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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	Commerce Bank Kansas City, Missouri	$334M	+$7.81M	9	4.25%	Increased
352	Voloridge Investment Management Jupiter, Florida	$331M	+$46.1M	12	8.85%	Increased
353	MG Meritage Group San Francisco, California	$330M	+$1.73M	1	5.53%	Increased
354	CIBC Asset Management Toronto, Ontario, Canada	$329M	-$7.16M	24	2.06%	Reduced
355	FCM Flinton Capital Management Philadelphia, Pennsylvania	$329M	-$9.44M	13	10.66%	Reduced
356	SAM Scopus Asset Management New York	$324M	+$134M	5	3.01%	Increased
357	State of Alaska Department of Revenue Juneau, Alaska	$322M	+$57.1M	23	5.74%	Increased
358	PCM Prime Capital Management Hong Kong	$321M	+$3.76M	2	53.17%	Increased
359	Maverick Capital Dallas, Texas	$321M	-$12.7M	10	3.75%	Reduced
360	SAM Shell Asset Management The Hague, Netherlands	$320M	+$12.6M	25	6.55%	Increased
361	FAM Foxhaven Asset Management Charlottesville, Virginia	$319M	-$14.4M	4	19.72%	Reduced
362	VanEck Associates New York	$319M	+$20.4M	12	1.49%	Increased
363	Eagle Asset Management St Petersburg, Florida	$318M	+$16.6M	8	1.71%	Increased
364	Burgundy Asset Management Toronto, Ontario, Canada	$317M	-$60.4M	3	3.06%	Reduced
365	WBC Westpac Banking Corp Sydney, Australia	$316M	+$21.1M	17	6.07%	Increased
366	FQ First Quadrant Glendale, California	$316M	-$5.39M	14	5.92%	Reduced
367	KM Kylin Management New York	$311M	-$83.7M	4	47.94%	Reduced
368	Santa Barbara Asset Management Los Angeles, California	$310M	-$7.19M	1	4.72%	Reduced
369	CFM Coronation Fund Managers Cape Town, South Africa	$309M	-$3.61M	3	12.06%	Reduced
370	EAM EastBay Asset Management New York	$308M	+$127M	3	17.37%	Increased
371	VVP Vulcan Value Partners Birmingham, Alabama	$308M	+$326M	1	2.38%	New
372	Boston Trust Walden Boston, Massachusetts	$308M	-$85.2K	6	4.51%	Reduced
373	Diamond Hill Capital Management Columbus, Ohio	$307M	-$114M	3	1.58%	Reduced
374	General Atlantic New York	$306M	+$139M	2	19.47%	Increased
375	CBT Capital Bank & Trust Irvine, California	$305M	+$7.04M	18	3.99%	Increased