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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	Robeco Institutional Asset Management Rotterdam, Netherlands	$922M	+$29.3M	14	4.33%	Increased
177	British Columbia Investment Management Victoria, British Columbia, Canada	$913M	-$24.1M	18	6.96%	Reduced
178	Gateway Investment Advisers Cincinnati, Ohio	$900M	-$38M	12	7.98%	Reduced
179	LSV Asset Management Chicago, Illinois	$895M	-$32.2M	8	1.42%	Reduced
180	DekaBank Deutsche Girozentrale Frankfurt, Germany	$889M	+$15.4M	25	6.08%	Increased
181	Nomura Asset Management Tokyo, Japan	$884M	+$69M	18	9.66%	Increased
182	First Manhattan New York	$863M	+$55.6M	21	4.91%	Increased
183	Two Sigma Advisers New York	$862M	-$17.9M	42	2.34%	Reduced
184	NC Northern Cross Boston, Massachusetts	$845M	-$267M	1	13.88%	Reduced
185	DSM Capital Partners Palm Beach Gardens, Florida	$839M	+$29.8M	6	11.58%	Increased
186	1832 Asset Management Toronto, Ontario, Canada	$823M	-$177M	12	3.03%	Reduced
187	UFM Ursa Fund Management Danville, California	$822M	+$213M	2	37.57%	Increased
188	Epoch Investment Partners New York	$821M	-$512M	7	2.91%	Reduced
189	MSL Mackay Shields LLC New York	$815M	+$828M	23	5.08%	New
190	Point72 Asset Management Stamford, Connecticut	$814M	+$60.2M	20	3.4%	Increased
191	Westfield Capital Management Boston, Massachusetts	$812M	+$41.2M	5	6.26%	Increased
192	Luther King Capital Management (LKCM) Fort Worth, Texas	$800M	-$71M	9	6.69%	Reduced
193	Zurich Cantonal Bank Zurich, Switzerland	$793M	-$19.4M	39	7.2%	Reduced
194	State of Michigan Retirement System Lansing, Michigan	$780M	+$33.9M	13	6.28%	Increased
195	London Company of Virginia Richmond, Virginia	$779M	+$514M	4	6.25%	Increased
196	TI TRG Investments Richmond, Virginia	$774M	-$67.1M	2	100%	Reduced
197	Nomura Holdings Tokyo, Japan	$771M	-$37M	23	1.33%	Reduced
198	Third Point New York	$770M	-$340M	2	5.78%	Reduced
199	USS Investment Management London, United Kingdom	$767M	-$168M	5	8.51%	Reduced
200	BNP Paribas Asset Management Paris, France	$767M	-$27.4M	18	6.46%	Reduced