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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
326	AGA Altrinsic Global Advisors Stamford, Connecticut	$157M	+$162M	1	2.71%	New
327	EA Euclid Advisors Hartford, Connecticut	$156M	+$157M	5	1.96%	New
328	KIG Kovitz Investment Group Chicago, Illinois	$155M	+$162M	4	7.96%	New
329	Tocqueville Asset Management New York	$155M	+$161M	8	2.1%	New
330	Polar Capital London, United Kingdom	$152M	+$154M	7	5.3%	New
331	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$152M	+$135M	1	3.55%	New
332	Appaloosa Management Miami Beach, Florida	$152M	+$165M	1	2.19%	New
333	Congress Asset Management Boston, Massachusetts	$151M	+$155M	7	4.47%	New
334	Markel Group Glen Allen, Virginia	$150M	+$152M	3	5.38%	New
335	SCM Sigma Capital Management Stamford, Connecticut	$149M	+$146M	7	6.86%	New
336	Sit Investment Associates Minneapolis, Minnesota	$149M	+$151M	8	3.01%	New
337	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$148M	+$151M	4	2.9%	New
338	WAM World Asset Management Detroit, Michigan	$148M	+$155M	13	3.44%	New
339	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$148M	+$157M	3	10.6%	New
340	Sculptor Capital New York	$148M	+$156M	4	0.46%	New
341	Ruffer LLP London, United Kingdom	$147M	+$152M	3	7.94%	New
342	Commonwealth Equity Services Waltham, Massachusetts	$147M	+$157M	7	2.59%	New
343	Nicholas Company Milwaukee, Wisconsin	$146M	+$149M	5	4.48%	New
344	GH GAM Holding Zurich, Switzerland	$145M	+$151M	12	3.18%	New
345	Snyder Capital Management San Francisco, California	$144M	+$150M	3	7.71%	New
346	DL Delta Lloyd Amsterdam, Netherlands	$144M	+$149M	9	5.53%	New
347	FQ First Quadrant Glendale, California	$143M	+$150M	9	3.83%	New
348	Vaughan Nelson Investment Management Houston, Texas	$143M	+$144M	4	2.7%	New
349	First Pacific Advisors El Segundo, California	$143M	+$151M	3	1.52%	New
350	QS Batterymarch Financial Management New York	$142M	+$150M	9	2.73%	New