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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	IRF IBM Retirement Fund Armonk, New York	$261M	-$8.73M	15	5.22%	Reduced
327	Commonwealth Equity Services Waltham, Massachusetts	$261M	+$9.83M	11	3.17%	Increased
328	CCM Cantillon Capital Management New York	$261M	+$3.38M	2	5.89%	Increased
329	VFA Virtus Fund Advisers Hartford, Connecticut	$259M	+$31.7M	14	1.97%	Increased
330	Horizon Kinetics New York	$258M	-$5.67M	11	3.32%	Reduced
331	Everett Harris & Co Los Angeles, California	$257M	+$708K	6	9.28%	Increased
332	I.G. Investment Management Winnipeg, Manitoba, Canada	$257M	-$87.7M	11	0.92%	Reduced
333	SA SQ Advisors Naples, Florida	$256M	-$1.77M	1	9.9%	Reduced
334	Suntrust Banks Atlanta, Georgia	$254M	-$39M	16	1.79%	Reduced
335	South Dakota Investment Council Sioux Falls, South Dakota	$254M	+$248M	5	5.16%	New
336	LCS Levin Capital Strategies New York	$253M	-$5.38M	5	3.85%	Reduced
337	CCM Cornerstone Capital Management Edina, Minnesota	$252M	+$172M	5	8.25%	Increased
338	LPL Financial San Diego, California	$251M	+$5.2M	17	1.5%	Increased
339	BWA Brave Warrior Advisors New York	$251M	+$43.4M	1	9.3%	Increased
340	TCM Tiger Consumer Management New York	$251M	-$46.1M	3	12.5%	Reduced
341	AC Alleghany Corporation New York	$249M	-$38.4M	2	9.32%	Reduced
342	USS Investment Management London, United Kingdom	$248M	-$34.8M	3	4.36%	Reduced
343	Jensen Investment Management Lake Oswego, Oregon	$246M	-$8.9M	2	3.9%	Reduced
344	ExxonMobil Investment Management Irving, Texas	$246M	-$10.6M	7	5.7%	Reduced
345	Sterling Capital Management Charlotte, North Carolina	$245M	-$128M	13	2.97%	Reduced
346	Tocqueville Asset Management New York	$245M	-$4.96M	11	2.72%	Reduced
347	PC Passport Capital San Francisco, California	$243M	-$239M	7	3.44%	Reduced
348	HighTower Advisors Chicago, Illinois	$243M	+$14.4M	12	4.11%	Increased
349	Kayne Anderson Rudnick Investment Management Los Angeles, California	$237M	+$2.62M	6	4.22%	Increased
350	Nomura Asset Management Tokyo, Japan	$236M	+$6.26M	8	4.17%	Increased