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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	PFU Parus Finance (UK) London, United Kingdom	$190M	-$2.6M	7	33.3%	Reduced
452	AGF Investments Inc Toronto, Ontario, Canada	$189M	-$8.87M	8	2.07%	Reduced
453	SRS Investment Management New York	$188M	-$10.3M	4	3.89%	Reduced
454	SW SVB Wealth Boston, Massachusetts	$188M	-$8.02M	12	7.23%	Reduced
455	Gabelli Funds Rye, New York	$186M	+$5.18M	14	1.06%	Increased
456	HAM HHR Asset Management Berkeley Heights, New Jersey	$185M	+$37M	3	9.65%	Increased
457	HP Hound Partners New York	$185M	+$25.8M	2	4.4%	Increased
458	GW&K Investment Management Boston, Massachusetts	$185M	+$3.26M	5	3.08%	Increased
459	Segall Bryant & Hamill Chicago, Illinois	$184M	-$4.15M	10	4.27%	Reduced
460	Amalgamated Bank New York	$183M	+$3.81M	24	5.69%	Increased
461	Columbia Wanger Asset Management Chicago, Illinois	$182M	-$59.7M	4	2.7%	Reduced
462	Meag Munich Ergo Munich, Germany	$180M	+$22.3M	9	7.37%	Increased
463	Cincinnati Financial Corp Fairfield, Ohio	$180M	$0	1	8.18%	Maintained
464	DCM Dupont Capital Management Wilmington, Delaware	$180M	-$2.24M	14	4.08%	Reduced
465	MVP Miller Value Partners Sarasota, Florida	$179M	-$18.9M	6	7.71%	Reduced
466	Marshall Wace Asia Central, Hong Kong	$179M	-$28.9M	5	8.49%	Reduced
467	Congress Asset Management Boston, Massachusetts	$179M	+$17.7M	8	2.77%	Increased
468	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$179M	-$4.85M	8	1.32%	Reduced
469	CAM CGOV Asset Management Toronto, Ontario, Canada	$178M	+$4.74M	2	6.99%	Increased
470	CIP Champlain Investment Partners Burlington, Vermont	$178M	-$34.1M	1	2.1%	Reduced
471	LCS Levin Capital Strategies New York	$177M	+$11.2M	6	3%	Increased
472	RA Rovida Advisors Fort Lauderdale, Florida	$177M	+$77M	3	18.69%	Increased
473	LCG Luxor Capital Group New York	$176M	-$49.9M	2	10.41%	Reduced
474	Vaughan Nelson Investment Management Houston, Texas	$176M	+$9.32M	5	2.09%	Increased
475	Rothschild & Co Asset Management US Stamford, Connecticut	$176M	-$7.3M	4	1.94%	Reduced