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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	Private Advisor Group Morristown, New Jersey	$450M	-$141M	23	5.17%	Reduced
377	Vontobel Holding Zurich, Switzerland	$448M	-$105M	35	5.23%	Reduced
378	Soroban Capital Partners New York	$446M	$0	1	4.83%	Maintained
379	Dorsal Capital Management Redwood City, California	$445M	-$65.6M	4	27.72%	Reduced
380	Cetera Advisor Networks El Segundo, California	$445M	+$34.3M	24	5.53%	Increased
381	Williams Jones Wealth Management New York	$435M	-$3.34M	8	7.56%	Reduced
382	Haverford Trust Company Radnor, Pennsylvania	$434M	+$1.26M	6	5.94%	Increased
383	EC Eminence Capital New York	$428M	-$8.07M	3	8.95%	Reduced
384	CP Coho Partners Berwyn, Pennsylvania	$426M	+$53.4M	3	8.01%	Increased
385	YC Yarbrough Capital Franklin, Tennessee	$426M	+$1.49M	11	34.01%	Increased
386	Markel Group Glen Allen, Virginia	$422M	+$1.28M	5	6.22%	Increased
387	Evercore Wealth Management New York	$421M	-$2.09M	7	9.5%	Reduced
388	AustralianSuper Melbourne, Australia	$421M	-$671M	3	3%	Reduced
389	Steward Partners Investment Advisory New York	$414M	+$5M	60	7.74%	Increased
390	TPG GP A Fort Worth, Texas	$413M	-$52.1M	4	6.76%	Reduced
391	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$411M	$0	2	69.87%	Maintained
392	Cardano Risk Management Rotterdam, Netherlands	$409M	+$3.61M	2	49.17%	Increased
393	Czech National Bank Prague, Czech Republic	$407M	+$458M	11	11.64%	New
394	Segall Bryant & Hamill Chicago, Illinois	$407M	-$6.95M	14	4.84%	Reduced
395	GIM Genesis Investment Management London, United Kingdom	$403M	-$82.8M	6	46.15%	Reduced
396	FineMark National Bank & Trust Fort Myers, Florida	$403M	-$3.56M	6	19.3%	Reduced
397	SRS Investment Management New York	$402M	+$77.2M	3	7.9%	Increased
398	DF Dent & Co Baltimore, Maryland	$402M	-$8.7M	9	6.2%	Reduced
399	DG Discerene Group Stamford, Connecticut	$401M	+$10.6M	4	59.16%	Increased
400	Sarasin & Partners London, United Kingdom	$400M	-$2.33M	4	5.54%	Reduced