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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
401	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$109M	+$115M	7	3.08%	New
402	Capstone Investment Advisors New York	$108M	+$117M	2	1.14%	New
403	NSCM New South Capital Management Memphis, Tennessee	$108M	+$106M	2	4.41%	New
404	Commerce Bank Kansas City, Missouri	$108M	+$115M	11	2.01%	New
405	United Capital Financial Advisors Irving, Texas	$107M	+$114M	6	2.84%	New
406	Natixis Advisors Boston, Massachusetts	$107M	+$106M	10	2.13%	New
407	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$106M	+$88.1M	3	4.28%	New
408	TCG Tremblant Capital Group West Palm Beach, Florida	$106M	+$103M	2	5.08%	New
409	FTCM Fir Tree Capital Management New York	$106M	+$115M	1	1.46%	New
410	ORI Oak Ridge Investments Chicago, Illinois	$105M	+$104M	3	3.31%	New
411	SCM Stevens Capital Management Radnor, Pennsylvania	$105M	+$111M	10	3.51%	New
412	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$104M	+$102M	7	2.53%	New
413	MI Markston International White Plains, New York	$103M	+$108M	4	6.73%	New
414	MAM Marketfield Asset Management New York	$103M	+$105M	1	1.73%	New
415	VCM Valiant Capital Management San Francisco, California	$102M	+$111M	1	12.28%	New
416	CII CR Intrinsic Investors Stamford, Connecticut	$102M	+$99.6M	8	3.53%	New
417	GAMCO Investors Greenwich, Connecticut	$102M	+$100M	8	0.64%	New
418	PIA Piedmont Investment Advisors Durham, North Carolina	$101M	+$104M	5	4.53%	New
419	1919 Investment Counsel Baltimore, Maryland	$100M	+$107M	9	2.34%	New
420	SCA Southpoint Capital Advisors New York	$100M	+$95.6M	2	6.18%	New
421	JHC JFB Holdings Corp Atlanta, Georgia	$99.9M	+$103M	2	4.08%	New
422	ARTA A.R.T. Advisors New York	$98.3M	+$100M	17	3.22%	New
423	CAM ClariVest Asset Management San Diego, California	$98.3M	+$105M	6	4.39%	New
424	PineBridge Investments New York	$97.7M	+$103M	12	3.1%	New
425	LOAMU Lombard Odier Asset Management (USA) New York	$97.6M	+$93.2M	4	5.46%	New