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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	MCM Manchester Capital Management Manchester, Vermont	$283M	-$2.36M	13	36.07%	Reduced
402	ING Group Amsterdam, Netherlands	$282M	-$281M	15	6.1%	Reduced
403	TC Tairen Capital Hong Kong	$278M	+$113M	5	31.13%	Increased
404	Advisors Asset Management Monument, Colorado	$276M	-$13.7M	28	5.04%	Reduced
405	AWM Ashmore Wealth Management Wilmington, Delaware	$276M	$0	3	16.13%	Maintained
406	South Dakota Investment Council Sioux Falls, South Dakota	$276M	+$29.8M	6	5.84%	Increased
407	Manning & Napier Group Fairport, New York	$276M	+$8.03M	10	3.02%	Increased
408	Rathbones Group Liverpool, United Kingdom	$276M	-$1.9M	8	9.07%	Reduced
409	Oregon Public Employees Retirement Fund Tigard, Oregon	$275M	-$87.1M	20	3.9%	Reduced
410	KM Kylin Management New York	$274M	+$19.4M	4	57.14%	Increased
411	MSA Mason Street Advisors Milwaukee, Wisconsin	$274M	+$2.51M	19	5.54%	Increased
412	Carson Wealth (CWM LLC) Omaha, Nebraska	$273M	+$142M	47	2.18%	Increased
413	MG Meritage Group San Francisco, California	$271M	+$829K	1	5.76%	Increased
414	MAMU Marathon Asset Management (UK) London, United Kingdom	$271M	-$4.72M	5	3.62%	Reduced
415	SCM Scopia Capital Management New York	$271M	-$68.7M	2	10.02%	Reduced
416	Hardman Johnston Global Advisors Stamford, Connecticut	$271M	-$14.6M	3	11.88%	Reduced
417	RA Rovida Advisors Fort Lauderdale, Florida	$270M	-$5.46M	3	18.37%	Reduced
418	ACM Atlanta Capital Management Atlanta, Georgia	$269M	+$1.2M	2	1.29%	Increased
419	Avalon Investment & Advisory Houston, Texas	$268M	-$3.35M	7	6.11%	Reduced
420	PCM Prime Capital Management Hong Kong	$268M	-$82.9M	2	57.72%	Reduced
421	Castle Hook Partners New York	$266M	+$183M	4	13.39%	Increased
422	AustralianSuper Melbourne, Australia	$265M	+$19.7M	2	2.77%	Increased
423	Huntington National Bank Columbus, Ohio	$264M	-$6.41M	25	4.36%	Reduced
424	CCI Columbus Circle Investors	$264M	-$81.6M	6	6.72%	Reduced
425	Pacer Advisors Malvern, Pennsylvania	$262M	+$235M	16	7.26%	Increased