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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	B BP London, United Kingdom	$116M	+$6.27M	7	3.86%	Increased
452	PP PDT Partners New York	$116M	+$106M	20	2.79%	Increased
453	Alpha Wave Global New York	$115M	+$52.3M	3	7.45%	Increased
454	MI Markston International White Plains, New York	$115M	+$271K	4	7.23%	Increased
455	DL Delta Lloyd Amsterdam, Netherlands	$115M	+$3.28M	9	3.9%	Increased
456	Geneva Capital Management Milwaukee, Wisconsin	$115M	-$2.43M	4	2.68%	Reduced
457	DF Dent & Co Baltimore, Maryland	$113M	+$19.3M	3	2.65%	Increased
458	Spot Trading Chicago, Illinois	$112M	-$25.7M	18	0.63%	Reduced
459	ArrowMark Colorado Holdings Denver, Colorado	$112M	+$599K	8	3.64%	Increased
460	Stephens Investment Management Group Houston, Texas	$112M	+$28.4M	8	3.41%	Increased
461	GIG Goodnow Investment Group Darien, Connecticut	$112M	+$10.2M	4	17.57%	Increased
462	Whale Rock Capital Management Boston, Massachusetts	$111M	-$665K	4	18.72%	Reduced
463	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$111M	+$9.32M	1	13.97%	Increased
464	Scout Investments Kansas City, Missouri	$109M	-$36.2M	4	1.25%	Reduced
465	TAA Turiya Advisors Asia Hong Kong	$108M	+$7.16M	1	10.18%	Increased
466	Scharf Investments Los Gatos, California	$108M	+$6.78M	1	4.8%	Increased
467	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$108M	+$11.1M	1	4.21%	Increased
468	SPC Standard Pacific Capital San Francisco, California	$107M	+$71.2M	4	15.42%	Increased
469	Allstate Corporation Northbrook, Illinois	$107M	+$67.6M	4	3.46%	Increased
470	PC Perry Capital New York	$106M	+$78.8M	1	2.98%	Increased
471	Rothschild & Co Asset Management US Stamford, Connecticut	$106M	-$2.14M	3	2.36%	Reduced
472	Norinchukin Bank Tokyo, Japan	$104M	+$3.97M	9	2.96%	Increased
473	Segall Bryant & Hamill Chicago, Illinois	$104M	-$14.7M	7	2.48%	Reduced
474	CC Coastland Capital Palo Alto, California	$103M	+$62.3M	3	4.17%	Increased
475	Bridgeway Capital Management Houston, Texas	$102M	+$599K	19	2.91%	Increased