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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	CBT Capital Bank & Trust Irvine, California	$308M	-$9.38M	18	3.8%	Reduced
402	Capital Guardian Trust Los Angeles, California	$306M	-$173M	4	4.12%	Reduced
403	State of Alaska Department of Revenue Juneau, Alaska	$305M	+$3.49M	24	5.12%	Increased
404	Driehaus Capital Management Chicago, Illinois	$304M	+$84.8M	18	9.53%	Increased
405	Nissay Asset Management Tokyo, Japan	$303M	-$9.32M	17	7.67%	Reduced
406	Davenport & Co Richmond, Virginia	$303M	-$5.67M	11	3.61%	Reduced
407	AustralianSuper Melbourne, Australia	$303M	+$24M	2	2.91%	Increased
408	SCM Suvretta Capital Management New York	$302M	+$54.1M	5	6.4%	Increased
409	VM Valinor Management New York	$299M	+$101M	3	17.99%	Increased
410	CAM Contour Asset Management New York	$294M	+$161M	5	19.58%	Increased
411	Rathbones Group Liverpool, United Kingdom	$291M	-$2.89M	8	9.12%	Reduced
412	GTP Global Thematic Partners New York	$291M	-$58.1M	6	15.6%	Reduced
413	TC Tairen Capital Hong Kong	$290M	+$17M	3	56.07%	Increased
414	GVI Green Valley Investors Wilmington, Delaware	$290M	-$47.1M	2	16.5%	Reduced
415	Sterling Capital Management Charlotte, North Carolina	$290M	-$632K	11	2.8%	Reduced
416	Starboard Value New York	$289M	-$228M	3	8.79%	Reduced
417	MG Meritage Group San Francisco, California	$289M	$0	1	5.05%	Maintained
418	Huntington National Bank Columbus, Ohio	$288M	+$1.79M	31	4.63%	Increased
419	Avalon Investment & Advisory Houston, Texas	$287M	+$6.91M	8	6.36%	Increased
420	CCI Columbus Circle Investors	$287M	+$6.51M	9	7.67%	Increased
421	CC Cederberg Capital London, United Kingdom	$286M	+$76.9M	5	72.93%	Increased
422	MSA Mason Street Advisors Milwaukee, Wisconsin	$285M	-$3.46M	19	5.95%	Reduced
423	Amalgamated Bank New York	$283M	-$31.3M	32	6.61%	Reduced
424	RA Rovida Advisors Fort Lauderdale, Florida	$282M	+$9.84M	3	16.56%	Increased
425	Carson Wealth (CWM LLC) Omaha, Nebraska	$282M	+$5.85M	54	2.24%	Increased