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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	Vontobel Asset Management New York	$1.47B	+$118M	9	10.75%	Increased
177	Fifth Third Bancorp Cincinnati, Ohio	$1.47B	-$27.4M	45	7.1%	Reduced
178	Davis Selected Advisers Tucson, Arizona	$1.47B	-$150M	4	9.41%	Reduced
179	Panagora Asset Management Boston, Massachusetts	$1.47B	-$7.02M	37	9.61%	Reduced
180	William Blair Investment Management Chicago, Illinois	$1.46B	+$26M	16	5.42%	Increased
181	Nomura Asset Management Tokyo, Japan	$1.46B	+$85.7M	35	9.08%	Increased
182	Maverick Capital Dallas, Texas	$1.45B	+$45.1M	14	35.91%	Increased
183	Viking Global Investors Stamford, Connecticut	$1.45B	-$267M	4	6.63%	Reduced
184	Calamos Advisors Naperville, Illinois	$1.41B	-$3.91M	8	6.08%	Reduced
185	Two Sigma Advisers New York	$1.41B	-$114M	69	3.99%	Reduced
186	Krane Funds Advisors New York	$1.4B	+$187M	16	50.02%	Increased
187	CI Investments Inc Toronto, Ontario, Canada	$1.4B	+$137M	34	6.53%	Increased
188	Zurich Cantonal Bank Zurich, Switzerland	$1.4B	-$26.5M	83	8.19%	Reduced
189	Storebrand Asset Management Lysaker, Norway	$1.39B	-$248M	34	7.9%	Reduced
190	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.39B	-$79.9M	9	7.8%	Reduced
191	KBC Group Brussels, Belgium	$1.39B	-$219M	40	6.95%	Reduced
192	Eagle Capital Management (New York) New York	$1.38B	-$17.8M	1	5.99%	Reduced
193	Aspex Management (HK) Central, Hong Kong	$1.38B	+$615M	6	34.5%	Increased
194	Mariner Overland Park, Kansas	$1.37B	+$169M	19	5.64%	Increased
195	KeyBank National Association Cleveland, Ohio	$1.36B	+$2.96M	17	6.66%	Increased
196	Man Group London, United Kingdom	$1.34B	-$1.43B	0	–	Closed
197	GAMH Greenwoods Asset Management (HK) Hong Kong	$1.33B	+$39.1M	12	59.15%	Increased
198	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.33B	-$151M	36	9.75%	Reduced
199	Teacher Retirement System of Texas Austin, Texas	$1.32B	-$233M	47	8.87%	Reduced
200	Handelsbanken Fonder Stockholm, Sweden	$1.29B	-$190M	48	8.35%	Reduced