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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	Nicholas Company Milwaukee, Wisconsin	$207M	+$5.05M	6	5.4%	Increased
427	South Dakota Investment Council Sioux Falls, South Dakota	$207M	-$80.9K	6	5.21%	Reduced
428	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$207M	-$11.7M	6	11.02%	Reduced
429	AC Alleghany Corporation New York	$206M	+$71.8M	2	7.34%	Increased
430	Comgest Global Investors Paris, France	$206M	+$73.2M	6	5.1%	Increased
431	B BP London, United Kingdom	$205M	-$38.3M	9	8.49%	Reduced
432	Banco Santander Madrid, Spain	$203M	+$67.9M	8	2.57%	Increased
433	Glenview Capital Management New York	$202M	-$129M	1	1.96%	Reduced
434	AEGON Asset Management (UK) Edinburgh, United Kingdom	$202M	-$19.3M	4	6.44%	Reduced
435	Rockefeller Capital Management New York	$202M	+$45.2M	13	3.53%	Increased
436	Caxton Associates (New York) New York	$201M	+$162M	4	31.87%	Increased
437	BCM Bares Capital Management Austin, Texas	$200M	+$9.78M	1	6.06%	Increased
438	Stephens Investment Management Group Houston, Texas	$196M	+$646K	8	4.64%	Increased
439	DCM Dupont Capital Management Wilmington, Delaware	$195M	+$11M	17	4.77%	Increased
440	TAM Tiverton Asset Management Wilimington, Delaware	$194M	+$20.8M	15	11.68%	Increased
441	SW SVB Wealth Boston, Massachusetts	$194M	+$6.19M	9	8.27%	Increased
442	DFO Duquesne Family Office New York	$193M	+$5.15M	3	11.2%	Increased
443	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$193M	-$3.71M	10	6%	Reduced
444	Williams Jones & Associates New York	$193M	-$7.99M	7	5.24%	Reduced
445	RP Regal Partners Sydney, NSW, Australia	$193M	+$35M	2	20.8%	Increased
446	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$192M	+$3.99M	39	3.24%	Increased
447	SCA Southpoint Capital Advisors New York	$192M	+$105M	2	9.29%	Increased
448	PIA Piedmont Investment Advisors Durham, North Carolina	$191M	+$2.36M	13	9.13%	Increased
449	Stockbridge Partners Boston, Massachusetts	$188M	+$51.7M	1	8.49%	Increased
450	DF Dent & Co Baltimore, Maryland	$187M	-$6.44M	8	4.67%	Reduced