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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
251	HCM Holland Capital Management Chicago, Illinois	$243M	+$245M	2	6.13%	New
252	TI Turner Investments Berwyn, Pennsylvania	$242M	+$251M	9	3.26%	New
253	RS Investment Management San Francisco, California	$241M	+$234M	9	1.75%	New
254	MCM Manchester Capital Management Manchester, Vermont	$240M	+$239M	7	44.63%	New
255	Select Equity Group New York	$239M	+$231M	1	3.37%	New
256	Fjarde Ap-fonden Stockholm, Sweden	$238M	+$249M	7	4.95%	New
257	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$233M	+$230M	4	1.76%	New
258	HCM Herndon Capital Management Atlanta, Georgia	$233M	+$240M	3	3.47%	New
259	GA Geneva Advisors Chicago, Illinois	$232M	+$229M	9	5.39%	New
260	MG Meritage Group San Francisco, California	$231M	+$221M	1	6.72%	New
261	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$228M	+$239M	7	5.04%	New
262	EC Eminence Capital New York	$227M	+$240M	2	5.57%	New
263	CWM Concert Wealth Management San Jose, California	$227M	+$251M	7	33.94%	New
264	Boston Trust Walden Boston, Massachusetts	$227M	+$230M	5	3.66%	New
265	Raymond James & Associates St Petersburg, Florida	$226M	+$236M	10	2.13%	New
266	Bessemer Group Woodbridge, New Jersey	$224M	+$237M	15	2.01%	New
267	ProShare Advisors Bethesda, Maryland	$223M	+$233M	22	4.38%	New
268	BRC Blue Ridge Capital New York	$222M	+$213M	1	2.68%	New
269	Nomura Holdings Tokyo, Japan	$221M	+$233M	13	1.8%	New
270	Madison Investment Holdings Madison, Wisconsin	$219M	+$229M	8	4.79%	New
271	Sanders Capital West Palm Beach, Florida	$219M	+$226M	1	2.98%	New
272	Manning & Napier Advisors Fairport, New York	$218M	+$221M	6	1.16%	New
273	Edge Asset Management Seattle, Washington	$217M	+$227M	6	2.72%	New
274	DekaBank Deutsche Girozentrale Frankfurt, Germany	$214M	+$226M	7	4.2%	New
275	H Hexavest Montreal, Quebec, Canada	$213M	+$226M	3	3.62%	New