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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	Haverford Trust Company Radnor, Pennsylvania	$161M	-$25.9M	5	4.33%	Reduced
427	VFA Virtus Fund Advisers Hartford, Connecticut	$160M	-$76.8M	6	1.41%	Reduced
428	Melvin Capital Management New York	$160M	+$6.77M	3	7.56%	Increased
429	CM CS McKee Pittsburgh, Pennsylvania	$159M	-$8.03M	3	5.05%	Reduced
430	BPI Battery Partners IX Boston, Massachusetts	$159M	-$21.4M	1	60.49%	Reduced
431	DnB Asset Management Oslo, Norway	$159M	-$4.28M	9	3.4%	Reduced
432	Saturna Capital Bellingham, Washington	$158M	-$29.2M	8	4.88%	Reduced
433	Kornitzer Capital Management Shawnee Mission, Kansas	$158M	-$6.3M	10	2.58%	Reduced
434	RP RBS Partners Bay Harbor Islands, Florida	$157M	-$79.9K	1	10.8%	Reduced
435	GTP Global Thematic Partners New York	$157M	-$172M	3	3.15%	Reduced
436	Gotham Asset Management New York	$157M	-$101M	9	1.7%	Reduced
437	ArrowMark Colorado Holdings Denver, Colorado	$156M	-$1.59M	10	4.27%	Reduced
438	Alpha Wave Global New York	$154M	+$51.4M	2	9.96%	Increased
439	Commerce Bank Kansas City, Missouri	$154M	+$5.01M	10	2.57%	Increased
440	DILH Dai-ichi Life Holdings Tokyo, Japan	$153M	+$11.4M	11	4.79%	Increased
441	Zurich Insurance Group Zurich, Switzerland	$153M	+$13.4M	5	5.48%	Increased
442	Westwood Holdings Group Dallas, Texas	$152M	+$4.62M	6	1.32%	Increased
443	Cooke & Bieler Philadelphia, Pennsylvania	$151M	-$28.9M	3	3.33%	Reduced
444	Madison Investment Holdings Madison, Wisconsin	$151M	-$56.2M	6	3.27%	Reduced
445	FTCM Fir Tree Capital Management New York	$150M	+$6.8M	3	2.66%	Increased
446	DL Delta Lloyd Amsterdam, Netherlands	$150M	-$6.25M	10	5.17%	Reduced
447	CG Cutler Group San Francisco, California	$149M	+$160M	46	8.32%	New
448	Smead Capital Management Phoenix, Arizona	$149M	+$48.5M	2	6.63%	Increased
449	FAM Foxhaven Asset Management Charlottesville, Virginia	$148M	+$153K	3	16.02%	Increased
450	EA Euclid Advisors Hartford, Connecticut	$148M	+$75.4M	8	4.53%	Increased