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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
551	TAM Telemark Asset Management Boston, Massachusetts	$106M	-$6.87M	3	24.82%	Reduced
552	AC Alleghany Corporation New York	$105M	-$78.3M	1	3.71%	Reduced
553	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$105M	+$28.1M	4	8.31%	Increased
554	MAM Myriad Asset Management North Point, Hong Kong	$105M	-$31.1M	3	10.3%	Reduced
555	NAM NorthCoast Asset Management Greenwich, Connecticut	$104M	+$25.2M	3	6.77%	Increased
556	Williams Jones & Associates New York	$104M	+$6.64M	7	4.75%	Increased
557	SAM Securian Asset Management St Paul, Minnesota	$104M	+$1.56M	10	3.08%	Increased
558	ZDA Zweig-DiMenna Associates New York	$104M	-$4.59M	8	5.17%	Reduced
559	PCM Palestra Capital Management New York	$102M	+$2.38M	2	11.86%	Increased
560	Comgest Global Investors Paris, France	$102M	+$95.4M	4	3.4%	Increased
561	BB&T Securities Richmond, Virginia	$102M	-$3.36M	9	2.14%	Reduced
562	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$102M	-$2.24M	4	5.56%	Reduced
563	AG Alibaba Group Causeway Bay, Hong Kong	$101M	+$106M	1	44%	New
564	ACP Ashfield Capital Partners San Francisco, California	$101M	-$13.4M	5	6.9%	Reduced
565	MUFG Americas New York	$101M	-$5.67M	11	3.63%	Reduced
566	HCM Highline Capital Management New York	$99.9M	+$75.6M	1	4.72%	Increased
567	EverPoint Asset Management Stamford, Connecticut	$98.7M	-$91.3M	7	2.07%	Reduced
568	Birch Hill Investment Advisors Boston, Massachusetts	$98.1M	+$2.43M	5	10.26%	Increased
569	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$98.1M	-$2.38M	2	1.82%	Reduced
570	Andra AP-fonden Goteborg, Sweden	$97.4M	+$32.4M	9	2.78%	Increased
571	NA Newport Asia San Francisco, California	$97.3M	+$29.2M	2	27.15%	Increased
572	SD Sumway Development Shanghai, China	$97.2M	+$88.9M	1	48.57%	New
573	Waverton Investment Management London, United Kingdom	$97.1M	-$6.69M	4	7.31%	Reduced
574	SRIM Saratoga Research & Investment Management Saratoga, California	$96.6M	+$13.5M	2	9.36%	Increased
575	Capstone Investment Advisors New York	$96.5M	+$101M	5	2.58%	Increased