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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	$553M	+$17M	24	4.94%	Increased
377	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$552M	+$17.3M	23	8.55%	Increased
378	Kestra Advisory Services Austin, Texas	$544M	-$2.74M	19	5.35%	Reduced
379	CCM CoreView Capital Management Hong Kong	$539M	+$40.9M	4	59.55%	Increased
380	Mawer Investment Management Calgary, Alberta, Canada	$536M	-$8.37M	6	2.86%	Reduced
381	Ossiam Paris, France	$535M	-$122M	19	9.46%	Reduced
382	Atreides Management Boston, Massachusetts	$535M	+$118M	3	17.47%	Increased
383	Walleye Trading New York	$531M	+$529M	44	1.39%	Increased
384	Railway Pension Investments London, United Kingdom	$531M	+$14.6M	9	5.74%	Increased
385	Artemis Investment Management Edinburgh, United Kingdom	$530M	-$17.5M	6	7.4%	Reduced
386	Swiss Life Asset Management Zurich,	$530M	-$3.38M	14	8.2%	Reduced
387	Carson Wealth (CWM LLC) Omaha, Nebraska	$528M	+$33.9M	89	3.24%	Increased
388	KI Koch Industries Wichita, Kansas	$524M	$0	1	45.74%	Maintained
389	EdgePoint Investment Group Toronto, Ontario, Canada	$523M	+$50.8M	1	4.99%	Increased
390	AMF Tjänstepension Stockholm, Sweden	$519M	-$174M	9	5.05%	Reduced
391	Steward Partners Investment Advisory New York	$519M	+$10.8M	56	7.98%	Increased
392	C WorldWide Group Copenhagen, Denmark	$519M	-$7.44M	3	7.08%	Reduced
393	DFO Duquesne Family Office New York	$516M	+$11.1M	5	18.5%	Increased
394	WorldQuant Millennium Advisors New York	$512M	+$45.1M	10	7.91%	Increased
395	Williams Jones Wealth Management New York	$512M	+$3.91M	6	7.87%	Increased
396	General Atlantic New York	$510M	-$176M	4	7.88%	Reduced
397	Beacon Pointe Advisors Newport Beach, California	$510M	+$131M	19	6.35%	Increased
398	MUFG Bank Tokyo 100-8388,, Japan	$506M	$0	1	18.25%	Maintained
399	Hardman Johnston Global Advisors Stamford, Connecticut	$504M	+$54.9M	4	16.9%	Increased
400	NewEdge Advisors New Orleans, Louisiana	$500M	+$29M	62	5.49%	Increased