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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	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$341M	+$20.1M	10	13.07%	Increased
402	Segall Bryant & Hamill Chicago, Illinois	$340M	-$23.7M	19	5.28%	Reduced
403	MVP Miller Value Partners Sarasota, Florida	$340M	+$68.9M	6	12.06%	Increased
404	Marsico Capital Management Denver, Colorado	$337M	-$75.7M	4	12.02%	Reduced
405	CLC Charles-Lim Capital Central, Hong Kong	$336M	-$71.7M	1	57%	Reduced
406	Davenport & Co Richmond, Virginia	$336M	-$16.7M	12	3.59%	Reduced
407	B BP London, United Kingdom	$336M	+$15.8M	18	11.31%	Increased
408	CBT Capital Bank & Trust Irvine, California	$334M	+$1.03M	22	4.33%	Increased
409	Huntington National Bank Columbus, Ohio	$330M	-$1.77M	34	4.97%	Reduced
410	RA Rovida Advisors Fort Lauderdale, Florida	$327M	+$3.66M	7	17.34%	Increased
411	Cardano Risk Management Rotterdam, Netherlands	$327M	+$113M	2	48.85%	Increased
412	Tocqueville Asset Management New York	$325M	-$138M	12	4.79%	Reduced
413	Advisors Asset Management Monument, Colorado	$325M	+$2.03M	31	5.7%	Increased
414	Dai-ichi Life Insurance Company Tokyo, Japan	$325M	-$5.95M	18	7.35%	Reduced
415	OAM Origin Asset Management London, United Kingdom	$324M	+$10.1M	6	26.95%	Increased
416	KM Kora Management Brooklyn, New York	$322M	$0	3	68.75%	Maintained
417	Penserra Capital Management Orinda, California	$318M	+$7.91M	51	20.58%	Increased
418	Blackhill Capital Morristown, New Jersey	$316M	-$2.61M	3	46.12%	Reduced
419	H Hexavest Montreal, Quebec, Canada	$316M	+$32.8M	8	3.85%	Increased
420	PIA Piedmont Investment Advisors Durham, North Carolina	$315M	+$3M	18	10.92%	Increased
421	Nicholas Company Milwaukee, Wisconsin	$314M	+$3.18M	7	6.63%	Increased
422	JCM JS Capital Management New York	$314M	-$4.65M	4	36.14%	Reduced
423	LCG Luxor Capital Group New York	$313M	-$122M	8	8.22%	Reduced
424	MCM Manchester Capital Management Manchester, Vermont	$313M	-$228K	11	34.16%	Reduced
425	PointState Capital New York	$312M	+$67.1M	2	5.66%	Increased