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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	Cincinnati Financial Corp Fairfield, Ohio	$297M	$0	1	11.9%	Maintained
427	SG Americas Securities New York	$290M	-$420M	60	2.72%	Reduced
428	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$290M	+$2.06M	13	4.86%	Increased
429	Freestone Capital Holdings Seattle, Washington	$287M	-$22.6M	10	6.22%	Reduced
430	CBT Capital Bank & Trust Irvine, California	$287M	-$32.2M	25	4.83%	Reduced
431	Private Advisor Group Morristown, New Jersey	$286M	+$16.3M	15	5.24%	Increased
432	VCM Valiant Capital Management San Francisco, California	$283M	+$8.4M	3	29.37%	Increased
433	Carson Wealth (CWM LLC) Omaha, Nebraska	$282M	-$163	54	2.24%	Reduced
434	PCM Palestra Capital Management New York	$281M	+$167M	2	9.09%	Increased
435	Evercore Wealth Management New York	$276M	-$5.56M	6	9.1%	Reduced
436	JCM JS Capital Management New York	$275M	+$26.9M	5	34.64%	Increased
437	MG Meritage Group San Francisco, California	$274M	-$54.5M	2	7.44%	Reduced
438	CG Cutler Group San Francisco, California	$274M	+$77M	48	14.07%	Increased
439	Skye Global Management West Palm Beach, Florida	$273M	+$120M	11	21.38%	Increased
440	Wasatch Advisors Salt Lake City, Utah	$271M	+$55.4M	9	2.82%	Increased
441	DF Dent & Co Baltimore, Maryland	$270M	-$12.7M	7	5.21%	Reduced
442	Markel Group Glen Allen, Virginia	$268M	+$1.16M	2	5.05%	Increased
443	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$265M	-$5.25M	45	4.62%	Reduced
444	DCM Dupont Capital Management Wilmington, Delaware	$265M	+$26.6M	20	6.3%	Increased
445	TLA Tree Line Advisors Central, Hong Kong	$264M	+$22M	3	76.91%	Increased
446	Castle Hook Partners New York	$264M	+$143M	2	26.77%	Increased
447	Dorsal Capital Management Redwood City, California	$264M	+$91.8M	3	21.34%	Increased
448	NONA Ninety One North America New York	$262M	+$85.8M	5	21.76%	Increased
449	Quilter Plc London, United Kingdom	$262M	+$11.3M	10	17.33%	Increased
450	AIM AIA Investment Management Singapore	$261M	+$27.5M	16	53.95%	Increased