← 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
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$355M +$14.9M 34 10.87% Increased
502
TC
Tairen Capital
Hong Kong
$352M +$113M 3 11.09% Increased
503
Banco Santander
Banco Santander
Spain
$352M +$95.5M 16 4.62% Increased
504
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$351M +$23.4M 20 8.32% Increased
505
CIM
Contrarius Investment Management
Jersey
$351M -$34.5M 11 18.89% Reduced
506
TA
Trivest Advisors
Hong Kong
$351M +$154M 2 12.08% Increased
507
Erste Asset Management
Erste Asset Management
Austria
$349M +$4.4M 15 6.16% Increased
508
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$348M -$7.47M 25 5.13% Reduced
509
MVIP
Mar Vista Investment Partners
California
$348M -$12.1M 3 14.58% Reduced
510
OCBV
Ownership Capital B.V.
Netherlands
$348M -$9.05M 1 6.09% Reduced
511
SBLIC
Security Benefit Life Insurance Company
Kansas
$347M +$19.5M 1 39.48% Increased
512
CAM
Contour Asset Management
New York
$346M -$5.18M 4 15.57% Reduced
513
Marsico Capital Management
Marsico Capital Management
Colorado
$344M +$14.6M 5 13.73% Increased
514
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$340M +$1.09M 12 12.26% Increased
515
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$340M +$54.4M 20 6.7% Increased
516
Moore Capital Management
Moore Capital Management
New York
$339M -$70.7M 9 5.84% Reduced
517
First Eagle Investment Management
First Eagle Investment Management
New York
$339M +$117K 8 0.87% Increased
518
BCM
Brown Capital Management
Maryland
$337M +$22.6M 8 4.78% Increased
519
Stephens Inc
Stephens Inc
Arkansas
$335M +$970K 16 6.03% Increased
520
Cetera Advisors
Cetera Advisors
Colorado
$335M -$6.71M 21 5.28% Reduced
521
Voyager Global Management
Voyager Global Management
New York
$334M -$172M 2 16.21% Reduced
522
Wolverine Trading
Wolverine Trading
Illinois
$334M +$135M 45 0.41% Increased
523
SEP
Soma Equity Partners
California
$333M +$27.1M 2 18.08% Increased
524
KCMH
Kontiki Capital Management (HK)
Hong Kong
$332M -$8.4M 2 33.1% Reduced
525
Madison Asset Management
Madison Asset Management
Wisconsin
$326M -$11.4M 9 4.76% Reduced
19 20
21
22 23