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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	Hotchkis & Wiley Capital Management Los Angeles, California	$583M	+$25.3M	2	2.06%	Increased
177	ACM Atlanta Capital Management Atlanta, Georgia	$579M	-$24.8M	5	3.95%	Reduced
178	Public Employees Retirement Association of Colorado Denver, Colorado	$576M	-$10.8M	22	4.86%	Reduced
179	Royce & Associates New York	$576M	-$5.3M	10	1.71%	Reduced
180	Aviva London, United Kingdom	$570M	-$5.32M	9	4.36%	Reduced
181	British Columbia Investment Management Victoria, British Columbia, Canada	$569M	+$2.38M	9	4.6%	Increased
182	NEAM New England Asset Management Farmington, Connecticut	$562M	+$2.71M	4	13.37%	Increased
183	WP Wedgewood Partners St Louis, Missouri	$560M	-$57.4M	1	9.77%	Reduced
184	Two Sigma Investments New York	$549M	+$180M	20	2.47%	Increased
185	Westfield Capital Management Boston, Massachusetts	$548M	-$161M	5	3.26%	Reduced
186	HMP HS Management Partners New York	$540M	+$22.3M	4	22.04%	Increased
187	Brandywine Global Investment Management Philadelphia, Pennsylvania	$535M	+$20.3M	7	4.19%	Increased
188	Alkeon Capital Management New York	$534M	-$5.9M	6	9.76%	Reduced
189	Korea Investment Corp Seoul, South Korea	$527M	-$8.31M	8	4.39%	Reduced
190	Aristotle Capital Management Los Angeles, California	$523M	+$37.8M	6	6.96%	Increased
191	AWM Ashmore Wealth Management Wilmington, Delaware	$520M	$0	1	10.04%	Maintained
192	YI YM Investment Central, Hong Kong	$515M	+$369M	1	81.76%	New
193	VVP Vulcan Value Partners Birmingham, Alabama	$509M	-$4.5M	2	7.54%	Reduced
194	Thornburg Investment Management Santa Fe, New Mexico	$508M	-$78.1M	9	2.03%	Reduced
195	First Trust Advisors Wheaton, Illinois	$506M	-$19.6M	26	2.1%	Reduced
196	AIG American International Group New York	$502M	-$1.13M	42	2.21%	Reduced
197	ACI AMP Capital Investors Sydney, Australia	$501M	+$51.4M	13	3.1%	Increased
198	John W. Bristol & Co New York	$497M	+$16.8M	4	8.42%	Increased
199	EC Eminence Capital New York	$495M	+$64.2M	4	8.18%	Increased
200	Luther King Capital Management (LKCM) Fort Worth, Texas	$490M	+$30M	7	3.87%	Increased