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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	Gateway Investment Advisers Cincinnati, Ohio	$824M	-$6.95M	10	7.13%	Reduced
177	Harding Loevner Bridgewater, New Jersey	$815M	+$155M	5	4.63%	Increased
178	DSM Capital Partners Palm Beach Gardens, Florida	$795M	+$17.1M	3	11.27%	Increased
179	Glenview Capital Management New York	$786M	+$50.1M	2	4.56%	Increased
180	USS Investment Management London, United Kingdom	$779M	+$822K	3	6.02%	Increased
181	M&T Bank Buffalo, New York	$775M	+$268M	18	4.21%	Increased
182	ProShare Advisors Bethesda, Maryland	$766M	+$71M	17	7.04%	Increased
183	Balyasny Asset Management Chicago, Illinois	$766M	-$331M	34	3%	Reduced
184	MLICM Metropolitan Life Insurance Company (MetLife) New York	$765M	-$10.9M	33	4.79%	Reduced
185	GGHC Gilder Gagnon Howe & Co New York	$759M	+$94.4M	10	10.67%	Increased
186	CCMH Cornerstone Capital Management Holdings New York	$759M	-$35.2M	20	5.96%	Reduced
187	British Columbia Investment Management Victoria, British Columbia, Canada	$751M	+$3.06M	18	5.8%	Increased
188	NN Investment Partners Holdings The Hague, Netherlands	$750M	+$180M	16	4.78%	Increased
189	DekaBank Deutsche Girozentrale Frankfurt, Germany	$742M	+$4.14M	21	5.78%	Increased
190	Calamos Advisors Naperville, Illinois	$734M	+$4.06M	11	5.68%	Increased
191	BNP Paribas Asset Management Paris, France	$730M	-$3.92M	16	6.18%	Reduced
192	Brandywine Global Investment Management Philadelphia, Pennsylvania	$728M	-$107M	11	4.61%	Reduced
193	Pzena Investment Management New York	$724M	+$7.69M	3	3.83%	Increased
194	CI Investments Inc Toronto, Ontario, Canada	$721M	-$35.4M	6	7.04%	Reduced
195	LPU Lansdowne Partners (UK) London, United Kingdom	$714M	-$668M	3	7.43%	Reduced
196	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$711M	+$67.1M	20	2.29%	Increased
197	Axiom Investors Greenwich, Connecticut	$710M	+$31.6M	7	15.94%	Increased
198	First Manhattan New York	$705M	+$5.94M	20	4.04%	Increased
199	1832 Asset Management Toronto, Ontario, Canada	$702M	-$103M	13	2.46%	Reduced
200	Millennium Management New York	$699M	-$278M	46	1.07%	Reduced