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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	GW&K Investment Management Boston, Massachusetts	$157M	+$7.61M	5	2.96%	Increased
452	CI Global Investments Oakland, California	$156M	+$52.9M	6	3.64%	Increased
453	Crossmark Global Holdings Houston, Texas	$156M	+$118M	19	4.03%	New
454	Andra AP-fonden Goteborg, Sweden	$155M	+$5.14M	12	4.15%	Increased
455	FP FPR Partners San Francisco, California	$155M	+$35.3M	1	3.49%	Increased
456	LCS Levin Capital Strategies New York	$155M	-$94.6M	4	2.27%	Reduced
457	Mutual of America Capital Management New York	$155M	+$2.67M	11	3.1%	Increased
458	Capital International Sarl Los Angeles, California	$154M	+$31.2M	6	13.04%	Increased
459	Första AP-fonden Stockholm, Sweden	$154M	+$122M	2	4.27%	Increased
460	MC Martin Currie Edinburgh, United Kingdom	$153M	+$1.38M	7	13.86%	Increased
461	VanEck Associates New York	$153M	+$43.7M	8	0.71%	Increased
462	Peregrine Capital Management Minneapolis, Minnesota	$152M	+$142M	5	3.96%	New
463	EC Eminence Capital New York	$152M	-$1.25M	2	2.53%	Reduced
464	Advisor Group Phoenix, Arizona	$152M	+$1.29M	44	3.65%	Increased
465	Brighton Jones LLC Seattle, Washington	$151M	-$6.55M	6	24.48%	Reduced
466	HP Harbourvest Partners Boston, Massachusetts	$151M	+$1.42M	1	83.54%	Increased
467	IC Immersion Capital London, United Kingdom	$150M	$0	2	62.94%	Maintained
468	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$150M	-$24.2M	3	3.16%	Reduced
469	Saturna Capital Bellingham, Washington	$149M	-$631K	5	4.87%	Reduced
470	Huntington National Bank Columbus, Ohio	$147M	+$15.3M	22	2.73%	Increased
471	Nomura Holdings Tokyo, Japan	$147M	-$12.6M	14	0.41%	Reduced
472	SC Shellback Capital Boston, Massachusetts	$147M	+$107M	8	12.44%	Increased
473	FI Focused Investors Los Angeles, California	$147M	-$1.43M	1	5.83%	Reduced
474	Crawford Investment Counsel Atlanta, Georgia	$146M	+$7.18M	4	5.36%	Increased
475	Mondrian Investment Partners London, United Kingdom	$145M	-$7.62M	3	3.55%	Reduced