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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
351	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$193M	-$28.1M	9	8.02%	Reduced
352	Commonwealth Equity Services Waltham, Massachusetts	$193M	-$3.98M	11	2.66%	Reduced
353	JP Morgan Private Wealth Advisors San Francisco, California	$193M	+$17.8M	15	3.52%	Increased
354	GA Geneva Advisors Chicago, Illinois	$193M	-$53.5M	12	3.54%	Reduced
355	Gabelli Funds Rye, New York	$192M	-$2.11M	11	1%	Reduced
356	FI Focused Investors Los Angeles, California	$192M	+$7.73M	1	7.59%	Increased
357	First Eagle Investment Management New York	$190M	-$63.9M	6	0.5%	Reduced
358	WIM Weitz Investment Management Omaha, Nebraska	$189M	+$15M	5	6.05%	Increased
359	Nomura Asset Management Tokyo, Japan	$189M	-$8.51M	8	3.45%	Reduced
360	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$188M	-$139M	6	3.94%	Reduced
361	Saturna Capital Bellingham, Washington	$187M	+$61.1K	8	4.93%	Increased
362	HighTower Advisors Chicago, Illinois	$186M	+$11.7M	9	3.63%	Increased
363	Congress Asset Management Boston, Massachusetts	$185M	+$7.39M	7	4.63%	Increased
364	MVP Miller Value Partners Sarasota, Florida	$182M	+$1.22M	4	7.32%	Increased
365	Frontier Capital Management Boston, Massachusetts	$182M	-$49.8M	8	1.32%	Reduced
366	Nicholas Company Milwaukee, Wisconsin	$181M	+$2.35M	5	4.37%	Increased
367	Vaughan Nelson Investment Management Houston, Texas	$181M	+$321K	4	2.72%	Increased
368	Diamond Hill Capital Management Columbus, Ohio	$179M	+$9.48M	3	1.53%	Increased
369	Baird Milwaukee, Wisconsin	$175M	+$2.04M	8	2.53%	Increased
370	Westwood Holdings Group Dallas, Texas	$172M	+$44.6M	3	1.33%	Increased
371	Markel Group Glen Allen, Virginia	$171M	-$3.2M	3	5.26%	Reduced
372	Utah Retirement Systems Salt Lake City, Utah	$170M	+$1.28M	12	4.91%	Increased
373	Atalanta Sosnoff Capital New York	$169M	-$91M	3	3.78%	Reduced
374	Haverford Trust Company Radnor, Pennsylvania	$167M	+$39.9M	4	5.16%	Increased
375	Snyder Capital Management San Francisco, California	$164M	-$20.6M	2	8.53%	Reduced