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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
151	Pictet Asset Management (UK) London, United Kingdom	$666M	-$3.2M	14	3.33%	Reduced
152	Janus Henderson Group London,	$663M	-$2.32M	10	6.45%	Reduced
153	AQR Capital Management Greenwich, Connecticut	$661M	+$54.2M	26	1.99%	Increased
154	Citadel Advisors Miami, Florida	$658M	-$873M	40	0.77%	Reduced
155	Victory Capital Management San Antonio, Texas	$657M	+$17.2M	5	4.46%	Increased
156	GGHC Gilder Gagnon Howe & Co New York	$651M	+$73.5M	10	8.87%	Increased
157	Thrivent Financial for Lutherans Minneapolis, Minnesota	$651M	+$3.89M	17	4.03%	Increased
158	JP Jana Partners New York	$643M	+$416M	3	7.56%	Increased
159	Epoch Investment Partners New York	$642M	-$73.4M	4	2.58%	Reduced
160	Independent Franchise Partners London, United Kingdom	$642M	+$1.66M	2	10.47%	Increased
161	PC Passport Capital San Francisco, California	$637M	+$34.6M	9	17.61%	Increased
162	Westfield Capital Management Boston, Massachusetts	$634M	-$22.9M	7	3.8%	Reduced
163	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$618M	+$229M	8	5.4%	Increased
164	US Bancorp Minneapolis, Minnesota	$603M	-$5.44M	30	2.47%	Reduced
165	MLICM Metropolitan Life Insurance Company (MetLife) New York	$583M	-$11.1M	27	4.04%	Reduced
166	Royce & Associates New York	$581M	+$21.2M	13	1.72%	Increased
167	Pzena Investment Management New York	$576M	+$115M	3	3.3%	Increased
168	Fiduciary Management Inc Milwaukee, Wisconsin	$575M	-$15.4M	1	3.11%	Reduced
169	Teacher Retirement System of Texas Austin, Texas	$575M	-$61.3M	28	5.22%	Reduced
170	ACM Atlanta Capital Management Atlanta, Georgia	$571M	-$46.9M	5	3.93%	Reduced
171	Polen Capital Management Boca Raton, Florida	$571M	-$2.76M	3	12.34%	Reduced
172	NEAM New England Asset Management Farmington, Connecticut	$567M	-$26.6K	2	14.25%	Reduced
173	Hotchkis & Wiley Capital Management Los Angeles, California	$567M	+$92.2M	2	2.1%	Increased
174	Sanders Capital West Palm Beach, Florida	$554M	+$112M	2	6.43%	Increased
175	Caledonia Investments (Australia) Sydney NSW, Australia	$545M	-$6.78M	1	60.94%	Reduced