← 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	Fiduciary Trust Boston, Massachusetts	$389M	-$8.51M	11	7.88%	Reduced
502	PCM Prime Capital Management Hong Kong	$387M	-$4.97M	3	70.54%	Reduced
503	Harvest Fund Management Beijing, China	$387M	-$40.5M	29	37.47%	Reduced
504	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$386M	+$65.2M	4	43.75%	Increased
505	Bridges Investment Management Omaha, Nebraska	$386M	-$717K	7	11.28%	Reduced
506	Select Equity Group New York	$385M	-$154M	4	1.4%	Reduced
507	BIM Barton Investment Management West Conshohocken, Pennsylvania	$384M	-$23.9M	3	35.74%	Reduced
508	CCM Cadian Capital Management New York	$383M	-$279M	5	14.17%	Reduced
509	IVAI Index Venture Associates III St. Helier, Channel Islands, Jersey	$383M	$0	1	100%	Maintained
510	Whittier Trust South Pasadena, California	$382M	+$13.4M	27	7.42%	Increased
511	Stockbridge Partners Boston, Massachusetts	$382M	-$64.2M	3	9.3%	Reduced
512	DF Dent & Co Baltimore, Maryland	$379M	-$12.4M	7	4.4%	Reduced
513	FC Franchise Capital Grand Cayman, Cayman Islands	$378M	+$434M	6	37.37%	New
514	FFM Fullerton Fund Management Singapore	$378M	-$58.3M	5	29.12%	Reduced
515	DVC Deer VII & Co Larchmont, New York	$377M	$0	1	98.85%	Maintained
516	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$376M	+$19.8M	24	9.8%	Increased
517	SM Senvest Management New York	$372M	+$121M	3	11.71%	Increased
518	Mondrian Investment Partners London, United Kingdom	$370M	+$363M	4	7.92%	Increased
519	Stonehage Fleming Financial Services St. Helier, Jersey	$370M	-$7.12M	10	12.33%	Reduced
520	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$370M	-$19M	5	8.81%	Reduced
521	John W. Bristol & Co New York	$367M	-$1.53M	2	7.51%	Reduced
522	Washington Trust Westerly, Rhode Island	$365M	-$4.92M	21	11.22%	Reduced
523	WorldQuant Millennium Advisors New York	$362M	-$12.6M	10	7.69%	Reduced
524	Gabelli Funds Rye, New York	$362M	+$20.3M	23	2.43%	Increased
525	TCG Tremblant Capital Group West Palm Beach, Florida	$362M	+$157M	5	10.52%	Increased