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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	Comerica Bank Dallas, Texas	$752M	+$359M	20	3.25%	Increased
177	Cornerstone Investment Partners Atlanta, Georgia	$722M	-$74.7M	4	8.2%	Reduced
178	Lone Pine Capital Greenwich, Connecticut	$717M	+$457M	3	3.01%	Increased
179	ING Group Amsterdam, Netherlands	$709M	+$148M	9	3.34%	Increased
180	General Atlantic New York	$676M	-$609M	1	22.01%	Reduced
181	Royce & Associates New York	$674M	+$42.7M	13	2.34%	Increased
182	Soros Fund Management New York	$674M	-$89.4M	6	7.36%	Reduced
183	HMP HS Management Partners New York	$668M	-$2.37M	5	26.64%	Reduced
184	Westfield Capital Management Boston, Massachusetts	$667M	-$12.4M	4	3.92%	Reduced
185	Wasatch Advisors Salt Lake City, Utah	$661M	-$80.8M	14	6.86%	Reduced
186	CCI Columbus Circle Investors	$653M	-$38M	6	4.62%	Reduced
187	MLICM Metropolitan Life Insurance Company (MetLife) New York	$650M	-$8.54M	31	4.5%	Reduced
188	HH HSG Holding Na, Hong Kong	$643M	-$211M	1	73.36%	Reduced
189	GGHC Gilder Gagnon Howe & Co New York	$642M	+$26.8M	14	9.55%	Increased
190	Los Angeles Capital Management Los Angeles, California	$639M	+$140M	12	5.87%	Increased
191	NEAM New England Asset Management Farmington, Connecticut	$635M	-$7.77M	4	15.62%	Reduced
192	Aviva London, United Kingdom	$619M	-$20.5M	9	4.8%	Reduced
193	Pzena Investment Management New York	$619M	+$26.2M	3	3.31%	Increased
194	AWM Ashmore Wealth Management Wilmington, Delaware	$618M	$0	1	12.07%	Maintained
195	Public Employees Retirement Association of Colorado Denver, Colorado	$614M	-$2.65M	21	5.08%	Reduced
196	Carmignac Gestion Paris, France	$607M	+$311M	2	5.54%	Increased
197	Luther King Capital Management (LKCM) Fort Worth, Texas	$607M	+$351K	9	4.89%	Increased
198	FTCM Fir Tree Capital Management New York	$603M	+$45.8M	3	6.29%	Increased
199	Aberdeen Asset Management Aberdeen, United Kingdom	$590M	-$222M	11	1.48%	Reduced
200	TimesSquare Capital Management New York	$588M	+$59.5M	7	3.27%	Increased