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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	Vaughan Nelson Investment Management Houston, Texas	$183M	+$17.3M	5	3.09%	Increased
327	Mackenzie Financial Toronto Ontario, Ontario, Canada	$182M	-$5.38M	10	0.92%	Reduced
328	HI Honeywell International Charlotte, North Carolina	$182M	+$19.2M	3	4.67%	Increased
329	Mondrian Investment Partners London, United Kingdom	$181M	+$14M	3	2.67%	Increased
330	OI Oakbrook Investments Lisle, Illinois	$180M	-$6.44M	8	5.25%	Reduced
331	CPCM Clifton Park Capital Management Wilmington, Delaware	$180M	+$9.75M	2	10.66%	Increased
332	KIG Kovitz Investment Group Chicago, Illinois	$179M	+$9.95M	4	8.68%	Increased
333	FI Focused Investors Los Angeles, California	$178M	+$7.69M	1	7.65%	Increased
334	Atalanta Sosnoff Capital New York	$178M	-$6.66M	5	4.7%	Reduced
335	Jacobs Levy Equity Management Florham Park, New Jersey	$177M	-$55.8M	14	3%	Reduced
336	Gabelli Funds Rye, New York	$177M	+$31.7M	11	1.01%	Increased
337	TCM Tiger Consumer Management New York	$176M	+$115M	2	7.29%	Increased
338	VVP Vulcan Value Partners Birmingham, Alabama	$176M	+$35.8M	1	5.37%	Increased
339	Horizon Kinetics New York	$175M	+$14.1M	10	2.4%	Increased
340	Commonwealth Equity Services Waltham, Massachusetts	$174M	+$3.54M	8	2.82%	Increased
341	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$174M	+$6.91M	4	3.69%	Increased
342	Nicholas Company Milwaukee, Wisconsin	$172M	+$16.7M	6	4.61%	Increased
343	AL AJO LP Philadelphia, Pennsylvania	$167M	+$15.5M	6	0.76%	Increased
344	Tocqueville Asset Management New York	$167M	-$4.85M	11	2.08%	Reduced
345	Snyder Capital Management San Francisco, California	$165M	+$2.49M	3	8.55%	Increased
346	KCM Kensico Capital Management Greenwich, Connecticut	$164M	-$10M	3	4.06%	Reduced
347	ProShare Advisors Bethesda, Maryland	$163M	-$89.9M	24	3.88%	Reduced
348	Asset Management One Tokyo, Japan	$163M	+$14.6M	12	2.46%	Increased
349	Congress Asset Management Boston, Massachusetts	$161M	-$7.72M	6	4.52%	Reduced
350	CCM Cornerstone Capital Management Edina, Minnesota	$160M	-$5.61M	3	4.93%	Reduced