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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	FineMark National Bank & Trust Fort Myers, Florida	$438M	+$2.16M	6	19.37%	Increased
377	DG Discerene Group Stamford, Connecticut	$438M	+$58.3M	4	59.42%	Increased
378	Haverford Trust Company Radnor, Pennsylvania	$436M	-$2.24M	6	5.68%	Reduced
379	PointState Capital New York	$435M	+$342M	2	10.81%	Increased
380	ACA Abdiel Capital Advisors New York	$433M	+$203M	2	29.18%	Increased
381	TPG GP A Fort Worth, Texas	$431M	+$11.3M	4	6.66%	Increased
382	AIM Allen Investment Management New York	$430M	+$7.34M	14	6.96%	Increased
383	AKRE Capital Management Middleburg, Virginia	$430M	-$155M	2	3.44%	Reduced
384	Williams Jones Wealth Management New York	$428M	-$11.7M	9	6.93%	Reduced
385	SHIM Spruce House Investment Management New York	$427M	+$54.5M	5	61.6%	Increased
386	DSM Capital Partners Palm Beach Gardens, Florida	$424M	-$35.3M	2	7.12%	Reduced
387	Soroban Capital Partners New York	$419M	-$182M	1	3.62%	Reduced
388	YC Yarbrough Capital Franklin, Tennessee	$418M	-$35.9M	10	31.63%	Reduced
389	Markel Group Glen Allen, Virginia	$413M	+$1.56M	5	5.9%	Increased
390	Evercore Wealth Management New York	$413M	-$10.4M	8	8.7%	Reduced
391	Segall Bryant & Hamill Chicago, Illinois	$412M	-$7.38M	16	4.64%	Reduced
392	EC Eminence Capital New York	$411M	-$36.4M	4	8.16%	Reduced
393	Cetera Advisor Networks El Segundo, California	$408M	+$33.9M	25	5.23%	Increased
394	LSV Asset Management Chicago, Illinois	$407M	-$15.2M	10	0.88%	Reduced
395	ASI All-Stars Investment Hong Kong	$406M	-$26.5M	2	97.89%	Reduced
396	Banco Santander Madrid, Spain	$403M	+$6.7M	14	5.37%	Increased
397	Sarasin & Partners London, United Kingdom	$401M	-$55.1M	4	5.05%	Reduced
398	Steward Partners Investment Advisory New York	$400M	-$4.11M	62	7.33%	Reduced
399	SCA Southpoint Capital Advisors New York	$397M	-$179M	3	11.25%	Reduced
400	LGT Group Foundation Vaduz, Liechtenstein	$397M	-$67.4M	8	12.09%	Reduced