← 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	SSM Sound Shore Management Greenwich, Connecticut	$157M	-$29M	1	3.24%	Reduced
502	Altimeter Capital Management Boston, Massachusetts	$157M	+$10.8M	4	5.72%	Increased
503	Private Advisor Group Morristown, New Jersey	$157M	+$7.99M	12	3.78%	Increased
504	NA Newport Asia San Francisco, California	$157M	$0	1	46.4%	Maintained
505	QS Investors New York	$157M	-$30.7M	31	2.02%	Reduced
506	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$156M	-$17.9M	29	3.53%	Reduced
507	Walleye Trading New York	$156M	-$34.5M	33	1.15%	Reduced
508	OMERS Administration Corp Toronto, Ontario, Canada	$156M	-$15.1M	4	2.05%	Reduced
509	Kornitzer Capital Management Shawnee Mission, Kansas	$156M	+$14.1M	14	3.12%	Increased
510	E. Ohman J:or Asset Management Stockholm, Sweden	$154M	-$6.88M	10	11.2%	Reduced
511	Country Trust Bank Bloomington, Illinois	$153M	+$9.4M	5	7.63%	Increased
512	Fiduciary Trust Boston, Massachusetts	$153M	+$99.1K	7	4.69%	Increased
513	Mariner Overland Park, Kansas	$152M	+$50.6M	10	2.71%	Increased
514	Kovitz Investment Group Partners Chicago, Illinois	$152M	+$16M	8	6.01%	Increased
515	SCM Shapiro Capital Management Atlanta, Georgia	$152M	-$91.7M	2	4.19%	Reduced
516	RHBC R.H. Bluestein & Co Birmingham, Michigan	$150M	-$32.2M	9	11.72%	Reduced
517	SRS Investment Management New York	$150M	-$3.19M	4	4.72%	Reduced
518	MML Investors Services Springfield, Massachusetts	$150M	+$6.35M	17	2.69%	Increased
519	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$149M	-$125M	4	3.57%	Reduced
520	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$149M	-$14.3M	7	3.7%	Reduced
521	SEP Soma Equity Partners San Francisco, California	$149M	+$78M	2	18.17%	Increased
522	Letko, Brosseau & Associates Montreal, Quebec, Canada	$149M	-$19M	4	1.65%	Reduced
523	JC Joho Capital New York	$148M	+$46.1M	2	33.26%	Increased
524	UH Unigestion Holding Geneva, Switzerland	$148M	-$31M	6	3.72%	Reduced
525	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$148M	+$27M	1	27.5%	Increased