← All themes

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	HAM HHR Asset Management Berkeley Heights, New Jersey	$199M	-$69.3M	4	11.47%	Reduced
502	WP Wedgewood Partners St Louis, Missouri	$199M	-$23.5M	1	9.98%	Reduced
503	WA WFM Asia Road Town, Tortola, British Virgin Islands	$199M	+$68.5M	3	31.07%	Increased
504	Snyder Capital Management San Francisco, California	$198M	-$12.7M	2	8.78%	Reduced
505	Daiwa Securities Group Tokyo, Japan	$197M	-$2.35M	21	1.65%	Reduced
506	SAM Scopus Asset Management New York	$197M	-$148M	3	2.63%	Reduced
507	People's United Financial Bridgeport, Connecticut	$196M	+$2.55M	15	6.06%	Increased
508	ANI American National Insurance Galveston, Texas	$195M	-$432K	8	9.62%	Reduced
509	Driehaus Capital Management Chicago, Illinois	$195M	-$17.4M	19	5.99%	Reduced
510	Sachem Head Capital Management New York	$194M	+$208M	1	9%	New
511	New Mexico Educational Retirement Board Santa Fe, New Mexico	$193M	-$12.5M	12	7.36%	Reduced
512	MC Maplelane Capital New York	$193M	-$84.7M	9	6.43%	Reduced
513	GTP Global Thematic Partners New York	$193M	+$36.6M	4	7.59%	Increased
514	MC Martin Currie Edinburgh, United Kingdom	$193M	-$1.43M	4	13.41%	Reduced
515	MML Investors Services Springfield, Massachusetts	$193M	+$48.1M	18	3.25%	Increased
516	Country Trust Bank Bloomington, Illinois	$192M	-$20.6M	6	8.88%	Reduced
517	MNBTD Moody National Bank Trust Division Galveston, Texas	$191M	+$164M	8	4.84%	Increased
518	HP Hound Partners New York	$191M	+$126M	1	4.43%	Increased
519	BAPIM British Airways Pensions Investment Management London, United Kingdom	$191M	-$10.2M	5	7.1%	Reduced
520	Adams Diversified Equity Fund Baltimore, Maryland	$189M	-$55.2K	4	9.36%	Reduced
521	NA Newport Asia San Francisco, California	$188M	-$43.7M	1	45.25%	Reduced
522	Squarepoint New York	$188M	+$19.3M	33	2.25%	Increased
523	Stockbridge Partners Boston, Massachusetts	$188M	-$3.3M	1	7.46%	Reduced
524	Altimeter Capital Management Boston, Massachusetts	$188M	+$49.3M	4	7.33%	Increased
525	UMB Bank Kansas City, Missouri	$188M	+$2.83M	6	5.58%	Increased