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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	First Manhattan New York	$1.33B	+$18.8M	24	6.67%	Increased
177	KBC Group Brussels, Belgium	$1.31B	+$152M	32	8.29%	Increased
178	H&H International Investment Palo Alto, California	$1.3B	+$199M	3	66.36%	Increased
179	Alkeon Capital Management New York	$1.3B	-$297M	7	4.83%	Reduced
180	Mirae Asset Global Investments Seoul, South Korea	$1.29B	-$72.7M	37	7.99%	Reduced
181	BNP Paribas Financial Markets Paris, France	$1.29B	-$956M	70	2.34%	Reduced
182	Lord, Abbett & Co Jersey City, New Jersey	$1.28B	-$69.5M	17	4.27%	Reduced
183	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$1.27B	-$135M	24	3.1%	Reduced
184	Point72 Asset Management Stamford, Connecticut	$1.25B	+$146M	27	6.59%	Increased
185	Two Sigma Investments New York	$1.24B	+$42.7M	52	3.73%	Increased
186	JP Morgan Private Wealth Advisors San Francisco, California	$1.23B	+$89.2M	23	5.59%	Increased
187	Nikko Asset Management Americas New York	$1.23B	-$76.2M	11	19.39%	Reduced
188	Nomura Asset Management Tokyo, Japan	$1.21B	+$14.8M	24	10.88%	Increased
189	CFM Comprehensive Financial Management Los Gatos, California	$1.21B	+$1.21B	2	22.67%	New
190	ACI AMP Capital Investors Sydney, Australia	$1.2B	-$37.9M	27	6.59%	Reduced
191	DSM Capital Partners Palm Beach Gardens, Florida	$1.19B	+$103M	5	15.78%	Increased
192	Envestnet Asset Management Chicago, Illinois	$1.18B	+$81.4M	44	1.25%	Increased
193	Edgewood Management Greenwich, Connecticut	$1.17B	+$898K	2	3.49%	Increased
194	CIBC World Market Toronto, Ontario, Canada	$1.16B	+$16.1M	18	4.73%	Increased
195	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.15B	+$39.7M	27	9.05%	Increased
196	USS Investment Management London, United Kingdom	$1.15B	-$38.9M	9	11.18%	Reduced
197	TCM Tybourne Capital Management Hong Kong	$1.14B	+$131M	5	43.89%	Increased
198	Flossbach Von Storch Cologne, Germany	$1.14B	-$141M	8	7.74%	Reduced
199	Jane Street New York	$1.13B	+$491M	54	1.58%	Increased
200	Whale Rock Capital Management Boston, Massachusetts	$1.13B	-$314M	7	19.14%	Reduced