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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	CCI Columbus Circle Investors	$633M	-$106M	6	5.64%	Reduced
177	SCM Steadfast Capital Management New York	$627M	+$287M	5	15.04%	Increased
178	Federated Hermes Pittsburgh, Pennsylvania	$618M	-$20.1M	27	1.92%	Reduced
179	Brandywine Global Investment Management Philadelphia, Pennsylvania	$617M	+$186M	5	4.03%	Increased
180	MLICM Metropolitan Life Insurance Company (MetLife) New York	$614M	-$9.61M	30	4.72%	Reduced
181	CIBC Private Wealth Group Atlanta, Georgia	$608M	-$15.4M	8	4.7%	Reduced
182	Numeric Investors Boston, Massachusetts	$608M	-$17.1M	12	6.42%	Reduced
183	TI TRG Investments Richmond, Virginia	$601M	$0	2	100%	Maintained
184	Millennium Management New York	$600M	-$240M	36	1.5%	Reduced
185	First Eagle Investment Management New York	$599M	+$63.9M	7	1.52%	Increased
186	Mackenzie Financial Toronto Ontario, Ontario, Canada	$598M	+$56.3M	14	5.42%	Increased
187	Aberdeen Asset Management Aberdeen, United Kingdom	$597M	-$1.53M	16	2.16%	Reduced
188	NN Investment Partners Holdings The Hague, Netherlands	$593M	+$550M	14	5.69%	New
189	JP Morgan Private Wealth Advisors San Francisco, California	$591M	+$164M	14	5.65%	Increased
190	Robeco Institutional Asset Management Rotterdam, Netherlands	$583M	+$76.1M	10	4.68%	Increased
191	LPL Financial San Diego, California	$576M	-$5.59M	17	1.6%	Reduced
192	Luther King Capital Management (LKCM) Fort Worth, Texas	$569M	-$42.2M	10	5.66%	Reduced
193	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$564M	+$20.3M	13	5.64%	Increased
194	Flossbach Von Storch Cologne, Germany	$556M	+$157M	4	8.84%	Increased
195	PGP Prescott General Partners Boca Raton, Florida	$553M	+$25.6M	4	38.98%	Increased
196	Select Equity Group New York	$547M	+$53.1M	3	4.59%	Increased
197	WP Wedgewood Partners St Louis, Missouri	$542M	+$13.6M	1	9.83%	Increased
198	ACI AMP Capital Investors Sydney, Australia	$539M	-$30.3M	14	3.6%	Reduced
199	Los Angeles Capital Management Los Angeles, California	$539M	+$15.2M	13	4.81%	Increased
200	SEI Investments Oaks, Pennsylvania	$537M	-$33.6M	27	3.34%	Reduced