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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
201	Kornitzer Capital Management Shawnee Mission, Kansas	$348M	+$333M	11	4.56%	New
202	Aviva London, United Kingdom	$346M	+$367M	7	3.49%	New
203	Boston Partners Boston, Massachusetts	$345M	+$350M	12	0.95%	New
204	Robeco Institutional Asset Management Rotterdam, Netherlands	$344M	+$360M	10	3.48%	New
205	Findlay Park Partners London, United Kingdom	$340M	+$335M	3	4.34%	New
206	Davis Selected Advisers Tucson, Arizona	$339M	+$325M	6	0.86%	New
207	IHG Insight Holdings Group New York	$332M	+$273M	1	100%	New
208	AWM Ashmore Wealth Management Wilmington, Delaware	$317M	+$345M	1	7.49%	New
209	Hotchkis & Wiley Capital Management Los Angeles, California	$316M	+$327M	1	1.58%	New
210	CA Cullinan Associates Louisville, Kentucky	$315M	+$323M	3	42.57%	New
211	WP Wedgewood Partners St Louis, Missouri	$315M	+$342M	1	9.09%	New
212	Zevenbergen Capital Investments Edmonds, Washington	$314M	+$310M	5	12.68%	New
213	Comerica Bank Dallas, Texas	$311M	+$326M	15	2.53%	New
214	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$310M	+$322M	14	2.93%	New
215	Factory Mutual Insurance Waltham, Massachusetts	$310M	+$325M	3	5.08%	New
216	CCMH Cornerstone Capital Management Holdings New York	$308M	+$321M	15	3.81%	New
217	Letko, Brosseau & Associates Montreal, Quebec, Canada	$308M	+$312M	2	2.88%	New
218	Capital Guardian Trust Los Angeles, California	$305M	+$326M	9	2.12%	New
219	HMP HS Management Partners New York	$305M	+$318M	3	18.33%	New
220	Federated Hermes Pittsburgh, Pennsylvania	$302M	+$298M	20	1.2%	New
221	PGP Prescott General Partners Boca Raton, Florida	$300M	+$281M	3	22.89%	New
222	Nisa Investment Advisors St. Louis, Missouri	$296M	+$309M	12	4.58%	New
223	Arizona State Retirement System Phoenix, Arizona	$293M	+$307M	14	4%	New
224	Caledonia Investments (Australia) Sydney NSW, Australia	$291M	+$286M	1	46.62%	New
225	Parallax Volatility Advisers San Francisco, California	$284M	+$306M	14	1.33%	New