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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
676	SM SG3 Management Dorado, Puerto Rico	$131M	+$137M	2	11.81%	Increased
677	SP ShawSpring Partners Boston, Massachusetts	$131M	+$23.8M	4	85.22%	Increased
678	Northeast Investment Management Boston, Massachusetts	$130M	-$2.31M	7	10.42%	Reduced
679	Scout Investments Kansas City, Missouri	$129M	+$30.1M	7	2.57%	Increased
680	Windward Capital Management Los Angeles, California	$129M	+$513K	4	15.45%	Increased
681	KM Kylin Management New York	$129M	-$63.4M	4	37.01%	Reduced
682	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$128M	-$6.75M	5	58.21%	Reduced
683	Ossiam Paris, France	$128M	+$54.3M	7	8.94%	Increased
684	Salem Investment Counselors Winston Salem, North Carolina	$128M	+$2.48M	13	11.79%	Increased
685	Douglass Winthrop Advisors New York	$128M	+$5.02M	5	4.89%	Increased
686	MIS Morningstar Investment Services Chicago, Illinois	$127M	-$6.7M	6	2.16%	Reduced
687	Clark Capital Management Group Philadelphia, Pennsylvania	$126M	+$1.86M	5	2.86%	Increased
688	OH Overlook Holdings Tortola, British Virgin Islands	$126M	+$116M	1	37.26%	Increased
689	AG Artal Group Luxembourg	$126M	-$2.2M	5	5.04%	Reduced
690	Madison Investment Holdings Madison, Wisconsin	$125M	+$837K	4	2.03%	Increased
691	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$125M	-$4.82M	9	5.97%	Reduced
692	Columbus Hill Capital Management Short Hills, New Jersey	$125M	-$36.3M	2	15.63%	Reduced
693	JC Joho Capital New York	$125M	-$67.3M	3	22.03%	Reduced
694	SRAM Stone Ridge Asset Management New York	$124M	+$4.41M	27	7.45%	Increased
695	ALPS Advisors Denver, Colorado	$123M	-$15.4M	12	0.96%	Reduced
696	Lyrical Asset Management New York	$122M	-$5.55M	1	1.84%	Reduced
697	InterOcean Capital Chicago, Illinois	$121M	+$9.9M	6	9.9%	Increased
698	TPC Tiger Pacific Capital New York	$121M	+$1.04M	5	38.47%	Increased
699	FIM Frontier Investment Management Dallas, Texas	$121M	-$738K	7	7.65%	Reduced
700	IHL Investment House LLC Redondo Beach, California	$120M	+$744K	7	12.14%	Increased