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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	SHIM Spruce House Investment Management New York	$1.11B	$0	3	41.8%	Maintained
177	Baird Financial Group Milwaukee, Wisconsin	$1.11B	+$372M	17	4.32%	Increased
178	Longview Partners St Peter Port, Guernsey	$1.1B	+$198M	1	5.35%	Increased
179	Lord, Abbett & Co Jersey City, New Jersey	$1.09B	+$46.6M	18	3.53%	Increased
180	Commonwealth Equity Services Waltham, Massachusetts	$1.07B	+$8.38M	25	4.71%	Increased
181	Nikko Asset Management Americas New York	$1.06B	-$32.3M	10	20.75%	Reduced
182	Boston Partners Boston, Massachusetts	$1.06B	-$404M	12	1.39%	Reduced
183	Assenagon Asset Management Senningerberg, Luxembourg	$1.05B	+$996M	19	7.9%	Increased
184	LPL Financial San Diego, California	$1.05B	+$49.6M	37	2.23%	Increased
185	ACI AMP Capital Investors Sydney, Australia	$1.03B	-$14M	27	5.69%	Reduced
186	Teacher Retirement System of Texas Austin, Texas	$1.03B	+$124M	20	8.54%	Increased
187	JSP Jackson Square Partners Larkspur, California	$1.02B	+$142M	8	5.28%	Increased
188	DSM Capital Partners Palm Beach Gardens, Florida	$981M	+$136M	5	14.3%	Increased
189	Nomura Asset Management Tokyo, Japan	$975M	-$20.3M	24	9.63%	Reduced
190	Greenwoods Asset Management Grand Cayman, Cayman Islands	$975M	-$156M	6	64.51%	Reduced
191	Cresset Asset Management Chicago, Illinois	$973M	-$1.75M	8	30.27%	Reduced
192	USS Investment Management London, United Kingdom	$957M	+$85.8M	6	9.85%	Increased
193	BNP Paribas Asset Management Paris, France	$956M	+$42.1M	16	7.81%	Increased
194	Baupost Group Boston, Massachusetts	$954M	-$193M	1	8.63%	Reduced
195	VVP Vulcan Value Partners Birmingham, Alabama	$948M	-$63.2M	2	8.42%	Reduced
196	Gateway Investment Advisers Cincinnati, Ohio	$943M	-$59.1M	12	8.53%	Reduced
197	TCM Tybourne Capital Management Hong Kong	$932M	+$572M	4	33.11%	Increased
198	First Manhattan New York	$931M	+$26.9M	22	5.17%	Increased
199	Man Group London, United Kingdom	$928M	+$249M	38	3.36%	Increased
200	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$925M	-$216M	19	6.51%	Reduced