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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
626	GW&K Investment Management Boston, Massachusetts	$112M	-$2.54M	3	2.22%	Reduced
627	QIM Quantitative Investment Management Charlottesville, Virginia	$112M	+$40.4M	11	5.79%	Increased
628	TAM Telemark Asset Management Boston, Massachusetts	$112M	-$17.4M	3	23.06%	Reduced
629	Intermede Investment Partners London, United Kingdom	$112M	+$10.8M	2	8.95%	Increased
630	ICP Indus Capital Partners New York	$111M	-$22.1M	7	20.09%	Reduced
631	WorldQuant Millennium Advisors New York	$111M	+$44.7M	6	3.28%	Increased
632	Allstate Corporation Northbrook, Illinois	$110M	+$126M	5	3.62%	Increased
633	EC Eminence Capital New York	$110M	+$119M	1	2.14%	New
634	South Texas Money Management San Antonio, Texas	$110M	+$23.4M	6	5.26%	Increased
635	OAM Origin Asset Management London, United Kingdom	$110M	-$36.7M	5	10.02%	Reduced
636	Alyeska Investment Group Chicago, Illinois	$109M	+$53M	6	1.59%	Increased
637	Hancock Whitney Gulfport, Mississippi	$109M	-$7.78M	10	3.68%	Reduced
638	SIM Sentry Investment Management Stevens Point, Wisconsin	$108M	-$585K	9	7.83%	Reduced
639	WesBanco Bank Wheeling, West Virginia	$108M	+$2.88M	8	6.41%	Increased
640	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$108M	+$27.4M	3	84.55%	Increased
641	CA Cornerstone Advisors Asheville, North Carolina	$107M	$0	4	9.38%	Maintained
642	NIM Northeast Investment Management Boston, Massachusetts	$106M	-$6.91M	6	10.25%	Reduced
643	PHS PFM Health Sciences San Francisco, California	$106M	-$68.1M	2	2.82%	Reduced
644	Hotchkis & Wiley Capital Management Los Angeles, California	$106M	+$19.9M	3	0.47%	Increased
645	TCG Tremblant Capital Group West Palm Beach, Florida	$106M	+$24.8M	2	7.15%	Increased
646	AIM AIA Investment Management Singapore	$106M	-$45.9M	3	43.64%	Reduced
647	Thompson Siegel & Walmsley Richmond, Virginia	$106M	-$12.2M	14	1.65%	Reduced
648	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$105M	+$8.26M	7	6.42%	Increased
649	Laurion Capital Management New York	$105M	+$49.7M	17	1.86%	Increased
650	Boston Financial Management Boston, Massachusetts	$105M	+$1.26M	6	7.25%	Increased