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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	PointState Capital New York	$211M	-$224M	5	6.06%	Reduced
502	RG Riverstone Group Richmond, Virginia	$210M	$0	2	86.98%	Maintained
503	NM NWI Management New York	$210M	+$74.2M	2	13.06%	Increased
504	Thompson Siegel & Walmsley Richmond, Virginia	$209M	+$3.81M	12	3.31%	Increased
505	Oppenheimer & Co New York	$209M	-$3.8M	25	5.69%	Reduced
506	BIM Barton Investment Management West Conshohocken, Pennsylvania	$209M	-$1.43M	4	34.99%	Reduced
507	SAM Securian Asset Management St Paul, Minnesota	$209M	-$2.33M	15	4.78%	Reduced
508	UMB Bank Kansas City, Missouri	$209M	+$4.57M	6	5.01%	Increased
509	Fiduciary Trust Boston, Massachusetts	$208M	+$8.93M	8	5.23%	Increased
510	IVA International Value Advisers	$208M	-$37.8M	3	7.69%	Reduced
511	Moore Capital Management New York	$208M	-$139M	7	8.28%	Reduced
512	OMERS Administration Corp Toronto, Ontario, Canada	$207M	+$17.7M	14	2.06%	Increased
513	Equity Investment Corp Atlanta, Georgia	$206M	-$20.5M	2	7.37%	Reduced
514	Truist Financial Charlotte, North Carolina	$206M	+$844K	11	3.54%	Increased
515	Hotchkis & Wiley Capital Management Los Angeles, California	$206M	-$4.18M	2	0.83%	Reduced
516	Kovitz Investment Group Partners Chicago, Illinois	$205M	-$3.02M	7	6.54%	Reduced
517	SCH Sylebra Capital (HK) Hong Kong	$205M	+$69.2M	3	8.97%	Increased
518	Country Trust Bank Bloomington, Illinois	$205M	-$40.3M	5	8.87%	Reduced
519	QS Investors New York	$205M	+$9.84M	25	2.23%	Increased
520	BPIH Broad Peak Investment Holdings Singapore	$204M	+$126M	2	22.87%	Increased
521	Alyeska Investment Group Chicago, Illinois	$203M	-$7.17M	6	2.94%	Reduced
522	SCA Southpoint Capital Advisors New York	$203M	+$59.3M	2	7.68%	Increased
523	Achmea Investment Management Zeist, Netherlands	$203M	-$15.2M	13	8.02%	Reduced
524	RHBC R.H. Bluestein & Co Birmingham, Michigan	$203M	-$10.2M	10	11.41%	Reduced
525	DCM Dupont Capital Management Wilmington, Delaware	$203M	-$15.7M	21	4.65%	Reduced