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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	Luther King Capital Management (LKCM) Fort Worth, Texas	$669M	-$21.5M	9	6.05%	Reduced
202	Commerzbank Aktiengesellschaft Frankfurt, Germany	$667M	-$9.14M	9	11.19%	Reduced
203	CI Investments Inc Toronto, Ontario, Canada	$662M	+$44.9M	6	7.17%	Increased
204	Harding Loevner Bridgewater, New Jersey	$648M	+$77.6M	5	3.97%	Increased
205	First Manhattan New York	$646M	+$29.5M	18	3.77%	Increased
206	PointState Capital New York	$641M	+$310M	3	6.96%	Increased
207	Third Point New York	$634M	+$556M	1	5.62%	New
208	DSM Capital Partners Palm Beach Gardens, Florida	$632M	-$16.4M	3	9.37%	Reduced
209	Pendal Group Sydney, Australia	$622M	+$573M	11	9.01%	New
210	Glenmede Trust Philadelphia, Pennsylvania	$617M	$0	27	2.95%	Maintained
211	KBC Group Brussels, Belgium	$616M	-$61.4M	23	5.95%	Reduced
212	Zurich Cantonal Bank Zurich, Switzerland	$615M	+$7.38M	38	6.05%	Increased
213	Appaloosa LP Short Hills, New Jersey	$610M	+$504M	2	9.05%	Increased
214	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$609M	-$384M	19	1.95%	Reduced
215	Melvin Capital Management New York	$606M	+$217M	6	7.93%	Increased
216	Nomura Asset Management Tokyo, Japan	$600M	+$18.1M	16	8.07%	Increased
217	Select Equity Group New York	$597M	-$127M	5	4.25%	Reduced
218	Axiom Investors Greenwich, Connecticut	$597M	+$137M	6	14.3%	Increased
219	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$594M	-$10.9M	1	20.53%	Reduced
220	Westfield Capital Management Boston, Massachusetts	$592M	-$125M	4	5.04%	Reduced
221	Two Sigma Investments New York	$590M	-$149M	32	2.13%	Reduced
222	KeyBank National Association Cleveland, Ohio	$589M	-$14.8M	12	3.52%	Reduced
223	AIG American International Group New York	$588M	+$11.4M	42	2.1%	Increased
224	GC Greenlight Capital New York	$580M	+$8.5M	2	9.36%	Increased
225	Wasatch Advisors Salt Lake City, Utah	$580M	-$27.7M	13	8.09%	Reduced