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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	Tocqueville Asset Management New York	$509M	+$3.01M	13	7.84%	Increased
427	TIAM TT International Asset Management London, United Kingdom	$508M	-$138M	6	20.24%	Reduced
428	Barings Charlotte, North Carolina	$507M	-$64.9M	13	12.54%	Reduced
429	GIG Goodnow Investment Group Darien, Connecticut	$507M	-$21.7M	4	46.24%	Reduced
430	GCGM General Catalyst Group Management Cambridge, Massachusetts	$503M	-$228M	3	19.45%	Reduced
431	Kestra Advisory Services Austin, Texas	$500M	-$108M	30	6.35%	Reduced
432	ING Group Amsterdam, Netherlands	$500M	+$60.5M	9	10.36%	Increased
433	Atalanta Sosnoff Capital New York	$498M	-$44M	6	12.31%	Reduced
434	Lyrical Asset Management New York	$497M	+$321M	2	5.84%	Increased
435	BC BIT Capital Berlin, Germany	$494M	+$114M	12	38.88%	Increased
436	CCM Coliseum Capital Management Rowayton, Connecticut	$494M	+$70M	2	37%	Increased
437	Steward Partners Investment Advisory New York	$491M	+$82M	61	8.62%	Increased
438	TI Truxt Investmentos Rio De Janeiro, Brazil	$489M	+$552M	3	34.04%	New
439	CA Cullinan Associates Louisville, Kentucky	$484M	+$9.03M	7	27.86%	Increased
440	Tower Research Capital (TRC) New York	$483M	+$368M	106	8.12%	Increased
441	Daiwa Securities Group Tokyo, Japan	$481M	+$55.5M	36	3.57%	Increased
442	Cincinnati Financial Corp Fairfield, Ohio	$480M	$0	1	12.45%	Maintained
443	SW SVB Wealth Boston, Massachusetts	$480M	+$9.23M	15	6.68%	Increased
444	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$477M	+$13.8M	56	5.27%	Increased
445	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$470M	-$23.4M	18	10.36%	Reduced
446	CM Conifer Management New York	$470M	+$257M	3	28.88%	Increased
447	Laurion Capital Management New York	$468M	+$400M	21	2.53%	Increased
448	Evercore Wealth Management New York	$468M	+$1.9M	8	9.26%	Increased
449	OC Oakmont Corp Los Angeles, California	$468M	+$24.1M	6	41.09%	Increased
450	Williams Jones Wealth Management New York	$465M	+$13M	12	7.27%	Increased