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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	Envestnet Asset Management Chicago, Illinois	$2.78B	+$364M	65	1.81%	Increased
152	D1 Capital Partners New York	$2.76B	-$553M	6	20.39%	Reduced
153	Dodge & Cox San Francisco, California	$2.73B	+$592M	10	1.95%	Increased
154	Two Sigma Advisers New York	$2.71B	+$524M	67	7.45%	Increased
155	HA HHLR Advisors Grand Cayman, Cayman Islands	$2.71B	-$1.27B	15	26.74%	Reduced
156	Los Angeles Capital Management Los Angeles, California	$2.69B	-$508M	51	12.18%	Reduced
157	Harding Loevner Bridgewater, New Jersey	$2.64B	+$190M	9	10.32%	Increased
158	Altimeter Capital Management Boston, Massachusetts	$2.62B	-$1.06B	9	18.76%	Reduced
159	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.6B	+$8.94M	54	5.88%	Increased
160	William Blair & Company Chicago, Illinois	$2.6B	-$586M	39	9.83%	Reduced
161	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.56B	+$132M	33	10.18%	Increased
162	Sanders Capital West Palm Beach, Florida	$2.53B	-$541M	2	6.11%	Reduced
163	Royal London Asset Management United Kingdom	$2.53B	+$221M	24	11.58%	Increased
164	NEAM New England Asset Management Farmington, Connecticut	$2.51B	-$292K	4	49.2%	Reduced
165	VVP Vulcan Value Partners Birmingham, Alabama	$2.5B	+$499M	3	14.74%	Increased
166	Commonwealth Equity Services Waltham, Massachusetts	$2.46B	-$5.32M	46	6.97%	Reduced
167	SEI Investments Oaks, Pennsylvania	$2.46B	-$86.4M	63	6.19%	Reduced
168	Polen Capital Management Boca Raton, Florida	$2.44B	+$2.12B	6	5.49%	Increased
169	Truist Financial Charlotte, North Carolina	$2.43B	+$22.2M	46	4.22%	Increased
170	BNP Paribas Asset Management Paris, France	$2.42B	+$283M	24	9.96%	Increased
171	Teacher Retirement System of Texas Austin, Texas	$2.4B	-$1.21M	40	13.39%	Reduced
172	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.38B	-$58.4M	17	6.39%	Reduced
173	Third Point New York	$2.37B	+$652M	9	15.96%	Increased
174	Asset Management One Tokyo, Japan	$2.37B	-$72.8M	37	9.4%	Reduced
175	KBC Group Brussels, Belgium	$2.34B	+$160M	39	9.46%	Increased