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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
526	MUFG Americas New York	$119M	-$2.19M	14	4.04%	Reduced
527	Profund Advisors Bethesda, Maryland	$118M	-$2.81M	20	4.9%	Reduced
528	SHIM Spruce House Investment Management New York	$118M	$0	1	23.34%	Maintained
529	Meag Munich Ergo Munich, Germany	$118M	+$9.12M	4	6.08%	Increased
530	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$118M	+$3.6M	3	1.73%	Increased
531	SMPIAI Spark Management Partners III (AIV I) Boston, Massachusetts	$118M	$0	1	100%	Maintained
532	Lyrical Asset Management New York	$118M	+$18.8M	1	3.08%	Increased
533	AGF Investments Inc Toronto, Ontario, Canada	$117M	-$2.04M	8	1.26%	Reduced
534	MI Markston International White Plains, New York	$117M	-$10.1M	5	8.6%	Reduced
535	CIM Calvert Investment Management Bethesda, Maryland	$116M	+$48.9M	9	5.15%	Increased
536	TU TDAM USA Toronto, Ontario, Canada	$115M	-$11.2M	6	5.22%	Reduced
537	Bahl & Gaynor Cincinnati, Ohio	$114M	+$29.7M	8	1.53%	Increased
538	LCM Lakewood Capital Management New York	$113M	+$12.4M	4	4.69%	Increased
539	RCP RIT Capital Partners London, United Kingdom	$113M	+$88.4M	2	26.34%	Increased
540	GCM Glynn Capital Management Menlo Park, California	$113M	+$65.5M	6	35.85%	Increased
541	Capital Fund Management (CFM) Paris, France	$113M	-$49.4M	13	1.43%	Reduced
542	SAM Securian Asset Management St Paul, Minnesota	$111M	+$835K	9	3.47%	Increased
543	IAM Impax Asset Management Portsmouth, New Hampshire	$111M	+$7.94M	4	5.94%	Increased
544	OI Oakbrook Investments Lisle, Illinois	$111M	-$6.63M	9	6.77%	Reduced
545	MCM McKinley Capital Management Anchorage, Alaska	$111M	-$3.22M	5	4.75%	Reduced
546	Hudson Bay Capital Management Stamford, Connecticut	$111M	-$32.6M	3	3.31%	Reduced
547	Hermes Investment Management London Uk, United Kingdom	$110M	+$26M	3	2.48%	Increased
548	CC Carlson Capital Dallas, Texas	$110M	+$30.1M	4	1.21%	Increased
549	BACM Blue Arrow Capital Management New York	$109M	-$13.7M	9	10.63%	Reduced
550	SFM Systematic Financial Management Teaneck, New Jersey	$109M	+$28.1M	7	0.93%	Increased