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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
176	Independent Franchise Partners London, United Kingdom	$464M	+$495M	2	8.86%	New
177	Harding Loevner Bridgewater, New Jersey	$455M	+$460M	2	4.4%	New
178	General Atlantic New York	$452M	+$455M	2	47.13%	New
179	Guggenheim Capital Chicago, Illinois	$442M	+$454M	26	1.86%	New
180	Royce & Associates New York	$436M	+$441M	18	1.35%	New
181	ACI AMP Capital Investors Sydney, Australia	$436M	+$451M	13	3.39%	New
182	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$431M	+$435M	8	7.74%	New
183	Alkeon Capital Management New York	$428M	+$427M	5	9.59%	New
184	LBG Lloyds Banking Group London, United Kingdom	$410M	+$429M	7	4.3%	New
185	F&C Asset Management Edinburgh, Scotland, United Kingdom	$406M	+$420M	8	5.56%	New
186	SEI Trust Company Oaks, Pennsylvania	$406M	+$417M	17	4.96%	New
187	Irish Life Investment Managers Dublin, Ireland	$398M	+$416M	20	5.02%	New
188	TPSF Texas Permanent School Fund Austin, Texas	$390M	+$407M	14	4.06%	New
189	RIM Rainier Investment Management Seattle, Washington	$386M	+$393M	5	3.5%	New
190	AIG American International Group New York	$384M	+$406M	34	2.3%	New
191	Parnassus Investments San Francisco, California	$382M	+$402M	2	4.99%	New
192	Korea Investment Corp Seoul, South Korea	$372M	+$391M	7	4.46%	New
193	Sustainable Growth Advisers Stamford, Connecticut	$370M	+$391M	3	9.19%	New
194	GGHC Gilder Gagnon Howe & Co New York	$365M	+$352M	9	6.88%	New
195	CM CS McKee Pittsburgh, Pennsylvania	$364M	+$384M	3	6.2%	New
196	Aristotle Capital Management Los Angeles, California	$363M	+$360M	4	9.96%	New
197	IRF IBM Retirement Fund Armonk, New York	$363M	+$378M	11	4.47%	New
198	TimesSquare Capital Management New York	$355M	+$337M	8	2.19%	New
199	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$352M	+$357M	12	2.65%	New
200	GA Greenhaven Associates Purchase, New York	$349M	+$346M	1	9.31%	New