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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	LT Lindsell Train London, United Kingdom	$140M	+$22.1M	1	16.63%	Increased
427	Crawford Investment Counsel Atlanta, Georgia	$140M	-$1.14M	4	4.94%	Reduced
428	UBS O'Connor Chicago, Illinois	$140M	+$70.9M	7	0.89%	Increased
429	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$139M	+$119M	1	14.46%	Increased
430	ArrowMark Colorado Holdings Denver, Colorado	$138M	+$33.2M	9	3.95%	Increased
431	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$138M	-$71.2K	2	8.08%	Reduced
432	HL Financial Services Louisville, Kentucky	$138M	-$2.75M	7	4.02%	Reduced
433	AC Axon Capital New York	$138M	$0	1	7.37%	Maintained
434	BM Bridger Management New York	$137M	+$53.8M	4	9.62%	Increased
435	Scharf Investments Los Gatos, California	$136M	+$5.14M	2	5.3%	Increased
436	Sit Investment Associates Minneapolis, Minnesota	$136M	-$23.6M	7	2.32%	Reduced
437	DILH Dai-ichi Life Holdings Tokyo, Japan	$136M	-$21.5M	9	4.24%	Reduced
438	Balyasny Asset Management Chicago, Illinois	$136M	+$27.4M	6	1.53%	Increased
439	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$135M	$0	1	15.34%	Maintained
440	Mairs & Power Inc St Paul, Minnesota	$134M	+$3.99M	4	1.9%	Increased
441	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$132M	+$1.51M	1	4.91%	Increased
442	WAM World Asset Management Detroit, Michigan	$132M	-$3.07M	15	4.01%	Reduced
443	OCAM Owl Creek Asset Management New York	$131M	+$130M	1	6.45%	New
444	ESG Emerging Sovereign Group New York	$131M	-$119M	1	4.26%	Reduced
445	OMERS Administration Corp Toronto, Ontario, Canada	$131M	-$102M	8	4.24%	Reduced
446	Mondrian Investment Partners London, United Kingdom	$131M	+$843K	3	1.83%	Increased
447	FP FPR Partners San Francisco, California	$130M	-$11.4M	1	4.27%	Reduced
448	B BP London, United Kingdom	$130M	+$3.37M	8	4.1%	Increased
449	Gotham Asset Management New York	$130M	+$2.27M	14	1.62%	Increased
450	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$127M	+$134M	2	39.29%	New