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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	SCA Southpoint Capital Advisors New York	$278M	+$68.6M	3	10%	Increased
452	Washington Trust Westerly, Rhode Island	$276M	+$69.2M	9	10.86%	Increased
453	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$274M	-$19.9M	30	5.28%	Reduced
454	Cullen/Frost Bankers San Antonio, Texas	$272M	-$6.1M	11	7.43%	Reduced
455	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$272M	-$7.45M	10	6.95%	Reduced
456	TIAA FSB Jacksonville, Florida	$272M	+$7.98M	4	1.3%	Increased
457	Snyder Capital Management San Francisco, California	$271M	+$11.7M	3	10.66%	Increased
458	Markel Group Glen Allen, Virginia	$269M	+$1.93M	2	3.74%	Increased
459	Starboard Value New York	$269M	+$137M	1	7.79%	Increased
460	Voleon Capital Management Berkeley, California	$269M	+$87.2M	7	15.55%	Increased
461	SW SVB Wealth Boston, Massachusetts	$267M	-$10.7M	13	4.85%	Reduced
462	RG Riverstone Group Richmond, Virginia	$265M	$0	2	89.33%	Maintained
463	TimesSquare Capital Management New York	$263M	-$48.3M	7	2.35%	Reduced
464	TCG Tremblant Capital Group West Palm Beach, Florida	$263M	+$77.4M	2	13.09%	Increased
465	Jericho Capital Asset Management New York	$262M	-$126M	3	14.18%	Reduced
466	Nomura Holdings Tokyo, Japan	$262M	-$230M	26	0.97%	Reduced
467	Quilter Plc London, United Kingdom	$261M	+$241M	7	15.32%	New
468	PCM Prime Capital Management Hong Kong	$261M	-$5.76M	2	59.82%	Reduced
469	IFM Investors Melbourne, Australia	$260M	-$11.3M	14	9.18%	Reduced
470	Schonfeld Strategic Advisors New York	$260M	+$105M	34	6.33%	Increased
471	SCM Suvretta Capital Management New York	$259M	+$48.2M	1	5.88%	Increased
472	WorldQuant Millennium Advisors New York	$259M	-$42.8M	4	4.95%	Reduced
473	Westwood Holdings Group Dallas, Texas	$257M	+$43.3M	11	2.75%	Increased
474	DCM Dupont Capital Management Wilmington, Delaware	$257M	+$15.4M	23	5.75%	Increased
475	ACM Atlanta Capital Management Atlanta, Georgia	$256M	-$64.5M	1	1.06%	Reduced