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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	BNP Paribas Asset Management Paris, France	$2.5B	-$23.2M	23	8.91%	Reduced
177	STRS Ohio Columbus, Ohio	$2.47B	-$77.4M	41	8.87%	Reduced
178	CIBC World Market Toronto, Ontario, Canada	$2.46B	-$157M	27	6.86%	Reduced
179	Royal London Asset Management United Kingdom	$2.45B	-$311M	25	10.01%	Reduced
180	Asset Management One Tokyo, Japan	$2.43B	-$150M	40	9.06%	Reduced
181	HighTower Advisors Chicago, Illinois	$2.42B	+$56.3M	48	7%	Increased
182	Osaic Holdings Scottsdale, Arizona	$2.4B	+$31.9M	117	5.2%	Increased
183	First Manhattan New York	$2.4B	+$122M	44	8.76%	Increased
184	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.4B	+$111M	17	5.9%	Increased
185	Acadian Asset Management Boston, Massachusetts	$2.4B	-$657M	58	9.02%	Reduced
186	Harding Loevner Bridgewater, New Jersey	$2.39B	-$355M	9	9%	Reduced
187	HA HHLR Advisors Grand Cayman, Cayman Islands	$2.38B	-$193M	14	24.46%	Reduced
188	Two Sigma Advisers New York	$2.34B	-$597M	66	6.18%	Reduced
189	Altimeter Capital Management Boston, Massachusetts	$2.32B	-$235M	8	18.16%	Reduced
190	Eagle Capital Management (New York) New York	$2.3B	+$513M	3	6.57%	Increased
191	Retirement Systems of Alabama Montgomery, Alabama	$2.26B	-$89.1M	15	8.15%	Reduced
192	Melvin Capital Management New York	$2.25B	+$978M	7	12.92%	Increased
193	Independent Franchise Partners London, United Kingdom	$2.23B	+$77.8M	5	16.62%	Increased
194	Edgewood Management Greenwich, Connecticut	$2.23B	-$17.7M	2	3.77%	Reduced
195	William Blair Investment Management Chicago, Illinois	$2.22B	+$4.26M	18	6.97%	Increased
196	Man Group London, United Kingdom	$2.19B	-$10.4M	54	7.7%	Reduced
197	Aviva London, United Kingdom	$2.18B	-$93.2M	33	9.54%	Reduced
198	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$2.14B	+$371M	2	9.86%	Increased
199	Sanders Capital West Palm Beach, Florida	$2.14B	-$609M	2	4.84%	Reduced
200	GGHC Gilder Gagnon Howe & Co New York	$2.11B	-$31.6M	26	10.36%	Reduced