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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	Frontier Capital Management Boston, Massachusetts	$236M	-$7.08M	9	1.74%	Reduced
352	RIM Rainier Investment Management Seattle, Washington	$235M	-$83.2M	5	4.21%	Reduced
353	Gotham Asset Management New York	$234M	+$67.8M	14	1.9%	Increased
354	Flossbach Von Storch Cologne, Germany	$234M	-$29.3M	4	5.48%	Reduced
355	OCAM Owl Creek Asset Management New York	$234M	-$74.1M	2	14.79%	Reduced
356	Capstone Investment Advisors New York	$233M	+$7.59M	4	3.34%	Increased
357	FQ First Quadrant Glendale, California	$233M	+$44M	10	4.91%	Increased
358	Ruane, Cunniff & Goldfarb New York	$232M	-$13.3M	5	1.18%	Reduced
359	Diamond Hill Capital Management Columbus, Ohio	$231M	+$1.09M	2	1.65%	Increased
360	LCS Levin Capital Strategies New York	$231M	-$44.1M	7	3.5%	Reduced
361	Marshall Wace London, United Kingdom	$231M	-$6.06M	15	3.05%	Reduced
362	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$231M	+$13.7M	29	4.93%	Increased
363	Fjarde Ap-fonden Stockholm, Sweden	$230M	-$17.1M	7	4.98%	Reduced
364	AGA Altrinsic Global Advisors Stamford, Connecticut	$230M	-$27.7M	4	4.75%	Reduced
365	WBC Westpac Banking Corp Sydney, Australia	$227M	-$11.5M	13	2.16%	Reduced
366	United Capital Financial Advisors Irving, Texas	$226M	+$29.9M	10	3.39%	Increased
367	First Eagle Investment Management New York	$226M	+$684K	6	0.55%	Increased
368	DnB Asset Management Oslo, Norway	$226M	-$104M	8	5.11%	Reduced
369	Saturna Capital Bellingham, Washington	$226M	-$564K	8	5.9%	Reduced
370	VVP Vulcan Value Partners Birmingham, Alabama	$225M	-$254M	2	2.55%	Reduced
371	Congress Asset Management Boston, Massachusetts	$225M	-$13.1M	7	5.73%	Reduced
372	DSM Capital Partners Palm Beach Gardens, Florida	$224M	+$58.1M	3	4.13%	Increased
373	IHG Insight Holdings Group New York	$221M	-$141M	2	31.03%	Reduced
374	Crawford Investment Counsel Atlanta, Georgia	$220M	+$65.3M	4	7.75%	Increased
375	RCM Riverhead Capital Management Wilmington, Delaware	$217M	+$26M	7	3.29%	Increased