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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	NA Newport Asia San Francisco, California	$247M	+$2.51M	2	36.66%	Increased
377	SCA Southpoint Capital Advisors New York	$247M	+$57.5M	3	10.13%	Increased
378	HMP HS Management Partners New York	$246M	-$28.6M	1	7.95%	Reduced
379	CIBC World Market Toronto, Ontario, Canada	$245M	-$82.6M	9	1.18%	Reduced
380	HL Financial Services Louisville, Kentucky	$245M	+$2.58M	6	4.74%	Increased
381	Commerce Bank Kansas City, Missouri	$245M	-$6.63M	9	3.33%	Reduced
382	PC Pelham Capital London, United Kingdom	$245M	-$28.3M	1	84.44%	Reduced
383	SCM Scopia Capital Management New York	$244M	+$6.54M	1	3.85%	Increased
384	TAM Tyers Asset Management Austin, Texas	$244M	-$17.5M	15	8.93%	Reduced
385	Dai-ichi Life Insurance Company Tokyo, Japan	$241M	-$8.55M	9	5.12%	Reduced
386	Discovery Capital Management South Norwalk, Connecticut	$240M	+$9.94M	2	5.72%	Increased
387	Haverford Trust Company Radnor, Pennsylvania	$240M	-$24.4M	5	5.01%	Reduced
388	London Company of Virginia Richmond, Virginia	$239M	-$11.6M	3	1.72%	Reduced
389	NA Neuburgh Advisers Los Angeles, California	$239M	-$17.8M	19	8.89%	Reduced
390	Capital Fund Management (CFM) Paris, France	$238M	-$47.7M	12	1.71%	Reduced
391	Regions Financial Corp Birmingham, Alabama	$238M	-$4.78M	12	2.71%	Reduced
392	AEGON Asset Management (UK) Edinburgh, United Kingdom	$238M	-$15.6M	6	6.52%	Reduced
393	Thompson Siegel & Walmsley Richmond, Virginia	$238M	+$50.7M	13	2.85%	Increased
394	Cambridge Investment Research Advisors Fairfield, Iowa	$236M	+$14.9M	17	3.17%	Increased
395	FP FPR Partners San Francisco, California	$236M	+$6.58M	1	5.1%	Increased
396	Envestnet Asset Management Chicago, Illinois	$235M	-$17.2M	33	0.56%	Reduced
397	SD Sumway Development Shanghai, China	$235M	-$13.7M	2	54.95%	Reduced
398	Eagle Asset Management St Petersburg, Florida	$234M	-$26.4M	7	1.34%	Reduced
399	Aristotle Capital Management Los Angeles, California	$234M	+$2.19M	3	1.82%	Increased
400	River Road Asset Management Louisville, Kentucky	$234M	+$27M	4	4.58%	Increased