← 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	MVP Miller Value Partners Sarasota, Florida	$449M	+$43.8M	8	19.95%	Increased
402	Bridgewater Associates Westport, Connecticut	$446M	+$291M	16	7.48%	Increased
403	Barings Charlotte, North Carolina	$444M	$0	13	14.83%	Maintained
404	AKO Capital London, United Kingdom	$444M	+$119M	1	7.74%	Increased
405	Select Equity Group New York	$442M	-$322M	3	2.54%	Reduced
406	MSA Mason Street Advisors Milwaukee, Wisconsin	$442M	-$3.44M	21	8.88%	Reduced
407	Davenport & Co Richmond, Virginia	$440M	-$36.7M	13	5.36%	Reduced
408	Hosking Partners London, United Kingdom	$438M	-$85M	8	13.48%	Reduced
409	CCM Cadian Capital Management New York	$436M	-$198M	5	18.12%	Reduced
410	Tocqueville Asset Management New York	$435M	-$27.3M	12	9.06%	Reduced
411	Boston Trust Walden Boston, Massachusetts	$430M	-$14.1M	7	5.81%	Reduced
412	TLA Tree Line Advisors Central, Hong Kong	$429M	-$28.1M	3	75.45%	Reduced
413	CA Cullinan Associates Louisville, Kentucky	$428M	-$8.89M	8	29.99%	Reduced
414	Cincinnati Financial Corp Fairfield, Ohio	$426M	$0	1	14.3%	Maintained
415	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$425M	+$12M	13	5.87%	Increased
416	EC Eminence Capital New York	$425M	-$136M	5	4.22%	Reduced
417	Aristotle Capital Management Los Angeles, California	$425M	-$1.24M	3	1.43%	Reduced
418	Capital International Inc Los Angeles, California	$424M	-$82.9M	6	5.17%	Reduced
419	CAPTRUST Financial Advisors Raleigh, North Carolina	$421M	+$51.8M	43	6.94%	Increased
420	FineMark National Bank & Trust Fort Myers, Florida	$420M	-$4.3M	8	23.18%	Reduced
421	Altshuler Shaham Tel Aviv, Israel	$418M	+$289M	12	12.57%	Increased
422	PointState Capital New York	$417M	+$6.41M	7	12.58%	Increased
423	Riverbridge Partners Minneapolis, Minnesota	$417M	-$77.6K	5	6.55%	Reduced
424	MVIP Mar Vista Investment Partners Los Angeles, California	$413M	-$11.9M	3	11.27%	Reduced
425	BPIH Broad Peak Investment Holdings Singapore	$412M	+$45.1M	5	33.88%	Increased