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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
376	Nicholas Company Milwaukee, Wisconsin	$182M	+$165K	5	4.34%	Increased
377	IVA International Value Advisers	$182M	+$109M	3	4.22%	Increased
378	CPCM Clifton Park Capital Management Wilmington, Delaware	$182M	$0	2	11.65%	Maintained
379	Atalanta Sosnoff Capital New York	$181M	-$7.21M	3	3.95%	Reduced
380	USSCPF United States Steel & Carnegie Pension Fund New York	$179M	-$92.7M	2	3.98%	Reduced
381	Markel Group Glen Allen, Virginia	$179M	+$5.29M	4	5.1%	Increased
382	Snyder Capital Management San Francisco, California	$178M	+$10.6M	2	8.25%	Increased
383	MVP Miller Value Partners Sarasota, Florida	$176M	-$2.03M	4	6.75%	Reduced
384	Davenport & Co Richmond, Virginia	$176M	-$25.3M	7	2.98%	Reduced
385	GAMCO Investors Greenwich, Connecticut	$175M	+$8.94M	10	0.92%	Increased
386	Utah Retirement Systems Salt Lake City, Utah	$175M	-$12.3M	15	5.01%	Reduced
387	Ninety One (UK) London, United Kingdom	$174M	+$60.7M	4	1.01%	Increased
388	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$174M	+$17.7M	9	1.89%	Increased
389	Capital Fund Management (CFM) Paris, France	$173M	+$98.6M	13	1.83%	Increased
390	NCGI Next Century Growth Investors Plymouth, Minnesota	$172M	-$33.8M	8	5.52%	Reduced
391	LSCM Light Street Capital Management Palo Alto, California	$171M	+$13.8M	7	23.67%	Increased
392	Asset Management One Tokyo, Japan	$170M	-$5.2M	17	2.54%	Reduced
393	United Capital Financial Advisors Irving, Texas	$167M	-$932K	7	3.09%	Reduced
394	OI Oakbrook Investments Lisle, Illinois	$165M	-$10.1M	9	4.98%	Reduced
395	CC Coastland Capital Palo Alto, California	$164M	+$44.9M	4	8.46%	Increased
396	Cincinnati Financial Corp Fairfield, Ohio	$162M	$0	2	10.9%	Maintained
397	RCM Riverhead Capital Management Wilmington, Delaware	$161M	+$20.4M	7	3.02%	Increased
398	Winton Group London, United Kingdom	$157M	+$151M	7	1.07%	New
399	Appaloosa Management Miami Beach, Florida	$157M	-$5.66M	1	2.19%	Reduced
400	Regions Financial Corp Birmingham, Alabama	$153M	-$18.4M	12	1.87%	Reduced