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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
301	NCGI Next Century Growth Investors Plymouth, Minnesota	$178M	+$158M	8	5.71%	New
302	LPL Financial San Diego, California	$174M	+$184M	14	1.25%	New
303	Royal London Asset Management United Kingdom	$174M	+$182M	7	5.07%	New
304	Glenview Capital Management New York	$173M	+$183M	2	1.58%	New
305	FI Focused Investors Los Angeles, California	$172M	+$177M	1	7.46%	New
306	CCM Criterion Capital Management San Francisco, California	$171M	+$166M	3	6.93%	New
307	TGA Trilogy Global Advisors Winter Park, Florida	$171M	+$182M	3	3.97%	New
308	AC Alleghany Corporation New York	$171M	+$181M	3	10.01%	New
309	Mitsubishi UFJ Asset Management Tokyo, Japan	$170M	+$178M	8	4.85%	New
310	Mackenzie Financial Toronto Ontario, Ontario, Canada	$170M	+$174M	8	0.81%	New
311	Atalanta Sosnoff Capital New York	$170M	+$172M	4	4.12%	New
312	Employees Provident Fund Board Shah Alam, Malaysia	$169M	+$179M	2	6.8%	New
313	TCMV Technology Crossover Management V Menlo Park, California	$169M	+$167M	1	62.12%	New
314	Kayne Anderson Rudnick Investment Management Los Angeles, California	$168M	+$183M	4	3.4%	New
315	CPCM Clifton Park Capital Management Wilmington, Delaware	$165M	+$171M	2	9.8%	New
316	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$165M	+$168M	3	2.25%	New
317	KCM Kensico Capital Management Greenwich, Connecticut	$165M	+$167M	2	4.23%	New
318	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$164M	+$171M	12	2.84%	New
319	Mondrian Investment Partners London, United Kingdom	$163M	+$165M	3	2.49%	New
320	TCMV Technology Crossover Management VII Menlo Park, California	$163M	+$129M	1	12.53%	New
321	OI Oakbrook Investments Lisle, Illinois	$162M	+$169M	8	4.69%	New
322	KBC Group Brussels, Belgium	$159M	+$167M	10	2.96%	New
323	Eagle Asset Management St Petersburg, Florida	$158M	+$162M	8	1.05%	New
324	ACP Ashfield Capital Partners San Francisco, California	$158M	+$165M	5	8.49%	New
325	Horizon Kinetics New York	$157M	+$151M	7	2.31%	New