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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	Melvin Capital Management New York	$1.24B	+$56M	4	11.24%	Increased
152	Retirement Systems of Alabama Montgomery, Alabama	$1.22B	-$62.6M	11	5.99%	Reduced
153	Aviva London, United Kingdom	$1.22B	+$32.6M	18	7.21%	Increased
154	William Blair & Company Chicago, Illinois	$1.21B	-$14.2M	22	8.25%	Reduced
155	Harding Loevner Bridgewater, New Jersey	$1.21B	+$51M	6	6.82%	Increased
156	Federated Hermes Pittsburgh, Pennsylvania	$1.21B	-$34.5M	41	3.55%	Reduced
157	Parnassus Investments San Francisco, California	$1.2B	+$18.3M	3	4.78%	Increased
158	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.18B	-$38.8M	17	5.99%	Reduced
159	Mirae Asset Global Investments Seoul, South Korea	$1.16B	-$134M	19	15.83%	Reduced
160	Fayez Sarofim & Co Houston, Texas	$1.15B	+$23.1M	7	6.2%	Increased
161	1832 Asset Management Toronto, Ontario, Canada	$1.15B	+$254M	15	3.89%	Increased
162	Man Group London, United Kingdom	$1.14B	+$392M	40	4.7%	Increased
163	Ninety One (UK) London, United Kingdom	$1.13B	-$79.7M	5	5.62%	Reduced
164	Jupiter Investment Management London, United Kingdom	$1.12B	+$516M	16	8%	Increased
165	Teacher Retirement System of Texas Austin, Texas	$1.11B	-$21.2M	33	7.07%	Reduced
166	Longview Partners St Peter Port, Guernsey	$1.09B	-$166M	1	5.68%	Reduced
167	Natixis Paris, France	$1.07B	+$1.47M	17	5.64%	Increased
168	Ruane, Cunniff & Goldfarb New York	$1.06B	-$394M	3	9.47%	Reduced
169	Acadian Asset Management Boston, Massachusetts	$1.06B	-$141M	33	4.56%	Reduced
170	WCM Investment Management Laguna Beach, California	$1.05B	+$851M	6	10.86%	Increased
171	GGHC Gilder Gagnon Howe & Co New York	$1.04B	-$25.1M	14	11.23%	Reduced
172	Two Sigma Advisers New York	$1.04B	+$81.9M	44	2.8%	Increased
173	Hermes Investment Management London Uk, United Kingdom	$1.04B	+$32.1M	4	13.81%	Increased
174	ACI AMP Capital Investors Sydney, Australia	$1.02B	-$5.41M	24	5.65%	Reduced
175	SHIM Spruce House Investment Management New York	$990M	+$160M	3	36.22%	Increased