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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	Baupost Group Boston, Massachusetts	$561M	$0	1	9.35%	Maintained
202	TimesSquare Capital Management New York	$548M	-$40.4M	6	2.99%	Reduced
203	EC Eminence Capital New York	$548M	+$54.9M	4	7.8%	Increased
204	WP Wedgewood Partners St Louis, Missouri	$548M	+$2.24M	1	7.33%	Increased
205	PGGM Investments Zeist, Netherlands	$547M	-$163M	3	2.84%	Reduced
206	SCM Steadfast Capital Management New York	$545M	+$32.5M	3	8.06%	Increased
207	Brandywine Global Investment Management Philadelphia, Pennsylvania	$544M	+$19.2M	6	3.4%	Increased
208	PIM Platinum Investment Management Sydney Australia 2000, Australia	$540M	+$99.7M	10	10.89%	Increased
209	Harding Loevner Bridgewater, New Jersey	$538M	+$15.2M	2	3.77%	Increased
210	GH GAM Holding Zurich, Switzerland	$537M	-$27.6M	25	7.78%	Reduced
211	British Columbia Investment Management Victoria, British Columbia, Canada	$535M	-$48.1M	9	5.08%	Reduced
212	IVA International Value Advisers	$530M	+$9.79M	3	13.71%	Increased
213	M&T Bank Buffalo, New York	$530M	-$152M	22	3.19%	Reduced
214	KM Kylin Management New York	$529M	-$102M	3	57.48%	Reduced
215	NEAM New England Asset Management Farmington, Connecticut	$529M	+$614K	4	13.07%	Increased
216	UBS O'Connor Chicago, Illinois	$527M	+$144M	10	4.34%	Increased
217	Yacktman Asset Management Austin, Texas	$519M	-$268M	2	2.77%	Reduced
218	AL AJO LP Philadelphia, Pennsylvania	$516M	+$379K	8	2.2%	Increased
219	Glenmede Trust Philadelphia, Pennsylvania	$514M	+$32.4M	26	3.71%	Increased
220	HMP HS Management Partners New York	$513M	-$102M	4	19.65%	Reduced
221	Zevenbergen Capital Investments Edmonds, Washington	$507M	+$35.4M	9	19.74%	Increased
222	Korea Investment Corp Seoul, South Korea	$507M	-$77.7M	9	4.32%	Reduced
223	CCM Cornerstone Capital Management Edina, Minnesota	$506M	+$136M	5	16.59%	Increased
224	Balyasny Asset Management Chicago, Illinois	$505M	+$131M	18	3.1%	Increased
225	Acadian Asset Management Boston, Massachusetts	$502M	+$15M	23	2.44%	Increased