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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	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$112M	-$54.5M	5	2.52%	Reduced
552	Winton Group London, United Kingdom	$111M	-$59M	7	3.68%	Reduced
553	RHBC R.H. Bluestein & Co Birmingham, Michigan	$111M	+$4.1M	3	7.25%	Increased
554	Oppenheimer & Co New York	$111M	-$5.48M	15	3.23%	Reduced
555	DCM Dupont Capital Management Wilmington, Delaware	$110M	-$13.3M	9	2.47%	Reduced
556	Fiduciary Trust Boston, Massachusetts	$110M	+$4.46M	6	3.57%	Increased
557	Thomaspartners Boston, Massachusetts	$110M	+$6.5M	1	1.19%	Increased
558	AG Alibaba Group Causeway Bay, Hong Kong	$109M	$0	1	19.67%	Maintained
559	Bridgeway Capital Management Houston, Texas	$109M	+$11.6M	20	1.42%	Increased
560	Livforsakringsbolaget Skandia Stockholm, Sweden	$109M	+$77.7M	10	5.55%	Increased
561	Adams Diversified Equity Fund Baltimore, Maryland	$109M	+$4.43M	3	6.75%	Increased
562	Johnson Investment Counsel Cincinnati, Ohio	$108M	-$11.5M	7	3.33%	Reduced
563	MVIP Mar Vista Investment Partners Los Angeles, California	$108M	+$1.57M	2	4.38%	Increased
564	Profund Advisors Bethesda, Maryland	$108M	-$5.79M	21	4.98%	Reduced
565	Samlyn Capital New York	$108M	-$7.27M	3	2.44%	Reduced
566	CIM Calvert Investment Management Bethesda, Maryland	$106M	-$6.64M	11	3.98%	Reduced
567	Highbridge Capital Management New York	$106M	+$27M	12	1.88%	Increased
568	Washington Trust Westerly, Rhode Island	$104M	-$1.71M	7	6.75%	Reduced
569	Private Advisor Group Morristown, New Jersey	$104M	+$3.12M	8	3.42%	Increased
570	Stephens Investment Management Group Houston, Texas	$104M	+$7.66M	6	2.92%	Increased
571	Wolverine Trading Chicago, Illinois	$104M	-$17.4M	22	0.51%	Reduced
572	Jupiter Asset Management London, United Kingdom	$104M	-$7.98M	6	3.89%	Reduced
573	People's United Financial Bridgeport, Connecticut	$104M	+$29.8M	18	3.85%	Increased
574	HI Honeywell International Charlotte, North Carolina	$104M	-$22.7M	2	3.48%	Reduced
575	Stonehage Fleming Financial Services St. Helier, Jersey	$103M	+$11.4M	10	6.46%	Increased