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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	Segall Bryant & Hamill Chicago, Illinois	$211M	-$22.4M	10	4.88%	Reduced
452	SA SPO Advisory San Anselmo, California	$210M	$0	2	4.33%	Maintained
453	Vaughan Nelson Investment Management Houston, Texas	$210M	+$2.39M	5	2.56%	Increased
454	ICP Indus Capital Partners New York	$210M	-$25.3M	3	23.77%	Reduced
455	Comgest Global Investors Paris, France	$209M	-$214M	4	4.57%	Reduced
456	SW SVB Wealth Boston, Massachusetts	$209M	-$1.81M	10	8%	Reduced
457	SGAM Smith Group Asset Management Dallas, Texas	$207M	-$20.4M	8	6.82%	Reduced
458	Bridgeway Capital Management Houston, Texas	$207M	-$11.5M	18	2.22%	Reduced
459	Rothschild & Co Asset Management US Stamford, Connecticut	$207M	-$46.1M	5	2.3%	Reduced
460	SCM Suvretta Capital Management New York	$206M	-$83.4M	2	5.19%	Reduced
461	DCM Dupont Capital Management Wilmington, Delaware	$205M	-$8.02M	13	4.96%	Reduced
462	ACA Abdiel Capital Advisors New York	$205M	$0	2	24.45%	Maintained
463	Gabelli Funds Rye, New York	$204M	-$6.92M	15	1.21%	Reduced
464	CCM Cantillon Capital Management New York	$203M	-$3.48M	1	2.31%	Reduced
465	SA SQ Advisors Naples, Florida	$203M	-$5.29M	1	6.91%	Reduced
466	ESG Emerging Sovereign Group New York	$202M	+$75.7M	4	45.93%	Increased
467	BAPIM British Airways Pensions Investment Management London, United Kingdom	$202M	-$13.5M	6	7.11%	Reduced
468	MC Martin Currie Edinburgh, United Kingdom	$201M	-$7.32M	5	13.96%	Reduced
469	SCA Southpoint Capital Advisors New York	$200M	+$6.87M	3	8.86%	Increased
470	DF Dent & Co Baltimore, Maryland	$200M	+$6.22M	5	4.62%	Increased
471	Rathbones Group Liverpool, United Kingdom	$199M	-$3.9M	5	8.11%	Reduced
472	VCM Valiant Capital Management San Francisco, California	$198M	-$10.7M	3	18.14%	Reduced
473	CIP Champlain Investment Partners Burlington, Vermont	$198M	+$6.27M	2	2.14%	Increased
474	RHBC R.H. Bluestein & Co Birmingham, Michigan	$198M	+$14M	10	10.86%	Increased
475	HCM Hitchwood Capital Management New York	$197M	-$336M	3	9.58%	Reduced