago, Illinois	$168M	+$2M	13	3.7%	Increased
519	SAM Securian Asset Management St Paul, Minnesota	$168M	+$955K	11	4.15%	Increased
520	Simplex Trading Chicago, Illinois	$168M	-$135M	37	7.23%	Reduced
521	RHBC R.H. Bluestein & Co Birmingham, Michigan	$168M	-$7.43M	8	8.69%	Reduced
522	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$166M	+$8.72M	2	50.04%	Increased
523	Flossbach Von Storch Cologne, Germany	$166M	-$82.5M	8	1.59%	Reduced
524	ACA Abdiel Capital Advisors New York	$166M	+$24.9M	2	24.97%	Increased
525	Frontier Capital Management Boston, Massachusetts	$166M	+$20.7M	3	1.21%	Increased