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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	SGAM Smith Group Asset Management Dallas, Texas	$261M	+$41.1M	7	14.22%	Increased
452	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$260M	-$14.2M	8	14.35%	Reduced
453	RG Riverstone Group Richmond, Virginia	$258M	-$8.39M	2	93.79%	Reduced
454	Avalon Investment & Advisory Houston, Texas	$258M	-$82.4M	7	6.58%	Reduced
455	AKRE Capital Management Middleburg, Virginia	$257M	+$123M	1	2.5%	Increased
456	Williams Jones Wealth Management New York	$257M	-$5.75M	8	6.7%	Reduced
457	Cullen/Frost Bankers San Antonio, Texas	$255M	+$808K	9	8.87%	Increased
458	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$255M	+$2.58M	11	8.74%	Increased
459	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$253M	+$128M	7	13.09%	Increased
460	CAPTRUST Financial Advisors Raleigh, North Carolina	$252M	-$14.6M	20	5.55%	Reduced
461	TIAA FSB Jacksonville, Florida	$252M	+$1.42M	5	1.45%	Increased
462	RAM RWC Asset Management London, United Kingdom	$250M	+$97.1M	8	12.74%	Increased
463	ZCM Ziegler Capital Management Chicago, Illinois	$250M	+$255M	8	6.69%	New
464	Jericho Capital Asset Management New York	$250M	-$25.4M	7	20.08%	Reduced
465	John W. Bristol & Co New York	$249M	+$9.47M	2	7.76%	Increased
466	Washington Trust Westerly, Rhode Island	$249M	-$2.13M	18	11.89%	Reduced
467	MVP Miller Value Partners Sarasota, Florida	$248M	-$36.2M	5	15.98%	Reduced
468	CLC Charles-Lim Capital Central, Hong Kong	$248M	-$124M	1	40.97%	Reduced
469	FAM Foxhaven Asset Management Charlottesville, Virginia	$248M	-$70.4M	3	13.28%	Reduced
470	ING Group Amsterdam, Netherlands	$243M	+$142M	5	10.4%	Increased
471	KCMH Kontiki Capital Management (HK) Hong Kong	$242M	+$10.2M	2	62.56%	Increased
472	Oppenheimer & Co New York	$242M	+$8.66M	18	7.35%	Increased
473	SW SVB Wealth Boston, Massachusetts	$241M	-$617K	10	5.86%	Reduced
474	Bridges Investment Management Omaha, Nebraska	$240M	+$21.4M	5	10.85%	Increased
475	AAM Anglepoint Asset Management George Town, Cayman Islands	$240M	-$166M	8	35.08%	Reduced