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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	TCW Group Los Angeles, California	$540M	-$3.4M	12	5.47%	Reduced
427	Ossiam Paris, France	$536M	-$175M	21	9.39%	Reduced
428	DFO Duquesne Family Office New York	$534M	-$3.13M	4	12.18%	Reduced
429	AH Capital Management Menlo Park, California	$533M	-$104M	2	38.58%	Reduced
430	CFM Comprehensive Financial Management Los Gatos, California	$533M	$0	5	17.24%	Maintained
431	LSV Asset Management Chicago, Illinois	$529M	+$22.9M	9	1.1%	Increased
432	EP Wealth Advisors Torrance, California	$524M	+$17.9M	10	6.13%	Increased
433	Beacon Pointe Advisors Newport Beach, California	$524M	-$15M	17	5.83%	Reduced
434	John W. Bristol & Co New York	$523M	+$53M	2	8.91%	Increased
435	PIM Platinum Investment Management Sydney Australia 2000, Australia	$523M	-$47.2M	7	21.07%	Reduced
436	Whittier Trust South Pasadena, California	$522M	-$303K	27	7.6%	Reduced
437	Clal Insurance Tel-Aviv, Israel	$521M	+$88.4M	6	5.86%	Increased
438	ARK Investment Management St. Petersburg, Florida	$518M	-$76.3M	12	3.59%	Reduced
439	IHG Insight Holdings Group New York	$515M	+$3.29M	3	14.38%	Increased
440	MAI Capital Management Independence, Ohio	$514M	+$73.4M	13	5.33%	Increased
441	LGP Leonard Green & Partners Los Angeles, California	$512M	-$371M	1	9.32%	Reduced
442	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$511M	-$3.62M	1	91.48%	Reduced
443	Saturna Capital Bellingham, Washington	$510M	+$4.33M	5	7.04%	Increased
444	TIAA Trust, National Association Charlotte, North Carolina	$509M	-$3.89M	12	1.56%	Reduced
445	Johnson Investment Counsel Cincinnati, Ohio	$504M	-$12.9M	12	5.48%	Reduced
446	Diamond Hill Capital Management Columbus, Ohio	$501M	-$10.9M	2	2.04%	Reduced
447	Cubist Systematic Strategies Stamford, Connecticut	$498M	+$55.1M	64	2.83%	Increased
448	Capital Fund Management (CFM) Paris, France	$498M	-$65.7M	22	1.44%	Reduced
449	Douglass Winthrop Advisors New York	$498M	+$5.57M	11	10.26%	Increased
450	United Capital Financial Advisors Irving, Texas	$498M	-$25.6M	15	4.1%	Reduced