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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	Bank of Nova Scotia Toronto, Ontario, Canada	$768M	+$96.8M	13	3.59%	Increased
177	Nikko Asset Management Americas New York	$767M	+$45.4M	9	26.5%	Increased
178	Greenwoods Asset Management Grand Cayman, Cayman Islands	$762M	+$190M	7	71.95%	Increased
179	SHIM Spruce House Investment Management New York	$762M	+$26.5M	3	35.07%	Increased
180	Lord, Abbett & Co Jersey City, New Jersey	$758M	-$173M	11	2.77%	Reduced
181	Jupiter Investment Management London, United Kingdom	$753M	-$237M	10	6.67%	Reduced
182	Two Sigma Advisers New York	$746M	-$682M	42	2.04%	Reduced
183	LPL Financial San Diego, California	$746M	+$46.3M	27	1.98%	Increased
184	Whale Rock Capital Management Boston, Massachusetts	$741M	+$103M	6	23.6%	Increased
185	Select Equity Group New York	$736M	+$154M	3	5.56%	Increased
186	Teacher Retirement System of Texas Austin, Texas	$728M	-$109M	17	6.8%	Reduced
187	Calamos Advisors Naperville, Illinois	$726M	+$35.2M	8	4.79%	Increased
188	JP Morgan Private Wealth Advisors San Francisco, California	$725M	+$28.6M	23	4.41%	Increased
189	BNP Paribas Asset Management Paris, France	$720M	+$42.5M	18	6.63%	Increased
190	Polar Capital London, United Kingdom	$715M	-$18.2M	6	7.64%	Reduced
191	Zurich Cantonal Bank Zurich, Switzerland	$710M	+$19.6M	44	7.14%	Increased
192	Luther King Capital Management (LKCM) Fort Worth, Texas	$703M	-$17.5M	7	6.25%	Reduced
193	M&T Bank Buffalo, New York	$701M	+$207M	19	4.02%	Increased
194	Nomura Asset Management Tokyo, Japan	$700M	-$111M	21	7.82%	Reduced
195	AIG American International Group New York	$698M	+$31.6M	50	2.87%	Increased
196	NN Investment Partners Holdings The Hague, Netherlands	$692M	-$80M	16	5.86%	Reduced
197	Sustainable Growth Advisers Stamford, Connecticut	$691M	+$226M	5	8.94%	Increased
198	First Manhattan New York	$687M	-$96.3M	24	4.28%	Reduced
199	Brown Brothers Harriman & Co New York	$687M	+$190M	18	5.19%	Increased
200	British Columbia Investment Management Victoria, British Columbia, Canada	$685M	+$106M	23	6.11%	Increased