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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	Truist Financial Charlotte, North Carolina	$188M	-$4.46M	10	3.58%	Reduced
502	Envestnet Asset Management Chicago, Illinois	$188M	+$66.7M	35	0.43%	Increased
503	QS Investors New York	$187M	-$214K	27	1.85%	Reduced
504	ICP Indus Capital Partners New York	$187M	-$30.2M	6	18.86%	Reduced
505	TAM Tiverton Asset Management Wilimington, Delaware	$187M	+$15.6M	11	9.4%	Increased
506	CCM Cantillon Capital Management New York	$185M	-$5.48M	1	1.99%	Reduced
507	WP Wedgewood Partners St Louis, Missouri	$184M	-$24.9M	1	9.3%	Reduced
508	BAPIM British Airways Pensions Investment Management London, United Kingdom	$184M	-$32.5M	6	7.18%	Reduced
509	Letko, Brosseau & Associates Montreal, Quebec, Canada	$183M	-$2.43M	4	1.68%	Reduced
510	Zacks Investment Management Chicago, Illinois	$183M	+$4.79M	9	3.97%	Increased
511	BIM Barton Investment Management West Conshohocken, Pennsylvania	$180M	-$315K	4	29.2%	Reduced
512	Rockefeller Capital Management New York	$180M	-$22M	12	2.94%	Reduced
513	Country Trust Bank Bloomington, Illinois	$180M	+$20.8M	5	7.73%	Increased
514	Fiduciary Trust Boston, Massachusetts	$180M	-$3.12M	7	5.44%	Reduced
515	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$179M	+$35M	21	4.25%	Increased
516	GW&K Investment Management Boston, Massachusetts	$179M	+$867K	4	2.93%	Increased
517	TC Tairen Capital Hong Kong	$177M	+$9.13M	3	41.27%	Increased
518	NSCM New South Capital Management Memphis, Tennessee	$176M	-$17.8M	2	4.59%	Reduced
519	Markel Group Glen Allen, Virginia	$176M	+$2.29M	2	3.23%	Increased
520	MC Montag & Caldwell Atlanta, Georgia	$176M	+$7.51M	3	6.99%	Increased
521	New Mexico Educational Retirement Board Santa Fe, New Mexico	$175M	-$9.14M	12	6.89%	Reduced
522	Daiwa Securities Group Tokyo, Japan	$174M	-$12.1M	21	1.37%	Reduced
523	AustralianSuper Melbourne, Australia	$173M	-$42.7M	1	4.07%	Reduced
524	Holocene Advisors New York	$173M	+$49M	9	3.69%	Increased
525	IAM Iridian Asset Management Westport, Connecticut	$173M	+$19.2M	1	1.6%	Increased