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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	AIG American International Group New York	$473M	-$26.1M	40	2.28%	Reduced
202	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$467M	+$361M	1	0.68%	Increased
203	Findlay Park Partners London, United Kingdom	$467M	-$2.72M	4	5.16%	Reduced
204	Sanders Capital West Palm Beach, Florida	$457M	+$17.4M	2	5.45%	Increased
205	Comerica Bank Dallas, Texas	$455M	-$73.1M	23	3.52%	Reduced
206	TPSF Texas Permanent School Fund Austin, Texas	$451M	-$35.2M	15	4.46%	Reduced
207	Zevenbergen Capital Investments Edmonds, Washington	$450M	-$23.8M	8	15.52%	Reduced
208	GA Greenhaven Associates Purchase, New York	$449M	+$29M	1	9.41%	Increased
209	AWM Ashmore Wealth Management Wilmington, Delaware	$449M	$0	1	8.77%	Maintained
210	Burgundy Asset Management Toronto, Ontario, Canada	$446M	+$64.2M	4	5.56%	Increased
211	SEI Trust Company Oaks, Pennsylvania	$445M	-$15.7M	20	4.22%	Reduced
212	Aristotle Capital Management Los Angeles, California	$443M	+$25.7M	4	7.05%	Increased
213	YI YM Investment Central, Hong Kong	$443M	+$368M	1	77.78%	New
214	Davis Selected Advisers Tucson, Arizona	$439M	-$6.91M	8	1.07%	Reduced
215	HMP HS Management Partners New York	$437M	+$43.9M	3	21.2%	Increased
216	VVP Vulcan Value Partners Birmingham, Alabama	$429M	+$212M	2	9%	Increased
217	Acadian Asset Management Boston, Massachusetts	$428M	+$267M	19	2.38%	Increased
218	Federated Hermes Pittsburgh, Pennsylvania	$428M	+$42.5M	21	1.48%	Increased
219	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$427M	-$9.71M	9	8.15%	Reduced
220	Brandywine Global Investment Management Philadelphia, Pennsylvania	$423M	+$94.1M	7	3.88%	Increased
221	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$423M	-$37.9M	15	2.9%	Reduced
222	Sculptor Capital New York	$412M	+$126M	8	1.06%	Increased
223	Sustainable Growth Advisers Stamford, Connecticut	$411M	-$24.5M	3	8.9%	Reduced
224	HCM Highfields Capital Management Boston, Massachusetts	$408M	-$94M	3	3.32%	Reduced
225	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$407M	-$268M	7	3.34%	Reduced