← All themes

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
376	CIBC Asset Management Toronto, Ontario, Canada	$124M	+$130M	8	0.85%	New
377	AGF Investments Inc Toronto, Ontario, Canada	$122M	+$125M	2	1.41%	New
378	Cohen & Steers New York	$120M	+$126M	4	0.37%	New
379	WIM Weitz Investment Management Omaha, Nebraska	$120M	+$116M	3	4.86%	New
380	CAM Capstone Asset Management Houston, Texas	$120M	+$125M	16	3.14%	New
381	HighTower Advisors Chicago, Illinois	$119M	+$125M	9	3.24%	New
382	Walleye Trading New York	$119M	+$129M	9	1.14%	New
383	Cincinnati Financial Corp Fairfield, Ohio	$119M	+$126M	2	9.91%	New
384	DILH Dai-ichi Life Holdings Tokyo, Japan	$118M	+$124M	8	4.16%	New
385	TCM Tybourne Capital Management Hong Kong	$118M	+$105M	2	17.61%	New
386	MVP Miller Value Partners Sarasota, Florida	$117M	+$106M	3	8.06%	New
387	New Mexico Educational Retirement Board Santa Fe, New Mexico	$117M	+$122M	6	4.78%	New
388	Baird Milwaukee, Wisconsin	$117M	+$123M	8	2.32%	New
389	MVIP Mar Vista Investment Partners Los Angeles, California	$117M	+$115M	3	7.58%	New
390	City National Bank Beverly Hills, Delaware	$117M	+$124M	7	2.17%	New
391	RCM Riverhead Capital Management Wilmington, Delaware	$116M	+$122M	6	3.84%	New
392	VVP Vulcan Value Partners Birmingham, Alabama	$116M	+$126M	1	5.07%	New
393	Driehaus Capital Management Chicago, Illinois	$115M	+$110M	13	5.04%	New
394	Andra AP-fonden Goteborg, Sweden	$115M	+$121M	6	3%	New
395	JP Morgan Private Wealth Advisors San Francisco, California	$114M	+$120M	9	2.81%	New
396	Placemark Investments Chicago, Illinois	$112M	+$116M	15	2.4%	New
397	Haverford Trust Company Radnor, Pennsylvania	$111M	+$117M	3	3.67%	New
398	CCP Clough Capital Partners Boston, Massachusetts	$110M	+$111M	2	3.68%	New
399	Segall Bryant & Hamill Chicago, Illinois	$110M	+$109M	7	2.9%	New
400	Chilton Investment Company Stamford, Connecticut	$110M	+$111M	2	2.93%	New