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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	Commerce Bank Kansas City, Missouri	$178M	-$898K	11	2.76%	Reduced
427	Apex Capital Management Dayton, Ohio	$177M	+$42.2M	10	4.16%	Increased
428	IHG Insight Holdings Group New York	$177M	-$84.7M	2	37.19%	Reduced
429	PEAK6 Group Chicago, Illinois	$175M	+$5.25M	22	1.34%	Increased
430	Jensen Investment Management Lake Oswego, Oregon	$175M	-$65.5M	2	2.68%	Reduced
431	Iconiq Capital San Francisco, California	$175M	+$5.22M	3	33.35%	Increased
432	LSCM Light Street Capital Management Palo Alto, California	$175M	+$9.06M	7	27.36%	Increased
433	MG Meritage Group San Francisco, California	$174M	-$157M	1	4.23%	Reduced
434	Davenport & Co Richmond, Virginia	$173M	+$478K	8	2.65%	Increased
435	MICM Matthews International Capital Management San Francisco, California	$172M	+$64M	4	6.01%	Increased
436	CEP Chicago Equity Partners Chicago, Illinois	$171M	+$17.8M	3	4.56%	Increased
437	RIM Rainier Investment Management Seattle, Washington	$170M	-$78.2M	3	3.41%	Reduced
438	Farallon Capital Management San Francisco, California	$169M	-$28.9M	4	2.47%	Reduced
439	CCM Cadian Capital Management New York	$169M	+$60.4M	5	4.54%	Increased
440	GAMCO Investors Greenwich, Connecticut	$168M	-$2.75M	11	0.88%	Reduced
441	Segall Bryant & Hamill Chicago, Illinois	$168M	+$8.51M	7	3.77%	Increased
442	Norinchukin Bank Tokyo, Japan	$166M	-$2.09M	8	4.02%	Reduced
443	CPCM Clifton Park Capital Management Wilmington, Delaware	$165M	-$9.53M	2	10.07%	Reduced
444	HL Financial Services Louisville, Kentucky	$165M	-$20.8M	8	4.43%	Reduced
445	Capital Fund Management (CFM) Paris, France	$164M	-$3.91M	14	2.24%	Reduced
446	TGA Trilogy Global Advisors Winter Park, Florida	$163M	-$14.4M	4	3.5%	Reduced
447	Martingale Asset Management Boston, Massachusetts	$162M	+$13.5M	11	3.88%	Increased
448	Huntington National Bank Columbus, Ohio	$161M	-$11.9M	19	3.94%	Reduced
449	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$161M	-$66.4M	14	2.87%	Reduced
450	LCG Luxor Capital Group New York	$160M	+$142M	1	2.59%	New