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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	Boston Partners Boston, Massachusetts	$439M	-$82.3M	14	0.8%	Reduced
452	MC Martin Currie Edinburgh, United Kingdom	$439M	-$35.7M	2	22.67%	Reduced
453	PCM Palestra Capital Management New York	$439M	-$34.3M	3	10.21%	Reduced
454	Jericho Capital Asset Management New York	$432M	-$57.8M	7	17.52%	Reduced
455	Davidson Kempner Capital Management New York	$431M	+$141M	14	6.14%	Increased
456	Quilter Plc London, United Kingdom	$431M	-$32.1M	9	17.08%	Reduced
457	DVC Deer VII & Co Larchmont, New York	$429M	-$41.3M	1	99.12%	Reduced
458	TC Tairen Capital Hong Kong	$425M	-$311M	9	46.04%	Reduced
459	CLC Charles-Lim Capital Central, Hong Kong	$425M	-$90.4M	1	46.42%	Reduced
460	Schonfeld Strategic Advisors New York	$424M	+$92.9M	37	8.08%	Increased
461	TIAA FSB Jacksonville, Florida	$424M	-$9.59M	6	1.89%	Reduced
462	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$424M	-$2.28M	8	17.63%	Reduced
463	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$418M	-$8.33M	47	5.87%	Reduced
464	DF Dent & Co Baltimore, Maryland	$415M	-$672K	7	5.59%	Reduced
465	Kestra Advisory Services Austin, Texas	$413M	+$377M	23	7.7%	New
466	Steward Partners Investment Advisory New York	$407M	+$19M	48	10.25%	Increased
467	Farallon Capital Management San Francisco, California	$405M	+$40.6M	3	2.8%	Increased
468	Daiwa Securities Group Tokyo, Japan	$405M	+$45.4M	27	3.66%	Increased
469	Marshall Wace Asia Central, Hong Kong	$405M	-$147M	14	9.36%	Reduced
470	SCA Southpoint Capital Advisors New York	$404M	-$36.8M	3	9.19%	Reduced
471	GIG Goodnow Investment Group Darien, Connecticut	$404M	-$161M	4	45.67%	Reduced
472	Haverford Trust Company Radnor, Pennsylvania	$401M	-$7.38M	6	6.39%	Reduced
473	AE Wealth Management Topeka, Kansas	$401M	+$32.7M	23	5.72%	Increased
474	RHBC R.H. Bluestein & Co Birmingham, Michigan	$400M	+$14M	11	20.09%	Increased
475	Skye Global Management West Palm Beach, Florida	$399M	-$32.8M	10	10.29%	Reduced