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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	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$165M	-$908K	5	8.47%	Reduced
452	SSM Sound Shore Management Greenwich, Connecticut	$165M	+$11.2M	1	2.73%	Increased
453	MVP Miller Value Partners Sarasota, Florida	$163M	+$63.3M	3	7.19%	Increased
454	SC Serenity Capital Palo Alto, California	$163M	+$153M	2	61.15%	New
455	Brighton Jones LLC Seattle, Washington	$163M	+$40.1M	2	39.4%	Increased
456	LCS Levin Capital Strategies New York	$163M	-$27.6M	4	2.9%	Reduced
457	Huntington National Bank Columbus, Ohio	$162M	-$8.62M	24	2.88%	Reduced
458	GW&K Investment Management Boston, Massachusetts	$160M	+$6.9M	5	3.02%	Increased
459	SRIM Saratoga Research & Investment Management Saratoga, California	$160M	+$2.18M	2	13.32%	Increased
460	AVC Arlington Value Capital Salt Lake City, Utah	$160M	+$25.7M	2	22.84%	Increased
461	DL Delta Lloyd Amsterdam, Netherlands	$160M	+$11.4M	10	4.81%	Increased
462	MC Martin Currie Edinburgh, United Kingdom	$160M	-$3.51M	7	13.18%	Reduced
463	ACA Abdiel Capital Advisors New York	$160M	-$61M	1	38.52%	Reduced
464	Kornitzer Capital Management Shawnee Mission, Kansas	$159M	-$8.97M	9	2.83%	Reduced
465	Birch Hill Investment Advisors Boston, Massachusetts	$158M	+$5.42M	5	13.48%	Increased
466	Meag Munich Ergo Munich, Germany	$158M	+$64.3M	11	6.24%	Increased
467	TC Tairen Capital Hong Kong	$158M	-$61.4M	4	37.47%	Reduced
468	Natixis Paris, France	$157M	-$297M	10	1.96%	Reduced
469	HT HAP Trading New York	$157M	+$37M	4	9.69%	Increased
470	Scotia Capital Toronto, Ontario, Canada	$155M	-$15.7M	9	2.65%	Reduced
471	Cullen/Frost Bankers San Antonio, Texas	$155M	-$3.66M	7	5.28%	Reduced
472	Wolverine Trading Chicago, Illinois	$153M	+$27.7M	23	0.84%	Increased
473	Peregrine Capital Management Minneapolis, Minnesota	$152M	-$30M	6	3.87%	Reduced
474	NA Newport Asia San Francisco, California	$151M	-$15.5M	2	29.53%	Reduced
475	Becker Capital Management Portland, Oregon	$151M	-$618K	2	5.48%	Reduced