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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	Kestra Advisory Services Austin, Texas	$651M	-$28.2M	30	6.59%	Reduced
402	WA WFM Asia Road Town, Tortola, British Virgin Islands	$645M	-$41.3M	5	57.15%	Reduced
403	Clear Street New York	$645M	+$663M	6	17.74%	New
404	AE Wealth Management Topeka, Kansas	$643M	+$20.6M	27	4.48%	Increased
405	Atalanta Sosnoff Capital New York	$633M	+$8.07M	5	13.65%	Increased
406	HCS Himension Capital (Singapore) Singapore	$625M	+$114M	4	47.81%	Increased
407	SW SVB Wealth Boston, Massachusetts	$625M	+$12.3M	17	10.25%	Increased
408	MML Investors Services Springfield, Massachusetts	$623M	+$9.59M	27	4.48%	Increased
409	Laurion Capital Management New York	$622M	+$371M	16	6.29%	Increased
410	M&G Investment Management London, United Kingdom	$622M	-$735M	23	1.61%	Reduced
411	Advisors Asset Management Monument, Colorado	$617M	-$16.2M	40	8.8%	Reduced
412	MP Marcho Partners London, United Kingdom	$603M	+$117M	5	43.59%	Increased
413	Williams Jones Wealth Management New York	$603M	-$4.91M	10	7.53%	Reduced
414	Ruane, Cunniff & Goldfarb New York	$602M	+$183M	4	5.14%	Increased
415	YC Yarbrough Capital Franklin, Tennessee	$601M	+$565M	16	32.2%	New
416	Stockbridge Partners Boston, Massachusetts	$599M	+$42.3M	3	12.1%	Increased
417	Axiom Investors Greenwich, Connecticut	$599M	-$278M	9	11.01%	Reduced
418	Parallax Volatility Advisers San Francisco, California	$597M	-$186M	38	0.54%	Reduced
419	PIM Platinum Investment Management Sydney Australia 2000, Australia	$595M	-$31.8M	9	16.55%	Reduced
420	Evercore Wealth Management New York	$588M	-$4.55M	7	9.56%	Reduced
421	Atreides Management Boston, Massachusetts	$586M	+$21.1M	5	18.31%	Increased
422	Markel Group Glen Allen, Virginia	$584M	+$47.1M	4	6.69%	Increased
423	Segall Bryant & Hamill Chicago, Illinois	$583M	-$29.2M	18	5.39%	Reduced
424	Marsico Capital Management Denver, Colorado	$579M	-$36M	9	16.88%	Reduced
425	LGT Group Foundation Vaduz, Liechtenstein	$579M	+$556M	9	14.9%	New