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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	Discovery Capital Management South Norwalk, Connecticut	$518M	-$445M	4	11.89%	Reduced
202	I.G. Investment Management Winnipeg, Manitoba, Canada	$508M	+$150M	16	2.01%	Increased
203	TCM Tybourne Capital Management Hong Kong	$506M	-$51.3M	3	26.25%	Reduced
204	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$500M	+$72.7M	15	5.6%	Increased
205	Generation Investment Management London, United Kingdom	$496M	+$139M	3	5.74%	Increased
206	ProShare Advisors Bethesda, Maryland	$490M	-$1.53M	16	6.31%	Reduced
207	Kayne Anderson Rudnick Investment Management Los Angeles, California	$490M	-$38.5M	10	7.39%	Reduced
208	NN Investment Partners Holdings The Hague, Netherlands	$489M	-$90M	14	4.62%	Reduced
209	SCM Steadfast Capital Management New York	$487M	-$119M	4	12.36%	Reduced
210	BNP Paribas Asset Management Paris, France	$484M	+$24M	17	4.09%	Increased
211	Glenmede Trust Philadelphia, Pennsylvania	$484M	+$93.7M	26	2.93%	Increased
212	WP Wedgewood Partners St Louis, Missouri	$472M	-$3.89M	1	9.56%	Reduced
213	Sarasin & Partners London, United Kingdom	$462M	-$4.99M	5	7.67%	Reduced
214	Thornburg Investment Management Santa Fe, New Mexico	$459M	+$105M	7	3.56%	Increased
215	Los Angeles Capital Management Los Angeles, California	$453M	-$74.2M	15	3.84%	Reduced
216	Select Equity Group New York	$452M	-$60.1M	3	3.97%	Reduced
217	Two Sigma Advisers New York	$450M	+$96.8M	29	2.29%	Increased
218	HH HSG Holding Na, Hong Kong	$445M	+$124M	3	52.98%	Increased
219	KeyBank National Association Cleveland, Ohio	$444M	-$5.23M	13	2.89%	Reduced
220	First Manhattan New York	$442M	+$114M	18	2.72%	Increased
221	IVA International Value Advisers	$441M	-$8.44M	3	13.07%	Reduced
222	Nuveen Charlotte, North Carolina	$441M	-$9.34M	12	2.7%	Reduced
223	Wasatch Advisors Salt Lake City, Utah	$438M	+$17.1M	14	6.71%	Increased
224	CCI Columbus Circle Investors	$437M	-$188M	5	4.38%	Reduced
225	AL AJO LP Philadelphia, Pennsylvania	$435M	-$59.2M	10	1.94%	Reduced