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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	WAM World Asset Management Detroit, Michigan	$145M	+$6.73M	12	4.35%	Increased
452	Snyder Capital Management San Francisco, California	$145M	-$14.3M	2	8.08%	Reduced
453	DILH Dai-ichi Life Holdings Tokyo, Japan	$144M	+$134K	8	4.3%	Increased
454	SGAM Smith Group Asset Management Dallas, Texas	$144M	-$4.3M	7	5.34%	Reduced
455	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$144M	-$1.91M	2	8.4%	Reduced
456	Placemark Investments Chicago, Illinois	$143M	-$3.78M	15	2.64%	Reduced
457	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$142M	-$1.33M	1	6.2%	Reduced
458	DSM Capital Partners Palm Beach Gardens, Florida	$142M	+$61.7M	3	2.81%	Increased
459	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$140M	+$128M	1	13.99%	Increased
460	Crawford Investment Counsel Atlanta, Georgia	$140M	+$2.31M	4	5.04%	Increased
461	TM Tiger Management New York	$139M	+$136M	4	36.74%	Increased
462	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$139M	-$7.61M	1	15.65%	Reduced
463	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$138M	+$28.4M	2	3.54%	Increased
464	ACP Ashfield Capital Partners San Francisco, California	$137M	+$10.1M	6	6.68%	Increased
465	Gotham Asset Management New York	$137M	+$6.56M	12	1.36%	Increased
466	Ninety One (UK) London, United Kingdom	$137M	-$41.2M	5	0.8%	Reduced
467	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$136M	-$6.09M	2	1.84%	Reduced
468	BM Bridger Management New York	$136M	+$24.2M	4	9.28%	Increased
469	RHBC R.H. Bluestein & Co Birmingham, Michigan	$136M	+$8.08M	5	8.52%	Increased
470	NCGI Next Century Growth Investors Plymouth, Minnesota	$136M	-$13M	8	4.81%	Reduced
471	AR Advisory Research Chicago, Illinois	$136M	+$4.08M	4	1.31%	Increased
472	Natixis Advisors Boston, Massachusetts	$136M	-$50.4M	14	2.72%	Reduced
473	WP Warburg Pincus New York	$135M	-$79.1M	1	0.73%	Reduced
474	New Mexico Educational Retirement Board Santa Fe, New Mexico	$134M	+$296K	7	5.43%	Increased
475	Creative Planning Overland Park, Kansas	$132M	+$13.6M	31	1.53%	Increased