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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	USS Investment Management London, United Kingdom	$99.6M	$0	2	1.86%	Maintained
452	LT Lindsell Train London, United Kingdom	$98.9M	+$8.98M	1	19.76%	Increased
453	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$98.6M	-$139M	3	0.74%	Reduced
454	TGCM Tukman Grossman Capital Management Larkspur, California	$97.7M	+$14.6M	1	5.37%	Increased
455	CCM Corsair Capital Management New York	$97.2M	+$41.9M	4	12.67%	Increased
456	LI LMCG Investments Boston, Massachusetts	$96.5M	-$4.53M	10	2.33%	Reduced
457	MUFG Americas New York	$96.1M	-$49.2M	10	3.3%	Reduced
458	MSU Maple Securities USA Jersey City, New Jersey	$94.9M	+$37.8M	10	7.55%	Increased
459	Apex Capital Management Dayton, Ohio	$94.8M	-$621K	9	4.15%	Reduced
460	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$94.8M	-$16.4M	2	5.94%	Reduced
461	Virtu KCG Holdings New York	$94.2M	+$91.2M	25	1.2%	New
462	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$94.2M	+$56.4M	1	0.15%	Increased
463	SAM Shell Asset Management The Hague, Netherlands	$94M	+$21.4K	9	1.73%	Increased
464	Scharf Investments Los Gatos, California	$94M	+$4.26M	1	4.44%	Increased
465	TBC Tweedy, Browne Co Stamford, Connecticut	$93.5M	-$8.32K	1	2.25%	Reduced
466	SCM Steadfast Capital Management New York	$93.1M	-$59.8M	2	2.43%	Reduced
467	Geneva Capital Management Milwaukee, Wisconsin	$92.9M	-$9.59M	4	2.21%	Reduced
468	FCIM Fairview Capital Investment Management Greenbrae, California	$91.7M	-$2.13M	4	8.74%	Reduced
469	BM Bridger Management New York	$91.3M	+$63.9M	2	6.53%	Increased
470	SSG Summit Securities Group New York	$91M	+$59.9M	4	31%	Increased
471	GIG Goodnow Investment Group Darien, Connecticut	$90.4M	+$25.3M	4	14.71%	Increased
472	Capstone Investment Advisors New York	$90.2M	-$38.6M	1	0.91%	Reduced
473	Samlyn Capital New York	$90.2M	+$29.5M	1	2.52%	Increased
474	CCM Cantillon Capital Management New York	$90.1M	+$89.6M	1	2.35%	New
475	First Citizens Bank & Trust Raleigh, North Carolina	$89.3M	+$2.85M	14	3.41%	Increased