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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	IHG Insight Holdings Group New York	$490M	+$197M	2	32.41%	Increased
202	CIBC Private Wealth Group Atlanta, Georgia	$484M	+$33.7M	9	3.93%	Increased
203	GA Greenhaven Associates Purchase, New York	$483M	+$2.85M	1	9.18%	Increased
204	FTCM Fir Tree Capital Management New York	$482M	+$396M	2	5.22%	Increased
205	KeyBank National Association Cleveland, Ohio	$471M	-$25.5M	14	3.12%	Reduced
206	CI Investments Inc Toronto, Ontario, Canada	$465M	+$141M	2	4.59%	Increased
207	PC Passport Capital San Francisco, California	$461M	-$192M	7	7.81%	Reduced
208	PIM Platinum Investment Management Sydney Australia 2000, Australia	$449M	+$7.65M	8	7.81%	Increased
209	BNP Paribas Asset Management Paris, France	$447M	-$74.8M	10	3.46%	Reduced
210	Zevenbergen Capital Investments Edmonds, Washington	$447M	-$72.5M	7	15.71%	Reduced
211	Federated Hermes Pittsburgh, Pennsylvania	$443M	-$8.76M	25	1.39%	Reduced
212	Los Angeles Capital Management Los Angeles, California	$440M	+$34.7M	12	4.24%	Increased
213	TCM Tybourne Capital Management Hong Kong	$436M	+$84.8M	3	40.32%	Increased
214	JP Jana Partners New York	$433M	-$147M	3	2.68%	Reduced
215	CH Cavalane Holdings Sydney, Australia	$430M	+$331M	1	77.06%	New
216	Eagle Asset Management St Petersburg, Florida	$426M	-$21.6M	8	2.31%	Reduced
217	Select Equity Group New York	$414M	+$18.8M	3	4.22%	Increased
218	TPSF Texas Permanent School Fund Austin, Texas	$412M	-$28.9M	15	4.26%	Reduced
219	Burgundy Asset Management Toronto, Ontario, Canada	$404M	-$72M	4	4.77%	Reduced
220	HCM Herndon Capital Management Atlanta, Georgia	$402M	-$14.1M	3	5.05%	Reduced
221	Nomura Holdings Tokyo, Japan	$401M	-$42.6M	18	0.11%	Reduced
222	Mackenzie Financial Toronto Ontario, Ontario, Canada	$399M	+$172M	9	1.85%	Increased
223	AL AJO LP Philadelphia, Pennsylvania	$398M	-$31.6M	3	1.71%	Reduced
224	SEI Trust Company Oaks, Pennsylvania	$398M	+$13.6M	24	3.84%	Increased
225	Findlay Park Partners London, United Kingdom	$394M	+$60.2M	4	4.09%	Increased