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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	LGP Leonard Green & Partners Los Angeles, California	$499M	+$442M	1	10.25%	New
402	Markel Group Glen Allen, Virginia	$499M	+$2.54M	6	6.03%	Increased
403	Congress Asset Management Boston, Massachusetts	$498M	-$75.6M	7	4.41%	Reduced
404	Evercore Wealth Management New York	$498M	-$1.19M	7	9.32%	Reduced
405	ARK Investment Management St. Petersburg, Florida	$492M	-$131M	10	3.77%	Reduced
406	YC Yarbrough Capital Franklin, Tennessee	$491M	-$7.91M	8	28.84%	Reduced
407	Atalanta Sosnoff Capital New York	$490M	-$27.3M	5	14.52%	Reduced
408	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$488M	-$13.7M	1	83.95%	Reduced
409	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$488M	+$30.4M	13	5.28%	Increased
410	Johnson Investment Counsel Cincinnati, Ohio	$487M	-$8.56M	15	6.26%	Reduced
411	Yacktman Asset Management Austin, Texas	$481M	+$1.96M	3	4.74%	Increased
412	Cetera Investment Advisers Schaumburg, Illinois	$479M	-$23.7M	22	4.13%	Reduced
413	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$478M	+$443M	23	11.05%	Increased
414	AIM Allen Investment Management New York	$475M	+$1.25M	11	6.95%	Increased
415	DG Discerene Group Stamford, Connecticut	$475M	-$7.02M	5	58.46%	Reduced
416	Saturna Capital Bellingham, Washington	$474M	+$6.38M	5	8.39%	Increased
417	SG Americas Securities New York	$468M	+$105M	74	5.35%	Increased
418	IEQ Capital Foster City, California	$467M	-$136K	30	9.49%	Reduced
419	WA WFM Asia Road Town, Tortola, British Virgin Islands	$464M	+$13.9M	5	56.11%	Increased
420	TIAA Trust, National Association Charlotte, North Carolina	$464M	+$492M	10	1.67%	New
421	Wolverine Trading Chicago, Illinois	$461M	+$140M	45	0.47%	Increased
422	Bartlett & Co Wealth Management Cincinnati, Ohio	$460M	-$2.96M	13	8.25%	Reduced
423	Bartlett & Co Cincinnati, Ohio	$460M	-$2.96M	13	8.25%	Reduced
424	IHG Insight Holdings Group New York	$459M	+$965K	3	11.91%	Increased
425	Whittier Trust South Pasadena, California	$456M	+$5.09M	29	8.11%	Increased