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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	First Eagle Investment Management New York	$344M	+$111M	6	0.88%	Increased
552	OCM OLP Capital Management Causeway Bay, Hong Kong	$344M	+$138M	3	73.25%	Increased
553	Oppenheimer Asset Management New York	$344M	+$23.5M	35	4.89%	Increased
554	Clifford Swan Investment Counsel Pasadena, California	$343M	-$5.18M	7	12.59%	Reduced
555	South Dakota Investment Council Sioux Falls, South Dakota	$342M	+$11.4M	10	6.13%	Increased
556	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$342M	+$3.89M	23	8.08%	Increased
557	UMB Bank Kansas City, Missouri	$341M	-$2.82M	6	7.66%	Reduced
558	Pacer Advisors Malvern, Pennsylvania	$339M	+$6.72M	29	4.28%	Increased
559	Blackstone Inc New York	$338M	+$147M	11	0.75%	Increased
560	Maryland State Retirement & Pension System Baltimore, Maryland	$337M	+$4.5M	26	9.55%	Increased
561	ACM Atlanta Capital Management Atlanta, Georgia	$335M	+$332K	2	1.2%	Increased
562	HM Payson & Co Portland, Maine	$334M	-$1.26M	24	8.13%	Reduced
563	Dai-ichi Life Insurance Company Tokyo, Japan	$334M	-$37.9M	18	4.33%	Reduced
564	Causeway Capital Management Los Angeles, California	$334M	-$81.7M	4	7.51%	Reduced
565	MNBTD Moody National Bank Trust Division Galveston, Texas	$332M	-$311K	10	4.86%	Reduced
566	GPCM Greenbrier Partners Capital Management Dallas, Texas	$331M	$0	2	30.32%	Maintained
567	Ossiam Paris, France	$331M	-$9.99M	12	9.37%	Reduced
568	Capital Fund Management (CFM) Paris, France	$331M	-$19M	25	2.45%	Reduced
569	MAI Capital Management Independence, Ohio	$330M	+$16.4M	13	6.36%	Increased
570	Cerity Partners New York	$329M	+$1.33M	18	7.24%	Increased
571	SIG Senator Investment Group New York	$328M	-$91.2M	3	5.62%	Reduced
572	Eventide Asset Management Boston, Massachusetts	$328M	+$129M	6	4.32%	Increased
573	Shelton Capital Management Denver, Colorado	$326M	-$16.3M	14	12.74%	Reduced
574	Kovitz Investment Group Partners Chicago, Illinois	$326M	-$3.96M	6	6.49%	Reduced
575	Bridges Investment Management Omaha, Nebraska	$324M	-$39M	6	10.19%	Reduced