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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	Madison Investment Holdings Madison, Wisconsin	$216M	-$19.2M	7	4.64%	Reduced
377	River Road Asset Management Louisville, Kentucky	$216M	-$22.1M	7	3.08%	Reduced
378	WestEnd Advisors Charlotte, North Carolina	$216M	+$4.68M	2	9.86%	Increased
379	EverPoint Asset Management Stamford, Connecticut	$213M	+$96.8M	15	4.8%	Increased
380	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$213M	-$3.54M	13	3.13%	Reduced
381	Gabelli Funds Rye, New York	$212M	-$17.5M	12	1.03%	Reduced
382	HCM Hoplite Capital Management New York	$212M	-$291M	2	5.88%	Reduced
383	BWA Brave Warrior Advisors New York	$212M	-$113M	1	7.38%	Reduced
384	Westwood Holdings Group Dallas, Texas	$211M	-$5.68M	4	1.63%	Reduced
385	VCM Valiant Capital Management San Francisco, California	$211M	+$35.4M	2	22.57%	Increased
386	AAM Alken Asset Management London, United Kingdom	$210M	+$207M	1	7.58%	New
387	Rockefeller Financial Services New York	$209M	+$36.8M	8	4.59%	Increased
388	Markel Group Glen Allen, Virginia	$208M	+$5.49M	4	5.24%	Increased
389	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$206M	+$198M	2	2.99%	New
390	WIM Weitz Investment Management Omaha, Nebraska	$205M	-$59.6M	4	5.72%	Reduced
391	QS Investors New York	$204M	+$121M	14	2.35%	Increased
392	PCM Prime Capital Management Hong Kong	$203M	+$55.9M	3	49.17%	Increased
393	JPCCM J&P (China) Capital Management Hong Kong, China	$202M	+$220M	4	20.48%	New
394	Iconiq Capital San Francisco, California	$202M	+$12.5M	4	38.82%	Increased
395	Laurion Capital Management New York	$202M	-$8.7M	6	4.61%	Reduced
396	FI Focused Investors Los Angeles, California	$200M	-$12.1M	1	7.25%	Reduced
397	Banque Pictet & Cie Geneva 73, Switzerland	$199M	-$11.5M	9	5.24%	Reduced
398	Nicholas Company Milwaukee, Wisconsin	$199M	+$3.44M	6	4.08%	Increased
399	Haverford Trust Company Radnor, Pennsylvania	$198M	+$22.9M	4	5.55%	Increased
400	PC Paulson & Co New York	$198M	+$2.34M	1	1.02%	Increased