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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	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$139M	-$51M	4	2.95%	Reduced
427	DVC Deer VII & Co Larchmont, New York	$138M	+$152M	1	33.3%	New
428	KCM Kensico Capital Management Greenwich, Connecticut	$137M	-$46.2M	2	3.1%	Reduced
429	HCM Hoplite Capital Management New York	$135M	+$43.8M	1	3.79%	Increased
430	SM Seminole Management New York	$135M	+$126M	1	6.66%	Increased
431	Mondrian Investment Partners London, United Kingdom	$135M	-$64.2M	3	1.88%	Reduced
432	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$134M	-$19.4M	2	44.62%	Reduced
433	RCM Riverhead Capital Management Wilmington, Delaware	$134M	-$11.7M	7	3.56%	Reduced
434	Commerce Bank Kansas City, Missouri	$134M	-$4.61M	12	2.33%	Reduced
435	GTP Global Thematic Partners New York	$134M	-$93.2M	1	2.08%	Reduced
436	EPCM Eton Park Capital Management New York	$134M	-$109M	1	2.49%	Reduced
437	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$133M	-$7.42M	8	3.84%	Reduced
438	Haverford Trust Company Radnor, Pennsylvania	$133M	-$18M	4	3.74%	Reduced
439	KM Kylin Management New York	$132M	+$56.1M	4	18.17%	Increased
440	Huntington National Bank Columbus, Ohio	$132M	+$16.4M	18	3.49%	Increased
441	ESG Emerging Sovereign Group New York	$132M	+$120M	1	5.41%	New
442	Westwood Holdings Group Dallas, Texas	$132M	+$80.5M	4	1.02%	Increased
443	CCM Corsair Capital Management New York	$132M	+$22.3M	4	14.83%	Increased
444	CAM Contour Asset Management New York	$131M	+$51.4M	4	7.25%	Increased
445	Segall Bryant & Hamill Chicago, Illinois	$131M	-$3.43M	8	3.05%	Reduced
446	WI WBI Investments Red Bank, New Jersey	$131M	+$32.7M	3	5.77%	Increased
447	Santa Barbara Asset Management Los Angeles, California	$131M	-$412K	1	2.93%	Reduced
448	HH HSG Holding Na, Hong Kong	$129M	+$117M	1	71.55%	New
449	HL Financial Services Louisville, Kentucky	$128M	+$7.87M	6	3.9%	Increased
450	United Capital Financial Advisors Irving, Texas	$128M	+$2.42M	5	4.34%	Increased