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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	NEAM New England Asset Management Farmington, Connecticut	$584M	-$26.4K	2	15.2%	Reduced
177	Polen Capital Management Boca Raton, Florida	$582M	-$25.8M	3	12.87%	Reduced
178	F&C Asset Management Edinburgh, Scotland, United Kingdom	$578M	+$21.5M	9	7.06%	Increased
179	Public Employees Retirement Association of Colorado Denver, Colorado	$575M	-$13.8M	19	4.94%	Reduced
180	Royce & Associates New York	$573M	+$28.3M	18	1.64%	Increased
181	Cornerstone Investment Partners Atlanta, Georgia	$549M	-$1.08M	3	7.01%	Reduced
182	Suntrust Banks Atlanta, Georgia	$549M	-$51.8M	16	2.14%	Reduced
183	Korea Investment Corp Seoul, South Korea	$542M	+$14.3M	8	5.13%	Increased
184	Aviva London, United Kingdom	$538M	+$2.16M	9	4.49%	Increased
185	Wilmington Trust Wilmington, Delaware	$531M	-$254M	10	8.98%	Reduced
186	BNP Paribas Asset Management Paris, France	$528M	-$91.7M	11	3.95%	Reduced
187	PC Passport Capital San Francisco, California	$525M	+$80.8M	8	17.87%	Increased
188	LBG Lloyds Banking Group London, United Kingdom	$523M	-$10.1M	9	4.72%	Reduced
189	BRC Blue Ridge Capital New York	$516M	+$169M	3	5.32%	Increased
190	Parnassus Investments San Francisco, California	$516M	+$1.7M	2	5.26%	Increased
191	ACI AMP Capital Investors Sydney, Australia	$513M	-$9.4M	17	3.61%	Reduced
192	Caledonia Investments (Australia) Sydney NSW, Australia	$512M	+$35.3M	1	56.23%	Increased
193	KeyBank National Association Cleveland, Ohio	$501M	-$2.22M	15	3.27%	Reduced
194	John W. Bristol & Co New York	$501M	-$66.5M	4	8.88%	Reduced
195	First Trust Advisors Wheaton, Illinois	$495M	+$34.3M	20	2.4%	Increased
196	WP Wedgewood Partners St Louis, Missouri	$492M	+$20.9M	1	10.23%	Increased
197	SAC Capital Advisors Stamford, Connecticut	$490M	-$32.3M	27	2.85%	Reduced
198	Hotchkis & Wiley Capital Management Los Angeles, California	$487M	-$23.2M	2	2.08%	Reduced
199	Pzena Investment Management New York	$484M	+$335M	3	2.82%	Increased
200	Capstone Investment Advisors New York	$475M	+$347M	2	5.18%	Increased