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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
451	LCM Logan Capital Management Newtown Square, Pennsylvania	$85.8M	+$76.6M	4	6.91%	New
452	Santa Barbara Asset Management Los Angeles, California	$85.4M	+$92.7M	1	2.23%	New
453	CCM Cupps Capital Management Chicago, Illinois	$84.8M	+$74.2M	8	6.76%	New
454	USS Investment Management London, United Kingdom	$84.4M	+$88.5M	2	1.8%	New
455	TGCM Tukman Grossman Capital Management Larkspur, California	$84.1M	+$86.8M	1	4.32%	New
456	Aberdeen Asset Management Aberdeen, United Kingdom	$83.8M	+$87.7M	6	0.27%	New
457	Granahan Investment Management Waltham, Massachusetts	$83.6M	+$77.4M	4	2.41%	New
458	Jane Street New York	$83.5M	+$85.8M	20	1.43%	New
459	Apex Capital Management Dayton, Ohio	$83.5M	+$83.3M	9	4.05%	New
460	LT Lindsell Train London, United Kingdom	$83.1M	+$86.5M	1	18.86%	New
461	Numeric Investors Boston, Massachusetts	$82.5M	+$89M	7	1.65%	New
462	Martingale Asset Management Boston, Massachusetts	$81.4M	+$83.8M	12	3.01%	New
463	QGI Quadrangle GP Investors New York	$80M	+$78.4M	1	18.27%	New
464	Fort Washington Investment Advisors Cincinnati, Ohio	$79.9M	+$85.4M	7	1.84%	New
465	Spot Trading Chicago, Illinois	$79.7M	+$84.8M	9	0.48%	New
466	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$79.5M	+$79.8M	2	39.67%	New
467	CAM Coronation Asset Management Cape Town, South Africa	$79.4M	+$74.1M	4	10.78%	New
468	CC Colrain Capital Boston, Massachusetts	$79.4M	+$84.7M	3	5.79%	New
469	Bridgeway Capital Management Houston, Texas	$79M	+$80.7M	15	3.15%	New
470	SAM Sentinel Asset Management Montpelier, Vermont	$78.7M	+$83.1M	5	1.69%	New
471	CCM Conatus Capital Management Greenwich, Connecticut	$78.7M	+$75.5M	1	3.29%	New
472	Churchill Management Los Angeles, California	$77.8M	+$80.9M	3	3.63%	New
473	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$77.7M	+$82.2M	4	4.67%	New
474	Raymond James Financial Services Advisors St. Petersburg, Florida	$77.2M	+$82.5M	5	2.26%	New
475	GLG Inc New York	$76.8M	+$80.1M	8	1.88%	New