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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	HM Payson & Co Portland, Maine	$396M	+$4.43M	24	8.61%	Increased
527	Qube Research & Technologies (QRT) London, United Kingdom	$396M	+$262M	56	3.06%	Increased
528	Cubist Systematic Strategies Stamford, Connecticut	$394M	+$172M	104	3.75%	Increased
529	Kornitzer Capital Management Shawnee Mission, Kansas	$393M	-$25.5M	21	5.86%	Reduced
530	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$393M	+$8.93M	25	8.2%	Increased
531	Allstate Corporation Northbrook, Illinois	$392M	+$263M	21	7.48%	Increased
532	Elo Mutual Pension Insurance Espoo, Finland	$391M	+$24.4M	12	10.8%	Increased
533	Spire Wealth Management Mclean, Virginia	$390M	+$51.7M	57	8.64%	Increased
534	Thornburg Investment Management Santa Fe, New Mexico	$389M	-$107M	13	4.56%	Reduced
535	GPCM Greenbrier Partners Capital Management Dallas, Texas	$389M	$0	2	33.48%	Maintained
536	Connectus Wealth Cincinnati, Ohio	$387M	+$210M	13	14.98%	Increased
537	SC Strategy Capital Los Altos, California	$385M	+$25.1M	2	36.44%	Increased
538	MAMU Marathon Asset Management (UK) London, United Kingdom	$384M	+$106M	6	4.76%	Increased
539	Maryland State Retirement & Pension System Baltimore, Maryland	$379M	+$935K	31	9.9%	Increased
540	GC GGV Capital Menlo Park, California	$378M	+$470M	6	31.24%	New
541	Silvercrest Asset Management New York	$374M	+$19.5M	22	2.37%	Increased
542	WI Wafra Inc New York	$374M	+$34M	3	11.82%	Increased
543	Yacktman Asset Management Austin, Texas	$374M	+$3.64M	2	3.33%	Increased
544	AssetMark Inc Concord, California	$372M	-$29.2M	29	1.53%	Reduced
545	Dai-ichi Life Insurance Company Tokyo, Japan	$372M	-$1.7M	18	4.78%	Reduced
546	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$372M	+$354M	14	8.59%	New
547	Stonehage Fleming Financial Services St. Helier, Jersey	$372M	+$5.33M	9	10.17%	Increased
548	Oppenheimer Asset Management New York	$372M	+$11.1M	35	4.93%	Increased
549	IEQ Capital Foster City, California	$371M	+$44.5M	24	8.58%	Increased
550	Synovus Financial Columbus, Georgia	$370M	+$3.47M	13	3.67%	Increased