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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	British Columbia Investment Management Victoria, British Columbia, Canada	$580M	-$16.4M	9	4.79%	Reduced
202	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$579M	+$498M	6	8.34%	Increased
203	First Trust Advisors Wheaton, Illinois	$578M	+$5.22M	27	1.95%	Increased
204	GH GAM Holding Zurich, Switzerland	$578M	-$61.2M	21	8.64%	Reduced
205	GA Greenhaven Associates Purchase, New York	$576M	+$6.22M	1	10.37%	Increased
206	AIG American International Group New York	$568M	-$13.1M	47	2.45%	Reduced
207	EC Eminence Capital New York	$566M	-$84.9M	4	8.23%	Reduced
208	Hotchkis & Wiley Capital Management Los Angeles, California	$562M	-$79.7M	2	1.96%	Reduced
209	Stifel Financial St. Louis, Missouri	$560M	+$186M	21	3.11%	Increased
210	ProShare Advisors Bethesda, Maryland	$560M	+$105M	14	6.52%	Increased
211	IVA International Value Advisers	$558M	+$5.12M	3	12.73%	Increased
212	Viking Global Investors Stamford, Connecticut	$554M	-$626M	3	2.54%	Reduced
213	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$551M	-$306M	10	2.18%	Reduced
214	ACI AMP Capital Investors Sydney, Australia	$551M	-$25.8M	14	3.37%	Reduced
215	Raymond James & Associates St Petersburg, Florida	$550M	+$110M	16	2.69%	Increased
216	Glenview Capital Management New York	$547M	+$260M	1	2.74%	Increased
217	CIBC Private Wealth Group Atlanta, Georgia	$543M	+$22.1M	9	4.15%	Increased
218	AL AJO LP Philadelphia, Pennsylvania	$542M	-$18.4M	4	2.29%	Reduced
219	Federated Hermes Pittsburgh, Pennsylvania	$542M	-$6.51M	27	1.67%	Reduced
220	Aristotle Capital Management Los Angeles, California	$540M	-$1.18M	4	6.91%	Reduced
221	Brandywine Global Investment Management Philadelphia, Pennsylvania	$532M	+$54.1M	7	3.56%	Increased
222	Acadian Asset Management Boston, Massachusetts	$529M	+$110M	20	2.36%	Increased
223	Millennium Management New York	$528M	+$84M	43	1.12%	Increased
224	Baupost Group Boston, Massachusetts	$523M	+$174M	1	10.27%	Increased
225	Mackenzie Financial Toronto Ontario, Ontario, Canada	$501M	+$37.8M	12	2.56%	Increased