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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$647M	+$17.6M	24	8.04%	Increased
377	SpiderRock Advisors Wilimington, Delaware	$644M	+$665M	13	16.04%	New
378	PGP Prescott General Partners Boca Raton, Florida	$641M	-$41.6M	3	35.6%	Reduced
379	Fiduciary Trust Boston, Massachusetts	$641M	-$11.3M	10	9.83%	Reduced
380	Mediolanum International Funds Dublin 1, Ireland	$638M	+$643M	14	10.36%	New
381	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$636M	-$7.24M	14	6.32%	Reduced
382	HH HSG Holding Na, Hong Kong	$634M	+$95.3M	4	58.69%	Increased
383	Nomura Holdings Tokyo, Japan	$633M	+$167M	32	1.58%	Increased
384	TD Waterhouse Canada Toronto, Ontario, Canada	$632M	+$435M	39	4.74%	Increased
385	Mirova US Boston, Massachusetts	$628M	+$150M	2	8.44%	Increased
386	Regions Financial Corp Birmingham, Alabama	$626M	-$5.6M	14	4.75%	Reduced
387	Mairs & Power Inc St Paul, Minnesota	$624M	+$55.9M	4	6.05%	Increased
388	Steward Partners Investment Advisory New York	$624M	+$37M	59	6.88%	Increased
389	Lido Advisors Los Angeles, California	$622M	+$13.7M	17	3.66%	Increased
390	BI BlueSpruce Investments Chicago, Illinois	$622M	-$27.7M	1	11.12%	Reduced
391	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$621M	+$111M	58	4.49%	Increased
392	Private Advisor Group Morristown, New Jersey	$620M	-$7.13M	27	4.45%	Reduced
393	NewEdge Advisors New Orleans, Louisiana	$619M	+$17.8M	62	5.4%	Increased
394	Markel Group Glen Allen, Virginia	$618M	+$1.17M	6	6.1%	Increased
395	Perpetual Ltd Sydney, New South Wales, Australia	$618M	-$83.7M	12	6.04%	Reduced
396	Congress Asset Management Boston, Massachusetts	$605M	+$8.06M	7	4.32%	Increased
397	Altshuler Shaham Tel Aviv, Israel	$605M	+$149M	10	23.92%	Increased
398	Montrusco Bolton Investments Montreal, Quebec, Canada	$605M	-$303M	4	6.44%	Reduced
399	Credit Agricole Montrouge Cedex, France	$604M	+$176M	25	6.5%	Increased
400	Haverford Trust Company Radnor, Pennsylvania	$603M	+$10.6M	6	6.3%	Increased