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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	Swiss Life Asset Management Zurich,	$603M	-$31.9M	10	8.37%	Reduced
402	SCM Suvretta Capital Management New York	$603M	-$318M	4	10.16%	Reduced
403	Mutual of America Capital Management New York	$597M	+$112K	22	5.92%	Increased
404	Regions Financial Corp Birmingham, Alabama	$597M	+$4.41M	17	5.16%	Increased
405	Kestra Advisory Services Austin, Texas	$597M	+$27.4M	33	5.97%	Increased
406	MP Marcho Partners London, United Kingdom	$593M	+$22.4M	5	37.25%	Increased
407	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$583M	+$10.6M	19	5.77%	Increased
408	ACM Alua Capital Management New York	$582M	$0	2	30.01%	Maintained
409	ESCM Echo Street Capital Management New York	$581M	-$1.76M	14	4.08%	Reduced
410	MC Martin Currie Edinburgh, United Kingdom	$580M	+$101M	5	17.77%	Increased
411	Marsico Capital Management Denver, Colorado	$580M	-$99.3M	10	17.77%	Reduced
412	MUFG Securities EMEA London, United Kingdom	$577M	-$182M	8	6.49%	Reduced
413	Advisors Asset Management Monument, Colorado	$575M	-$12.3M	37	8.68%	Reduced
414	Segall Bryant & Hamill Chicago, Illinois	$574M	+$24.8M	18	5.49%	Increased
415	Balyasny Asset Management Chicago, Illinois	$571M	+$12.6M	45	2.38%	Increased
416	OC Oakmont Corp Los Angeles, California	$568M	+$1.37M	6	43.98%	Increased
417	Wolverine Trading Chicago, Illinois	$563M	+$342M	64	0.64%	Increased
418	CAM Contour Asset Management New York	$556M	+$34.5M	4	24.27%	Increased
419	Cincinnati Financial Corp Fairfield, Ohio	$556M	$0	1	13.66%	Maintained
420	MML Investors Services Springfield, Massachusetts	$555M	+$25.2M	30	4.41%	Increased
421	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$552M	+$45.4M	23	11.92%	Increased
422	Thornburg Investment Management Santa Fe, New Mexico	$551M	-$3.88M	14	6.76%	Reduced
423	AE Wealth Management Topeka, Kansas	$549M	+$25.9M	25	4.52%	Increased
424	Mercer Global Advisors Denver, Colorado	$546M	+$15.4M	29	3.81%	Increased
425	Atalanta Sosnoff Capital New York	$546M	-$27.3M	5	12.77%	Reduced