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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	Samlyn Capital New York	$147M	+$43.5M	4	3.5%	Increased
527	SRIM Saratoga Research & Investment Management Saratoga, California	$147M	+$1.04M	2	11.65%	Increased
528	AG Alibaba Group Causeway Bay, Hong Kong	$147M	$0	2	18.53%	Maintained
529	HA H2O AM London, United Kingdom	$147M	+$182M	1	16.23%	New
530	ANI American National Insurance Galveston, Texas	$147M	-$11.6K	8	8.57%	Reduced
531	Profund Advisors Bethesda, Maryland	$146M	-$75.4M	23	9.03%	Reduced
532	Peregrine Capital Management Minneapolis, Minnesota	$146M	+$9.34M	7	4.11%	Increased
533	CC Cederberg Capital London, United Kingdom	$146M	+$157M	4	64.04%	New
534	BAPIM British Airways Pensions Investment Management London, United Kingdom	$146M	-$1.77M	4	6.27%	Reduced
535	MNBTD Moody National Bank Trust Division Galveston, Texas	$144M	+$1.07M	13	4.11%	Increased
536	Farallon Capital Management San Francisco, California	$144M	+$100M	1	1.06%	Increased
537	UMB Bank Kansas City, Missouri	$144M	+$2.34M	5	4.39%	Increased
538	AIM Allen Investment Management New York	$143M	+$8.45M	7	5.78%	Increased
539	NSCM New South Capital Management Memphis, Tennessee	$143M	-$5.38M	2	4.6%	Reduced
540	People's United Financial Bridgeport, Connecticut	$143M	-$373K	13	4.96%	Reduced
541	RAM RWC Asset Management London, United Kingdom	$143M	+$2.81M	7	7.4%	Increased
542	AMF Tjänstepension Stockholm, Sweden	$141M	+$62.3M	3	1.55%	Increased
543	Credit Agricole Montrouge Cedex, France	$141M	+$26.2M	12	7.99%	Increased
544	RHJA Rice Hall James & Associates San Diego, California	$141M	+$41.4M	13	5.14%	Increased
545	Starboard Value New York	$141M	+$6.25M	1	4.34%	Increased
546	Pendal Group Sydney, Australia	$141M	-$307M	10	2.24%	Reduced
547	CRCM Cat Rock Capital Management Greenwich, Connecticut	$140M	+$57.2M	1	33.11%	Increased
548	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$140M	+$29.7M	6	8.94%	Increased
549	MP Makaira Partners La Jolla, California	$140M	+$8.83M	1	18.17%	Increased
550	Bridges Investment Management Omaha, Nebraska	$139M	+$38.9M	7	6.53%	Increased