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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	CCMH Cornerstone Capital Management Holdings New York	$614M	+$123M	23	4.55%	Increased
202	Thornburg Investment Management Santa Fe, New Mexico	$598M	+$62.8M	9	4.56%	Increased
203	Luther King Capital Management (LKCM) Fort Worth, Texas	$590M	-$40.6M	10	5.76%	Reduced
204	Alkeon Capital Management New York	$582M	+$140M	7	10.94%	Increased
205	AL AJO LP Philadelphia, Pennsylvania	$578M	+$27.4M	10	2.47%	Increased
206	CCI Columbus Circle Investors	$563M	+$48.5M	6	6.08%	Increased
207	NN Investment Partners Holdings The Hague, Netherlands	$562M	-$2.58M	14	5.29%	Reduced
208	Fiduciary Management Inc Milwaukee, Wisconsin	$560M	-$37.2M	1	3.52%	Reduced
209	BNP Paribas Asset Management Paris, France	$558M	-$19M	18	4.76%	Reduced
210	Third Point New York	$558M	+$506M	2	4.85%	New
211	1832 Asset Management Toronto, Ontario, Canada	$556M	+$120M	12	2.09%	Increased
212	First Eagle Investment Management New York	$554M	-$108M	8	1.4%	Reduced
213	USS Investment Management London, United Kingdom	$553M	+$73.5M	5	8.51%	Increased
214	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$549M	+$480M	23	1.82%	Increased
215	Zurich Cantonal Bank Zurich, Switzerland	$548M	+$100M	39	5.71%	Increased
216	Glenmede Trust Philadelphia, Pennsylvania	$530M	-$29.5M	31	2.99%	Reduced
217	Los Angeles Capital Management Los Angeles, California	$529M	-$3.96M	16	4.41%	Reduced
218	SCM Suvretta Capital Management New York	$526M	+$161M	2	16.88%	Increased
219	First Manhattan New York	$526M	+$13.9M	16	3.21%	Increased
220	I.G. Investment Management Winnipeg, Manitoba, Canada	$522M	-$65.8M	17	2.02%	Reduced
221	Sarasin & Partners London, United Kingdom	$522M	-$3.49M	5	8.19%	Reduced
222	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$519M	-$19.5M	14	5.62%	Reduced
223	Capital Guardian Trust Los Angeles, California	$518M	+$86.6M	19	3.91%	Increased
224	KeyBank National Association Cleveland, Ohio	$517M	+$10.4M	13	3.25%	Increased
225	CI Investments Inc Toronto, Ontario, Canada	$516M	+$256M	7	5.63%	Increased