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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	Funds holding	Growth	Growth %	Fund value
26	26 Zillow Z $7.07B	201	-7	-3%	$4.43B
27	27 News Corp Class B NWS $17.8B	193	+10	+5%	$771M
28	28 Autohome ATHM $2.35B	186	+40	+27%	$2.82B
29	29 PetMed Express PETS $26.4M	179	+4	+2%	$683M
30	30 RB Global RBA $16.1B	176	-5	-3%	$3.59B
31	31 Groupon GRPN $749M	172	-3	-2%	$1.77B
32	32 Criteo S.A. CRTO $772M	166	-11	-6%	$2.23B
33	33 Etsy ETSY $8.19B	159	+20	+14%	$1.54B
34	34 DELISTED TrueCar TRUE	145	+4	+3%	$1.3B
35	35 Zillow ZG $7.29B	143	-10	-7%	$1.94B
36	36 DHI Group DHX $217M	129	-10	-7%	$106M
37	37 Shutterstock SSTK $170M	129	-6	-4%	$691M
38	38 Cimpress CMPR $1.87B	127	-3	-2%	$3.11B
39	39 Baozun BZUN $213M	115	+23	+25%	$686M
40	40 eHealth EHTH $19.4M	114	+6	+6%	$400M
41	41 Liquidity Services LQDT $1.38B	112	-8	-7%	$125M
42	42 QuinStreet QNST $932M	104	+7	+7%	$214M
43	43 ZTO Express ZTO $15B	103	+8	+8%	$1.76B
44	44 Neighborhood Intelligence Inc NXH $188M	100	+17	+20%	$355M
45	45 Lands' End LE $304M	98	+7	+8%	$204M
46	46 1-800-Flowers.com FLWS $184M	96	0	0%	$214M
47	ECOM 47 DELISTED CHANNELADVISOR CORPORATION ECOM	93	-2	-2%	$250M
48	48 Duluth Holdings DLTH $152M	89	-3	-3%	$224M
49	SFUN 49 DELISTED Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares) SFUN	89	+4	+5%	$814M
50	50 Global Industrial GIC $1.68B	87	+22	+34%	$263M