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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
426	Mairs & Power Inc St Paul, Minnesota	$97.6M	+$96.8M	3	1.86%	New
427	Winton Capital Management London, United Kingdom	$96.2M	+$99.2M	7	1.16%	New
428	Orbis Holdings Hamilton, Bermuda	$95.9M	+$96.1M	1	0.76%	New
429	London Company of Virginia Richmond, Virginia	$95.8M	+$100M	2	1.4%	New
430	KCM Kames Capital Management Edinburgh, United Kingdom	$94.9M	+$103M	3	3.34%	New
431	B BP London, United Kingdom	$94.8M	+$97.2M	6	5.74%	New
432	Mutual of America Capital Management New York	$94.5M	+$98.5M	10	2.79%	New
433	TBC Tweedy, Browne Co Stamford, Connecticut	$94.2M	+$97.2M	1	2.35%	New
434	WPSC W.P. Stewart & Co New York	$94.1M	+$102M	1	5.01%	New
435	BB&T Securities Richmond, Virginia	$93.3M	+$96.9M	5	3.05%	New
436	FCIM Fairview Capital Investment Management Greenbrae, California	$91.6M	+$89.8M	4	9.43%	New
437	LI LMCG Investments Boston, Massachusetts	$91.5M	+$91.6M	10	2.4%	New
438	HL Financial Services Louisville, Kentucky	$91.5M	+$96.8M	4	3.37%	New
439	Huntington National Bank Columbus, Ohio	$91.5M	+$96.3M	15	2.85%	New
440	SAM Shell Asset Management The Hague, Netherlands	$91.2M	+$92.8M	7	1.74%	New
441	Jupiter Asset Management London, United Kingdom	$90.7M	+$96M	4	4.05%	New
442	Geneva Capital Management Milwaukee, Wisconsin	$90.6M	+$92.8M	5	1.81%	New
443	SCM Steadfast Capital Management New York	$90.2M	+$74.7M	2	2.63%	New
444	ACM Argent Capital Management St Louis, Missouri	$89.9M	+$91.9M	4	5.75%	New
445	Mirae Asset Global Investments Seoul, South Korea	$88.2M	+$86.6M	7	4.68%	New
446	ACM Andor Capital Management Rye Brook, New York	$88M	+$88.9M	3	12.94%	New
447	Oregon Public Employees Retirement Fund Tigard, Oregon	$87.9M	+$91.6M	9	3.76%	New
448	CBU CIBC Bank USA Chicago, Illinois	$87.9M	+$92.6M	7	5.17%	New
449	DCM Daruma Capital Management New York	$87M	+$76.3M	1	4.24%	New
450	Rockefeller Financial Services New York	$85.9M	+$88.7M	4	2.06%	New