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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	SH SeaTown Holdings Singapore	$675M	+$650M	2	78.77%	Increased
177	Teacher Retirement System of Texas Austin, Texas	$674M	+$6.67M	30	5.59%	Increased
178	SAM Southeastern Asset Management Memphis, Tennessee	$671M	-$13.5M	2	3.66%	Reduced
179	Janus Henderson Group London,	$665M	-$47.7M	10	6.26%	Reduced
180	CCI Columbus Circle Investors	$650M	-$175M	6	4.67%	Reduced
181	GGHC Gilder Gagnon Howe & Co New York	$647M	+$4.7M	14	9.41%	Increased
182	CI Investments Inc Toronto, Ontario, Canada	$643M	+$140M	4	6.71%	Increased
183	Wasatch Advisors Salt Lake City, Utah	$640M	-$137M	15	6.71%	Reduced
184	MC Montag & Caldwell Atlanta, Georgia	$636M	-$115M	5	6.6%	Reduced
185	MAM Myriad Asset Management North Point, Hong Kong	$635M	+$609M	3	69.75%	Increased
186	1832 Asset Management Toronto, Ontario, Canada	$635M	-$59M	11	2.07%	Reduced
187	GH GAM Holding Zurich, Switzerland	$623M	+$243M	22	9.06%	Increased
188	HMP HS Management Partners New York	$623M	+$61.6M	5	26.03%	Increased
189	MLICM Metropolitan Life Insurance Company (MetLife) New York	$612M	-$13.4M	27	4.4%	Reduced
190	Westfield Capital Management Boston, Massachusetts	$611M	+$41M	4	3.73%	Increased
191	EC Eminence Capital New York	$607M	+$107M	5	8.88%	Increased
192	Pzena Investment Management New York	$602M	+$17.4M	3	3.29%	Increased
193	Aviva London, United Kingdom	$593M	-$10.7M	9	4.69%	Reduced
194	Hotchkis & Wiley Capital Management Los Angeles, California	$580M	-$10.8M	2	2.1%	Reduced
195	Public Employees Retirement Association of Colorado Denver, Colorado	$574M	-$29.2M	22	4.92%	Reduced
196	NEAM New England Asset Management Farmington, Connecticut	$573M	-$367K	4	13.88%	Reduced
197	Luther King Capital Management (LKCM) Fort Worth, Texas	$570M	+$52.3M	9	4.68%	Increased
198	IVA International Value Advisers	$566M	+$423M	3	12.81%	Increased
199	AWM Ashmore Wealth Management Wilmington, Delaware	$564M	$0	1	11.31%	Maintained
200	Sculptor Capital New York	$558M	+$166M	9	1.61%	Increased