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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	Select Equity Group New York	$541M	+$198M	3	5.18%	Increased
202	CIBC World Markets New York	$531M	+$302M	8	10.83%	Increased
203	Los Angeles Capital Management Los Angeles, California	$524M	+$113M	12	4.79%	Increased
204	HH HSG Holding Na, Hong Kong	$520M	-$109M	2	51.32%	Reduced
205	M&T Bank Buffalo, New York	$514M	-$76.1M	16	3.41%	Reduced
206	Longview Partners St Peter Port, Guernsey	$512M	+$520M	1	3.49%	New
207	GH GAM Holding Zurich, Switzerland	$511M	+$82.5M	21	7.96%	Increased
208	WP Wedgewood Partners St Louis, Missouri	$509M	-$25.4M	1	8.74%	Reduced
209	Mackenzie Financial Toronto Ontario, Ontario, Canada	$506M	+$43.4M	13	3.14%	Increased
210	Robeco Institutional Asset Management Rotterdam, Netherlands	$500M	-$46.6M	9	4.28%	Reduced
211	PGP Prescott General Partners Boca Raton, Florida	$493M	+$34.4M	4	33.4%	Increased
212	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$493M	-$62.1M	13	3%	Reduced
213	British Columbia Investment Management Victoria, British Columbia, Canada	$492M	+$6.38M	10	4.73%	Increased
214	Fiduciary Management Inc Milwaukee, Wisconsin	$485M	-$15.4M	1	2.76%	Reduced
215	Nuveen Charlotte, North Carolina	$478M	-$14.1M	13	2.46%	Reduced
216	Aperio Group Sausalito, California	$473M	+$29.8M	28	4.34%	Increased
217	Wasatch Advisors Salt Lake City, Utah	$472M	-$64.3M	18	6.51%	Reduced
218	BNP Paribas Asset Management Paris, France	$471M	-$16M	15	4%	Reduced
219	Kayne Anderson Rudnick Investment Management Los Angeles, California	$469M	-$8.82M	10	7.74%	Reduced
220	Royal London Asset Management United Kingdom	$467M	-$9.89M	7	7.21%	Reduced
221	First Eagle Investment Management New York	$463M	+$107M	8	1.16%	Increased
222	CCMH Cornerstone Capital Management Holdings New York	$463M	-$43K	22	3.8%	Reduced
223	KeyBank National Association Cleveland, Ohio	$462M	+$1.09M	13	3.11%	Increased
224	NEAM New England Asset Management Farmington, Connecticut	$455M	-$1.42M	4	11.38%	Reduced
225	Ninety One (UK) London, United Kingdom	$454M	+$35.1M	4	2.59%	Increased