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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	Eagle Capital Management (New York) New York	$1.49B	+$29.5M	1	6.8%	Increased
177	Fifth Third Bancorp Cincinnati, Ohio	$1.49B	-$15M	43	7.78%	Reduced
178	Mariner Overland Park, Kansas	$1.48B	+$91.6M	42	5.91%	Increased
179	Calamos Advisors Naperville, Illinois	$1.46B	+$11.4M	10	6.69%	Increased
180	Zurich Cantonal Bank Zurich, Switzerland	$1.46B	+$41.9M	83	8.65%	Increased
181	Lord, Abbett & Co Jersey City, New Jersey	$1.45B	+$252M	19	5.3%	Increased
182	Coatue Management New York	$1.45B	-$128M	17	16.83%	Reduced
183	Man Group London, United Kingdom	$1.45B	+$1.65B	54	6.71%	New
184	William Blair Investment Management Chicago, Illinois	$1.44B	-$120M	13	5.7%	Reduced
185	Panagora Asset Management Boston, Massachusetts	$1.43B	-$65.4M	39	9.91%	Reduced
186	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.42B	-$9.84M	9	8.46%	Reduced
187	Storebrand Asset Management Lysaker, Norway	$1.41B	-$5.52M	33	8.52%	Reduced
188	Rockefeller Capital Management New York	$1.4B	+$171M	85	7.23%	Increased
189	KeyBank National Association Cleveland, Ohio	$1.38B	-$16.6M	17	7.21%	Reduced
190	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.38B	-$376M	13	36.32%	Reduced
191	CI Investments Inc Toronto, Ontario, Canada	$1.37B	-$86.9M	30	7.09%	Reduced
192	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.3B	-$58.9M	32	9.99%	Reduced
193	Teacher Retirement System of Texas Austin, Texas	$1.28B	-$73.4M	50	9.31%	Reduced
194	Vontobel Asset Management New York	$1.28B	-$260M	9	10.1%	Reduced
195	Handelsbanken Fonder Stockholm, Sweden	$1.27B	+$63.7M	45	8.5%	Increased
196	Winslow Capital Management Minneapolis, Minnesota	$1.25B	+$379M	6	7.33%	Increased
197	Natixis Advisors Boston, Massachusetts	$1.23B	+$206M	25	5.22%	Increased
198	Natixis Paris, France	$1.23B	-$652M	24	5.74%	Reduced
199	Davis Selected Advisers Tucson, Arizona	$1.22B	-$148M	4	8.66%	Reduced
200	M&T Bank Buffalo, New York	$1.21B	-$67M	34	5.38%	Reduced