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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	DFO Duquesne Family Office New York	$568M	-$58.8M	5	24.64%	Reduced
402	Advisors Asset Management Monument, Colorado	$560M	-$17.2M	40	8.63%	Reduced
403	Haverford Trust Company Radnor, Pennsylvania	$554M	-$12.1M	6	6.4%	Reduced
404	PIM Platinum Investment Management Sydney Australia 2000, Australia	$543M	+$19.4M	9	16.69%	Increased
405	Steward Partners Investment Advisory New York	$542M	+$604K	61	8.38%	Increased
406	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$540M	+$167M	2	10.02%	Increased
407	Lyrical Asset Management New York	$538M	+$216M	3	7.43%	Increased
408	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$537M	+$13.7M	24	11.35%	Increased
409	TIAA FSB Jacksonville, Florida	$534M	+$7.84M	7	1.85%	Increased
410	HMP HS Management Partners New York	$533M	-$155M	3	15.35%	Reduced
411	Cardano Risk Management Rotterdam, Netherlands	$532M	+$126M	2	48.33%	Increased
412	FineMark National Bank & Trust Fort Myers, Florida	$531M	-$18.3M	7	20.98%	Reduced
413	Marsico Capital Management Denver, Colorado	$531M	-$6.48M	9	18.49%	Reduced
414	LT Lindsell Train London, United Kingdom	$525M	-$16.7M	2	8.27%	Reduced
415	TCG Tremblant Capital Group West Palm Beach, Florida	$518M	+$208M	6	18.42%	Increased
416	Cullen/Frost Bankers San Antonio, Texas	$515M	+$2.02M	22	10.02%	Increased
417	Capital Group Private Client Services Los Angeles, California	$511M	+$42M	5	5.59%	Increased
418	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$510M	-$3.11M	8	16.84%	Reduced
419	Comgest Global Investors Paris, France	$510M	-$148M	6	7.97%	Reduced
420	Clal Insurance Tel-Aviv, Israel	$509M	-$129M	10	5.37%	Reduced
421	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$509M	+$11.1M	10	10.34%	Increased
422	Tocqueville Asset Management New York	$505M	-$15.3M	13	7.63%	Reduced
423	Rafferty Asset Management New York	$505M	-$120M	38	2.99%	Reduced
424	Cetera Advisor Networks El Segundo, California	$501M	+$6.21M	28	6.08%	Increased
425	MUFG Bank Tokyo 100-8388,, Japan	$500M	$0	1	46.71%	Maintained