← 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	Cardano Risk Management Rotterdam, Netherlands	$350M	-$25.2M	2	52.53%	Reduced
502	Avalon Investment & Advisory Houston, Texas	$349M	-$69.2M	7	7.75%	Reduced
503	Varma Mutual Pension Insurance Co Helsinki, Finland	$346M	+$30M	9	9.66%	Increased
504	HM Payson & Co Portland, Maine	$346M	+$390K	23	10.64%	Increased
505	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$345M	-$57.9M	5	11.18%	Reduced
506	CCM CoreView Capital Management Hong Kong	$343M	+$895M	3	70.38%	New
507	Norinchukin Bank Tokyo, Japan	$340M	+$11.7M	12	5.37%	Increased
508	Bartlett & Co Wealth Management Cincinnati, Ohio	$338M	-$11.2M	13	7.94%	Reduced
509	Bartlett & Co Cincinnati, Ohio	$338M	-$11M	13	7.94%	Reduced
510	Rafferty Asset Management New York	$338M	+$65.5M	23	4.09%	Increased
511	SGAM Smith Group Asset Management Dallas, Texas	$338M	-$6.06M	8	17.65%	Reduced
512	SAM Securian Asset Management St Paul, Minnesota	$337M	-$4.81M	16	8.16%	Reduced
513	Carillon Tower Advisers St. Petersburg, Florida	$335M	-$290M	15	4.47%	Reduced
514	BOK Financial Tulsa, Oklahoma	$335M	+$5.05M	15	7.36%	Increased
515	BAPIM British Airways Pensions Investment Management London, United Kingdom	$334M	-$22.4M	6	13.3%	Reduced
516	Gabelli Funds Rye, New York	$333M	+$11.2M	20	2.6%	Increased
517	Mercer Global Advisors Denver, Colorado	$331M	-$3.56M	15	4.97%	Reduced
518	TA Trivest Advisors Hong Kong	$330M	+$144M	3	50.66%	Increased
519	Shelton Capital Management Denver, Colorado	$330M	+$18.3M	17	13.67%	Increased
520	Hosking Partners London, United Kingdom	$330M	-$154M	7	10.13%	Reduced
521	Johnson Investment Counsel Cincinnati, Ohio	$329M	-$28.7M	11	6.1%	Reduced
522	SAM Scopus Asset Management New York	$328M	+$79M	9	6.37%	Increased
523	SC Serenity Capital Palo Alto, California	$328M	+$32.8M	3	60.25%	Increased
524	RE RBC Europe London, United Kingdom	$325M	-$6.78M	30	21.67%	Reduced
525	South Dakota Investment Council Sioux Falls, South Dakota	$325M	-$33.1M	9	7.13%	Reduced