← All themes

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	RCM Riverhead Capital Management Wilmington, Delaware	$176M	+$9.69M	7	3.03%	Increased
402	TGA Trilogy Global Advisors Winter Park, Florida	$175M	-$28.1M	5	3.7%	Reduced
403	Asset Management One Tokyo, Japan	$175M	-$4.32M	16	2.41%	Reduced
404	KIG Kovitz Investment Group Chicago, Illinois	$174M	-$17.4M	4	8.94%	Reduced
405	Santa Barbara Asset Management Los Angeles, California	$173M	+$12M	1	3.56%	Increased
406	Cincinnati Financial Corp Fairfield, Ohio	$173M	$0	2	11.33%	Maintained
407	FQ First Quadrant Glendale, California	$171M	-$29.2M	12	3.83%	Reduced
408	GA Geneva Advisors Chicago, Illinois	$171M	+$24.6M	8	3.23%	Increased
409	PC Paulson & Co New York	$169M	+$171M	1	0.7%	New
410	GAMCO Investors Greenwich, Connecticut	$168M	-$7.74M	11	0.9%	Reduced
411	HI Honeywell International Charlotte, North Carolina	$165M	-$71.3M	3	3.87%	Reduced
412	CPCM Clifton Park Capital Management Wilmington, Delaware	$164M	$0	2	11.77%	Maintained
413	Iconiq Capital San Francisco, California	$163M	+$165M	1	36.63%	New
414	Haverford Trust Company Radnor, Pennsylvania	$163M	-$31.7M	4	4.86%	Reduced
415	CCM Criterion Capital Management San Francisco, California	$162M	+$21.8M	4	4.75%	Increased
416	GL GLG LLC New York	$162M	+$42.3M	12	4.31%	Increased
417	Rockefeller Financial Services New York	$162M	+$7.97M	7	3.6%	Increased
418	Spot Trading Chicago, Illinois	$161M	-$55.5M	21	0.8%	Reduced
419	Point72 Asset Management Stamford, Connecticut	$161M	+$78.1M	12	1.21%	Increased
420	LSV Asset Management Chicago, Illinois	$161M	+$45.6M	7	0.35%	Increased
421	VCM Valiant Capital Management San Francisco, California	$161M	-$54.2M	1	18.99%	Reduced
422	LT Lindsell Train London, United Kingdom	$160M	+$1.96M	1	18.2%	Increased
423	CIBC Asset Management Toronto, Ontario, Canada	$160M	+$12.8M	14	0.96%	Increased
424	PCM Prime Capital Management Hong Kong	$160M	+$73.3M	3	28.66%	Increased
425	OCM Osterweis Capital Management San Francisco, California	$159M	+$72M	3	4.89%	Increased