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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	South Dakota Investment Council Sioux Falls, South Dakota	$257M	-$33.2M	6	5.34%	Reduced
452	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$257M	+$140M	12	55.84%	Increased
453	ARK Investment Management St. Petersburg, Florida	$256M	-$71M	13	6.46%	Reduced
454	TAM Tyers Asset Management Austin, Texas	$255M	-$13.8M	18	8.57%	Reduced
455	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$255M	-$1.52M	8	11.71%	Reduced
456	PC Pelham Capital London, United Kingdom	$254M	-$25.4M	3	28.44%	Reduced
457	Artemis Investment Management Edinburgh, United Kingdom	$254M	+$48M	7	3%	Increased
458	Gotham Asset Management New York	$253M	-$87.2M	25	4.04%	Reduced
459	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$253M	+$15.5M	43	3.72%	Increased
460	Parallax Volatility Advisers San Francisco, California	$253M	+$90.4M	33	0.27%	Increased
461	ZP Zimmer Partners New York	$252M	+$232M	4	2.67%	New
462	Stephens Investment Management Group Houston, Texas	$252M	-$37.3M	8	4.77%	Reduced
463	PIA Piedmont Investment Advisors Durham, North Carolina	$250M	+$5.25M	17	10.02%	Increased
464	Gates Capital Management New York	$249M	+$62.3M	2	10.46%	Increased
465	Pzena Investment Management New York	$249M	-$210M	3	1.31%	Reduced
466	MVIP Mar Vista Investment Partners Los Angeles, California	$248M	-$14.2M	3	6.61%	Reduced
467	IVA International Value Advisers	$248M	+$18.9M	3	9.58%	Increased
468	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$247M	+$34.2M	17	3.6%	Increased
469	AWM Ashmore Wealth Management Wilmington, Delaware	$245M	-$50.1M	4	16%	Reduced
470	PCM Prime Capital Management Hong Kong	$245M	-$19.2M	2	55.92%	Reduced
471	Evercore Wealth Management New York	$242M	+$4.39M	5	7.35%	Increased
472	SEP Soma Equity Partners San Francisco, California	$239M	+$85M	3	17.92%	Increased
473	Markel Group Glen Allen, Virginia	$237M	+$6.59M	2	3.64%	Increased
474	KM Kora Management Brooklyn, New York	$235M	+$42.6M	3	69.72%	Increased
475	Cullen/Frost Bankers San Antonio, Texas	$235M	-$2.14M	12	7.26%	Reduced