← All themes

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	SAM Scopus Asset Management New York	$197M	+$168M	2	2.11%	Increased
427	CIP Champlain Investment Partners Burlington, Vermont	$196M	+$39M	2	2.4%	Increased
428	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$193M	-$11.5M	31	3.16%	Reduced
429	EAM EastBay Asset Management New York	$192M	+$47.4M	3	17.97%	Increased
430	Sentry Investments Toronto, Ontario, Canada	$192M	-$38.6M	3	1.4%	Reduced
431	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$192M	+$26.3M	5	9.55%	Increased
432	AGF Investments Inc Toronto, Ontario, Canada	$191M	-$16.5M	8	2.19%	Reduced
433	Mutual of America Capital Management New York	$191M	+$1.26M	12	3.3%	Increased
434	River Road Asset Management Louisville, Kentucky	$191M	+$24M	4	3.69%	Increased
435	Marshall Wace Asia Central, Hong Kong	$191M	+$88.2M	4	9.78%	Increased
436	Waverton Investment Management London, United Kingdom	$190M	+$915K	3	12.4%	Increased
437	SCH Sylebra Capital (HK) Hong Kong	$190M	-$39.3M	5	17.13%	Reduced
438	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$189M	+$49.6M	15	1.91%	Increased
439	PFU Parus Finance (UK) London, United Kingdom	$189M	-$4.72M	7	33.33%	Reduced
440	Jacobs Levy Equity Management Florham Park, New Jersey	$188M	-$33.6M	14	4.02%	Reduced
441	Simplex Trading Chicago, Illinois	$187M	+$103M	35	8.13%	Increased
442	SW SVB Wealth Boston, Massachusetts	$187M	+$8.28M	14	7.33%	Increased
443	Thompson Siegel & Walmsley Richmond, Virginia	$187M	+$5.36M	12	2.21%	Increased
444	Flossbach Von Storch Cologne, Germany	$186M	-$14.5M	6	2.12%	Reduced
445	SC Serenity Capital Palo Alto, California	$186M	+$26.1M	2	52.32%	Increased
446	ACM Atlanta Capital Management Atlanta, Georgia	$185M	-$11.7M	2	1.08%	Reduced
447	Driehaus Capital Management Chicago, Illinois	$185M	-$29.9M	15	6.78%	Reduced
448	MP Makaira Partners La Jolla, California	$184M	+$8.91M	1	24.1%	Increased
449	Norinchukin Bank Tokyo, Japan	$184M	+$6.59M	9	3.79%	Increased
450	Advisor Group Phoenix, Arizona	$184M	+$5.84M	50	3.24%	Increased