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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	Alkeon Capital Management New York	$557M	+$24.5M	6	11.04%	Increased
202	Victory Capital Management San Antonio, Texas	$555M	-$99.4M	7	4.18%	Reduced
203	First Trust Advisors Wheaton, Illinois	$553M	+$31.1M	25	2.17%	Increased
204	British Columbia Investment Management Victoria, British Columbia, Canada	$553M	-$45.2M	9	4.64%	Reduced
205	AIG American International Group New York	$538M	+$10.9M	45	2.37%	Increased
206	FTCM Fir Tree Capital Management New York	$531M	-$807K	3	5.96%	Reduced
207	ACM Atlanta Capital Management Atlanta, Georgia	$528M	-$73M	5	3.79%	Reduced
208	Royce & Associates New York	$527M	+$3.24M	12	1.78%	Increased
209	Korea Investment Corp Seoul, South Korea	$527M	-$29.6M	8	4.3%	Reduced
210	ACI AMP Capital Investors Sydney, Australia	$522M	-$5.39M	12	3.29%	Reduced
211	ING Group Amsterdam, Netherlands	$512M	-$374M	10	2.98%	Reduced
212	AL AJO LP Philadelphia, Pennsylvania	$508M	+$79M	3	2.25%	Increased
213	Aristotle Capital Management Los Angeles, California	$505M	-$21M	4	6.64%	Reduced
214	GA Greenhaven Associates Purchase, New York	$504M	+$42.2M	1	9.68%	Increased
215	HCM Hoplite Capital Management New York	$494M	+$197M	5	12.59%	Increased
216	Federated Hermes Pittsburgh, Pennsylvania	$493M	+$64.8M	25	1.59%	Increased
217	WP Wedgewood Partners St Louis, Missouri	$492M	-$113M	1	7.94%	Reduced
218	John W. Bristol & Co New York	$484M	-$36.5M	4	8.71%	Reduced
219	Sentry Investments Toronto, Ontario, Canada	$484M	+$103M	2	6.09%	Increased
220	CIBC Private Wealth Group Atlanta, Georgia	$484M	-$26.2M	9	3.81%	Reduced
221	OA Omega Advisors New York	$479M	+$467M	5	7.04%	New
222	Nomura Holdings Tokyo, Japan	$469M	+$51.3M	24	1.27%	Increased
223	KeyBank National Association Cleveland, Ohio	$464M	-$22.6M	13	3.18%	Reduced
224	TimesSquare Capital Management New York	$461M	+$121M	6	2.62%	Increased
225	VVP Vulcan Value Partners Birmingham, Alabama	$457M	-$86.4M	2	6.51%	Reduced