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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	GGHC Gilder Gagnon Howe & Co New York	$691M	-$16.3M	11	9.02%	Reduced
427	Evercore Wealth Management New York	$689M	+$50.3M	7	11.07%	Increased
428	Mirova US Boston, Massachusetts	$685M	+$22.1M	2	8.14%	Increased
429	CFM Comprehensive Financial Management Los Gatos, California	$684M	$0	5	21.53%	Maintained
430	MAI Capital Management Independence, Ohio	$682M	+$8.31M	53	5.14%	Increased
431	KCMH Kontiki Capital Management (HK) Hong Kong	$682M	+$96.1M	3	49.05%	Increased
432	Woodline Partners San Francisco, California	$681M	+$174M	23	4.43%	Increased
433	Mizuho Markets Americas New York	$680M	+$505M	7	13.95%	Increased
434	Clark Capital Management Group Philadelphia, Pennsylvania	$676M	+$17.6M	10	4.85%	Increased
435	Cullen/Frost Bankers San Antonio, Texas	$674M	-$127K	22	9.44%	Reduced
436	TIAA Trust, National Association Charlotte, North Carolina	$671M	+$27.6M	12	2.09%	Increased
437	Rokos Capital Management (UK) London, United Kingdom	$671M	+$510M	3	6.94%	Increased
438	Whittier Trust South Pasadena, California	$670M	+$792K	25	9.34%	Increased
439	Johnson Investment Counsel Cincinnati, Ohio	$667M	+$8.86M	13	6.43%	Increased
440	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$663M	-$16.9M	10	5.87%	Reduced
441	Employees Provident Fund Board Shah Alam, Malaysia	$657M	+$110M	4	7.46%	Increased
442	Banque Transatlantique Paris, France	$655M	-$109M	13	19.8%	Reduced
443	WA WFM Asia Road Town, Tortola, British Virgin Islands	$652M	+$350K	4	72.81%	Increased
444	Douglass Winthrop Advisors New York	$650M	+$87.9M	13	12.37%	Increased
445	C WorldWide Group Copenhagen, Denmark	$649M	-$11.9M	4	8.06%	Reduced
446	Sequoia Financial Advisors Akron, Ohio	$648M	+$52M	24	4.99%	Increased
447	MUFG Bank Tokyo 100-8388,, Japan	$647M	$0	1	24.42%	Maintained
448	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$646M	+$45.7M	18	13.19%	Increased
449	Rakuten Investment Management Tokyo, Japan	$642M	+$694M	22	2.94%	New
450	Boston Trust Walden Boston, Massachusetts	$641M	+$2.15M	7	4.68%	Increased