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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	Atreides Management Boston, Massachusetts	$497M	+$149M	4	12.77%	Increased
402	AIM Allen Investment Management New York	$495M	-$4.06M	12	7.28%	Reduced
403	Whittier Trust South Pasadena, California	$493M	-$15.5M	28	8.57%	Reduced
404	WA WFM Asia Road Town, Tortola, British Virgin Islands	$493M	+$7.34M	4	53.33%	Increased
405	Wasatch Advisors Salt Lake City, Utah	$491M	+$49.2M	9	2.97%	Increased
406	MUFG Bank Tokyo 100-8388,, Japan	$490M	$0	1	24.99%	Maintained
407	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$487M	+$23.1M	22	10.77%	Increased
408	FCI Financial Counselors Inc Overland Park, Kansas	$486M	-$1.36M	11	9.87%	Reduced
409	ESCM Echo Street Capital Management New York	$485M	+$23.7M	11	4.15%	Increased
410	GGHC Gilder Gagnon Howe & Co New York	$485M	-$7.36M	15	6.63%	Reduced
411	UMB Bank Kansas City, Missouri	$480M	+$30.7M	27	7.28%	Increased
412	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$475M	-$7.96M	8	16.99%	Reduced
413	LGT Group Foundation Vaduz, Liechtenstein	$474M	+$12.2M	9	11.49%	Increased
414	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$474M	+$16.2M	57	4.65%	Increased
415	Segall Bryant & Hamill Chicago, Illinois	$472M	-$13.8M	11	4.94%	Reduced
416	SW SVB Wealth Boston, Massachusetts	$472M	-$76.2M	23	8.52%	Reduced
417	Yacktman Asset Management Austin, Texas	$471M	+$1.15M	3	4.46%	Increased
418	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$471M	-$15.8M	11	4.92%	Reduced
419	EP Wealth Advisors Torrance, California	$468M	+$823M	10	6.74%	Increased
420	Connectus Wealth Cincinnati, Ohio	$467M	+$130M	15	10.76%	Increased
421	AssetMark Inc Concord, California	$466M	+$59.1M	24	1.83%	Increased
422	FineMark National Bank & Trust Fort Myers, Florida	$462M	-$3.27M	8	18.98%	Reduced
423	Manning & Napier Group Fairport, New York	$459M	-$165M	5	5.24%	Reduced
424	WI Wafra Inc New York	$456M	+$205K	4	14.95%	Increased
425	Varma Mutual Pension Insurance Co Helsinki, Finland	$455M	+$28.4M	5	5.45%	Increased