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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	$895M	-$34.8M	10	7.6%	Reduced
177	British Columbia Investment Management Victoria, British Columbia, Canada	$890M	+$48.7M	18	6.27%	Increased
178	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$881M	+$77.4M	18	2.61%	Increased
179	USS Investment Management London, United Kingdom	$880M	+$44.4M	5	10.25%	Increased
180	Pzena Investment Management New York	$868M	-$31.6M	3	4.26%	Reduced
181	Two Sigma Advisers New York	$862M	-$52.1M	39	2.32%	Reduced
182	Melvin Capital Management New York	$852M	-$71.4M	7	8.08%	Reduced
183	Brandywine Global Investment Management Philadelphia, Pennsylvania	$844M	+$12.7M	12	5.04%	Increased
184	Robeco Institutional Asset Management Rotterdam, Netherlands	$841M	+$59.6M	15	4.36%	Increased
185	CCMH Cornerstone Capital Management Holdings New York	$837M	-$35.5M	20	5.86%	Reduced
186	GGHC Gilder Gagnon Howe & Co New York	$832M	-$54.5M	14	11.18%	Reduced
187	Whale Rock Capital Management Boston, Massachusetts	$824M	+$239M	6	38.17%	Increased
188	TI TRG Investments Richmond, Virginia	$822M	+$812M	2	100%	New
189	Greenwoods Asset Management Grand Cayman, Cayman Islands	$811M	+$182M	5	67.79%	Increased
190	First Manhattan New York	$811M	+$59.8M	21	4.44%	Increased
191	Luther King Capital Management (LKCM) Fort Worth, Texas	$798M	-$14.3M	9	6.52%	Reduced
192	Hermes Investment Management London Uk, United Kingdom	$789M	-$190M	5	11.3%	Reduced
193	Calamos Advisors Naperville, Illinois	$782M	-$47.5M	10	3.98%	Reduced
194	KBC Group Brussels, Belgium	$775M	+$27.6M	22	6.62%	Increased
195	Nomura Asset Management Tokyo, Japan	$768M	+$80.4M	16	8.89%	Increased
196	Zurich Cantonal Bank Zurich, Switzerland	$768M	+$25.3M	39	6.83%	Increased
197	DSM Capital Partners Palm Beach Gardens, Florida	$760M	-$41.6M	4	10.58%	Reduced
198	Nomura Holdings Tokyo, Japan	$757M	+$444M	21	1.35%	Increased
199	M&T Bank Buffalo, New York	$748M	-$71.9M	20	3.92%	Reduced
200	BNP Paribas Asset Management Paris, France	$747M	-$26M	14	6.37%	Reduced