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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	Aberdeen Asset Management Aberdeen, United Kingdom	$744M	+$25.9M	17	2.66%	Increased
177	Pzena Investment Management New York	$740M	-$53.2M	3	4.52%	Reduced
178	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$739M	+$56.1M	7	5.92%	Increased
179	Two Sigma Investments New York	$714M	+$286M	35	2.59%	Increased
180	CIBC Private Wealth Group Atlanta, Georgia	$705M	+$1.66M	8	4.89%	Increased
181	ACI AMP Capital Investors Sydney, Australia	$692M	+$48.5M	18	4.25%	Increased
182	Mackenzie Financial Toronto Ontario, Ontario, Canada	$691M	-$64M	15	4.31%	Reduced
183	Robeco Institutional Asset Management Rotterdam, Netherlands	$690M	+$29.6M	13	5.1%	Increased
184	GC Greenlight Capital New York	$683M	-$197M	2	13.05%	Reduced
185	Epoch Investment Partners New York	$682M	+$10.9M	5	2.54%	Increased
186	Longview Partners St Peter Port, Guernsey	$682M	+$10.1M	1	4.41%	Increased
187	Westfield Capital Management Boston, Massachusetts	$680M	-$97.7M	6	5.49%	Reduced
188	Brandywine Global Investment Management Philadelphia, Pennsylvania	$678M	+$4.35M	6	4.47%	Increased
189	MLICM Metropolitan Life Insurance Company (MetLife) New York	$668M	-$10.1M	33	4.9%	Reduced
190	TCM Tybourne Capital Management Hong Kong	$666M	+$61.9M	3	33.22%	Increased
191	Aperio Group Sausalito, California	$660M	+$57M	28	4.77%	Increased
192	TI TRG Investments Richmond, Virginia	$655M	$0	2	100%	Maintained
193	GGHC Gilder Gagnon Howe & Co New York	$651M	+$20.7M	10	11.19%	Increased
194	Balyasny Asset Management Chicago, Illinois	$650M	-$71.9M	21	3.76%	Reduced
195	Kayne Anderson Rudnick Investment Management Los Angeles, California	$645M	+$36.2M	10	8.06%	Increased
196	M&T Bank Buffalo, New York	$637M	+$203M	18	4.06%	Increased
197	Mirae Asset Global Investments Seoul, South Korea	$631M	+$90.3M	10	13.05%	Increased
198	Federated Hermes Pittsburgh, Pennsylvania	$630M	-$72.3M	34	1.81%	Reduced
199	Victory Capital Management San Antonio, Texas	$627M	+$313M	18	1.76%	Increased
200	Sculptor Capital New York	$623M	-$352M	7	3.56%	Reduced