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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	Groupe la Francaise Paris, France	$723M	+$109M	11	11.68%	Increased
427	Whittier Trust South Pasadena, California	$723M	+$45.7M	24	8.71%	Increased
428	MUFG Bank Tokyo 100-8388,, Japan	$719M	$0	1	25.05%	Maintained
429	Magellan Asset Management Sydney, Australia	$717M	-$185M	2	8.2%	Reduced
430	WA WFM Asia Road Town, Tortola, British Virgin Islands	$715M	+$3.52M	4	76.9%	Increased
431	London Company of Virginia Richmond, Virginia	$713M	-$138M	5	4.04%	Reduced
432	Evercore Wealth Management New York	$705M	-$11.4M	8	10.96%	Reduced
433	Clark Capital Management Group Philadelphia, Pennsylvania	$703M	+$10.3M	8	4.87%	Increased
434	SCM Steadfast Capital Management New York	$701M	+$333M	7	12.52%	Increased
435	Banque Transatlantique Paris, France	$698M	-$631K	11	19.25%	Reduced
436	Maverick Capital Dallas, Texas	$697M	-$26M	19	10.47%	Reduced
437	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$697M	+$73M	4	7.41%	Increased
438	Walleye Capital New York	$696M	-$260M	54	2.7%	Reduced
439	Sequoia Financial Advisors Akron, Ohio	$695M	+$30.1M	25	4.75%	Increased
440	MAI Capital Management Independence, Ohio	$691M	+$4.07M	67	4.77%	Increased
441	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$688M	+$24M	19	10.03%	Increased
442	CCP Camelot Capital Partners Laguna Beach, California	$686M	-$4.41M	1	100%	Reduced
443	Bridges Investment Management Omaha, Nebraska	$685M	-$17.5M	11	9.26%	Reduced
444	Cullen/Frost Bankers San Antonio, Texas	$684M	+$3.77M	27	8.57%	Increased
445	John W. Bristol & Co New York	$684M	+$28.1M	3	11.07%	Increased
446	Burgundy Asset Management Toronto, Ontario, Canada	$681M	-$19.1M	7	6.63%	Reduced
447	Johnson Investment Counsel Cincinnati, Ohio	$680M	+$10.1M	14	6.09%	Increased
448	Cresset Asset Management Chicago, Illinois	$680M	-$216M	24	3.38%	Reduced
449	Wealthfront Advisers Palo Alto, California	$676M	+$12.4M	17	1.74%	Increased
450	Kayne Anderson Rudnick Investment Management Los Angeles, California	$672M	-$639K	23	1.6%	Reduced