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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	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$271M	-$7.75M	10	5.97%	Reduced
302	John W. Bristol & Co New York	$271M	-$185M	3	7.24%	Reduced
303	CAM Coronation Asset Management Cape Town, South Africa	$269M	-$23.9M	5	14.43%	Reduced
304	IRF IBM Retirement Fund Armonk, New York	$268M	-$14.8M	14	5.69%	Reduced
305	Letko, Brosseau & Associates Montreal, Quebec, Canada	$262M	-$1.61M	2	2.67%	Reduced
306	MCM Manchester Capital Management Manchester, Vermont	$261M	-$213K	10	43.7%	Reduced
307	Jacobs Levy Equity Management Florham Park, New Jersey	$260M	-$4.86M	7	5.33%	Reduced
308	Flossbach Von Storch Cologne, Germany	$260M	+$10.6M	5	4.52%	Increased
309	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$259M	-$46.5M	8	5.29%	Reduced
310	United Capital Financial Advisors Irving, Texas	$258M	+$22.4M	11	3.1%	Increased
311	Gotham Asset Management New York	$257M	+$82.6M	11	2.51%	Increased
312	Creative Planning Overland Park, Kansas	$256M	+$37.3M	38	2.26%	Increased
313	CA Cullinan Associates Louisville, Kentucky	$256M	-$4.78M	6	23.39%	Reduced
314	ACM Atlanta Capital Management Atlanta, Georgia	$255M	-$18.2M	3	1.92%	Reduced
315	CIBC World Markets New York	$254M	-$70M	6	6.86%	Reduced
316	GA Geneva Advisors Chicago, Illinois	$254M	+$32M	9	5.13%	Increased
317	Scharf Investments Los Gatos, California	$252M	-$120M	3	6.62%	Reduced
318	Tocqueville Asset Management New York	$252M	-$41.8M	11	3.37%	Reduced
319	GHP Great Hill Partners Boston, Massachusetts	$251M	$0	1	100%	Maintained
320	HBK Investments Dallas, Texas	$249M	-$7.05M	16	2.49%	Reduced
321	RP Ridgegate Proprietary Sydney, Australia	$249M	-$3.85M	2	69.82%	Reduced
322	Renaissance Technologies New York	$247M	-$688M	32	0.59%	Reduced
323	Jericho Capital Asset Management New York	$242M	-$12.3M	4	15.1%	Reduced
324	KBC Group Brussels, Belgium	$242M	-$130M	15	4.87%	Reduced
325	Nomura Asset Management Tokyo, Japan	$242M	-$8.26M	11	4.84%	Reduced