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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	Coatue Management New York	$530M	-$442M	5	5.4%	Reduced
177	Suntrust Banks Atlanta, Georgia	$529M	-$18.9M	17	2.06%	Reduced
178	Public Employees Retirement Association of Colorado Denver, Colorado	$518M	-$13.8M	19	4.78%	Reduced
179	John W. Bristol & Co New York	$517M	-$37.2M	4	9.68%	Reduced
180	Bessemer Group Woodbridge, New Jersey	$507M	+$245M	14	4.12%	Increased
181	Royce & Associates New York	$499M	+$38.1M	17	1.48%	Increased
182	Cornerstone Investment Partners Atlanta, Georgia	$495M	-$50.2M	3	7.09%	Reduced
183	Caledonia Investments (Australia) Sydney NSW, Australia	$490M	+$54.2M	1	52.37%	Increased
184	SAC Capital Advisors Stamford, Connecticut	$485M	-$144M	24	2.62%	Reduced
185	F&C Asset Management Edinburgh, Scotland, United Kingdom	$482M	+$24.9M	10	6.26%	Increased
186	Hotchkis & Wiley Capital Management Los Angeles, California	$479M	+$168M	2	2.2%	Increased
187	LBG Lloyds Banking Group London, United Kingdom	$467M	+$6.01M	9	4.78%	Increased
188	Comerica Bank Dallas, Texas	$465M	+$105M	23	3.24%	Increased
189	Aviva London, United Kingdom	$462M	+$62.8M	10	4.05%	Increased
190	ACI AMP Capital Investors Sydney, Australia	$462M	-$32.3M	14	3.54%	Reduced
191	Korea Investment Corp Seoul, South Korea	$458M	+$33.4M	8	4.87%	Increased
192	Eagle Asset Management St Petersburg, Florida	$457M	+$255M	10	2.27%	Increased
193	Zevenbergen Capital Investments Edmonds, Washington	$452M	+$43.9M	7	15.3%	Increased
194	HCM Highfields Capital Management Boston, Massachusetts	$452M	-$77.7M	3	3.57%	Reduced
195	Boston Partners Boston, Massachusetts	$446M	+$75M	12	1.08%	Increased
196	Parnassus Investments San Francisco, California	$440M	+$508K	2	5.05%	Increased
197	Tiger Global Management New York	$439M	-$112M	2	7.36%	Reduced
198	AIG American International Group New York	$435M	-$6.43M	37	2.37%	Reduced
199	PGGM Investments Zeist, Netherlands	$432M	-$182M	3	2.52%	Reduced
200	KeyBank National Association Cleveland, Ohio	$428M	-$592M	14	2.94%	Reduced