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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	Flossbach Von Storch Cologne, Germany	$919M	+$398M	6	7.88%	Increased
202	Zevenbergen Capital Investments Edmonds, Washington	$919M	+$11.7M	14	30.09%	Increased
203	Acadian Asset Management Boston, Massachusetts	$916M	-$155M	35	4.4%	Reduced
204	Calamos Advisors Naperville, Illinois	$909M	+$44.6M	13	5.05%	Increased
205	Sustainable Growth Advisers Stamford, Connecticut	$901M	+$25.4M	5	9.26%	Increased
206	Sculptor Capital New York	$901M	+$502M	12	4.75%	Increased
207	Orbis Allan Gray Hamilton, Bermuda	$898M	+$68.1M	2	6.46%	Increased
208	Zurich Cantonal Bank Zurich, Switzerland	$893M	+$19.4M	54	7.58%	Increased
209	JP Morgan Private Wealth Advisors San Francisco, California	$880M	-$69.4M	21	4.82%	Reduced
210	Luther King Capital Management (LKCM) Fort Worth, Texas	$874M	+$3.65M	8	6.38%	Increased
211	Jupiter Investment Management London, United Kingdom	$862M	-$52.4M	12	8.8%	Reduced
212	Polar Capital London, United Kingdom	$855M	+$49.8M	8	7.5%	Increased
213	H&H International Investment Palo Alto, California	$852M	+$128M	3	58.64%	Increased
214	Fifth Third Bancorp Cincinnati, Ohio	$850M	+$8.71M	33	5.2%	Increased
215	Envestnet Asset Management Chicago, Illinois	$849M	+$40.7M	43	1.07%	Increased
216	Westfield Capital Management Boston, Massachusetts	$842M	+$4.62M	6	6.34%	Increased
217	Banque Pictet & Cie Geneva 73, Switzerland	$840M	+$105M	8	15.46%	Increased
218	KBC Group Brussels, Belgium	$837M	+$18.8M	28	6.48%	Increased
219	HighTower Advisors Chicago, Illinois	$834M	+$30.7M	30	4.97%	Increased
220	KeyBank National Association Cleveland, Ohio	$831M	+$5.19M	18	4.84%	Increased
221	Marshall Wace North America New York	$831M	+$248M	30	5.16%	Increased
222	Jane Street New York	$829M	-$3.8B	61	1.47%	Reduced
223	Bank of Nova Scotia Toronto, Ontario, Canada	$826M	-$9.46M	14	3.46%	Reduced
224	1832 Asset Management Toronto, Ontario, Canada	$825M	-$117M	13	2.67%	Reduced
225	AIG American International Group New York	$822M	-$34.7M	60	3.21%	Reduced