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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
576	RP RBS Partners Bay Harbor Islands, Florida	$102M	$0	1	15.59%	Maintained
577	Brighton Jones LLC Seattle, Washington	$101M	-$36.5M	2	38.29%	Reduced
578	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$101M	+$2.41M	4	7.93%	Increased
579	ORI Oak Ridge Investments Chicago, Illinois	$101M	-$6.36M	3	3.26%	Reduced
580	Iconiq Capital San Francisco, California	$100M	-$13.9M	3	11.84%	Reduced
581	EC EMS Capital New York	$99.1M	-$4.07M	2	10.31%	Reduced
582	MAMU Marathon Asset Management (UK) London, United Kingdom	$98.2M	-$2.46M	5	2.12%	Reduced
583	HT HAP Trading New York	$98M	+$26.1M	5	4.91%	Increased
584	Bradley Foster & Sargent Hartford, Connecticut	$97.9M	+$14.1M	7	4.15%	Increased
585	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$97M	+$18K	12	1.8%	Increased
586	NCGI Next Century Growth Investors Plymouth, Minnesota	$96.4M	-$18.6M	5	5.91%	Reduced
587	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$96.3M	-$3.35M	12	3.44%	Reduced
588	AAM Ardevora Asset Management London, United Kingdom	$96.2M	-$1.96M	4	3.45%	Reduced
589	SAM Sentinel Asset Management Montpelier, Vermont	$96.2M	+$11.3M	4	2.4%	Increased
590	SIM Sentry Investment Management Stevens Point, Wisconsin	$96.1M	+$462K	8	4.04%	Increased
591	HM Payson & Co Portland, Maine	$96M	+$12.8M	5	4.57%	Increased
592	HP Hound Partners New York	$95.7M	+$25.2M	1	2.31%	Increased
593	Smead Capital Management Phoenix, Arizona	$95.7M	-$62.9M	1	4.86%	Reduced
594	Moore Capital Management New York	$95.6M	-$66.3M	7	3.11%	Reduced
595	UIA UG Investment Advisers Taipei, Taiwan	$95.4M	+$105M	3	74.29%	New
596	ANI American National Insurance Galveston, Texas	$94.7M	-$441K	6	5.5%	Reduced
597	TBC Three Bays Capital Boston, Massachusetts	$94.6M	+$98.9M	1	4.35%	New
598	Ruffer LLP London, United Kingdom	$94.5M	+$1.52M	2	5.6%	Increased
599	Edmond de Rothschild Holding Chambesy, Switzerland	$93.7M	-$9.06M	13	2.59%	Reduced
600	TIAA CREF Trust St Louis, Missouri	$93.6M	-$496K	4	0.74%	Reduced