← All themes

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	Rathbones Group Liverpool, United Kingdom	$232M	+$4.44M	5	8.79%	Increased
452	John W. Bristol & Co New York	$227M	+$1.28M	4	6.44%	Increased
453	DF Dent & Co Baltimore, Maryland	$227M	-$3.16M	6	5.11%	Reduced
454	QIM Quantitative Investment Management Charlottesville, Virginia	$227M	-$66.6M	21	4.69%	Reduced
455	Marshall Wace London, United Kingdom	$227M	+$58.1M	19	3.4%	Increased
456	Lyrical Asset Management New York	$226M	+$5.25M	1	2.82%	Increased
457	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$225M	-$3.41M	37	3.37%	Reduced
458	Stonehage Fleming Financial Services St. Helier, Jersey	$224M	+$55.1M	6	10.32%	Increased
459	UH Unigestion Holding Geneva, Switzerland	$224M	+$232M	9	4.43%	New
460	River Road Asset Management Louisville, Kentucky	$224M	-$12.4M	4	4.68%	Reduced
461	LT Lindsell Train London, United Kingdom	$223M	+$12.3M	1	5.53%	Increased
462	NCA Newbrook Capital Advisors New York	$223M	-$23.6M	4	17.05%	Reduced
463	SA SQ Advisors Naples, Florida	$223M	-$1.1M	1	7.54%	Reduced
464	SW SVB Wealth Boston, Massachusetts	$222M	-$6.52M	10	8.52%	Reduced
465	DCM Dupont Capital Management Wilmington, Delaware	$221M	-$6.26M	13	5.22%	Reduced
466	VM Valinor Management New York	$220M	-$14.2M	2	6.9%	Reduced
467	Frontier Capital Management Boston, Massachusetts	$219M	+$16.1M	3	1.55%	Increased
468	Vaughan Nelson Investment Management Houston, Texas	$219M	-$1.21M	5	2.61%	Reduced
469	Gabelli Funds Rye, New York	$219M	+$6.68M	16	1.29%	Increased
470	Walleye Trading New York	$218M	-$90.2M	36	1.18%	Reduced
471	CIP Champlain Investment Partners Burlington, Vermont	$218M	+$2.8M	2	2.11%	Increased
472	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$217M	-$13M	5	0.35%	Reduced
473	Cincinnati Financial Corp Fairfield, Ohio	$216M	$0	1	9.19%	Maintained
474	Driehaus Capital Management Chicago, Illinois	$214M	+$25.8M	17	7.24%	Increased
475	Martingale Asset Management Boston, Massachusetts	$213M	+$13.2M	13	2.62%	Increased