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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	NEOS Investment Management Westport, Connecticut	$641M	+$171M	15	12.15%	Increased
452	Castle Hook Partners New York	$640M	+$51.9M	6	6.63%	Increased
453	Wealthfront Advisers Palo Alto, California	$638M	+$43.7M	17	1.71%	Increased
454	KM Kora Management Brooklyn, New York	$630M	-$55.3M	4	82.37%	Reduced
455	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$629M	-$11.1M	1	89.01%	Reduced
456	Atalanta Sosnoff Capital New York	$629M	-$34M	5	15.06%	Reduced
457	Alphinity Investment Management Sydney, Australia	$626M	-$781M	2	4.24%	Reduced
458	Cincinnati Financial Corp Fairfield, Ohio	$624M	-$5.21M	1	13.93%	Reduced
459	AE Wealth Management Topeka, Kansas	$624M	+$31.8M	18	5.24%	Increased
460	Kayne Anderson Rudnick Investment Management Los Angeles, California	$622M	-$37.3M	22	1.52%	Reduced
461	Wasatch Advisors Salt Lake City, Utah	$618M	+$11.5M	8	3.45%	Increased
462	Maverick Capital Dallas, Texas	$612M	-$69.9M	13	10.81%	Reduced
463	TA Trivest Advisors Hong Kong	$610M	+$259M	5	51.7%	Increased
464	Burgundy Asset Management Toronto, Ontario, Canada	$607M	-$114M	7	6.29%	Reduced
465	John W. Bristol & Co New York	$607M	-$32.7M	3	10.37%	Reduced
466	YC Yarbrough Capital Franklin, Tennessee	$606M	-$22.9M	10	26.02%	Reduced
467	Danica Pension Livsforsikrings Copenhagen V,	$602M	-$33.4M	4	11.92%	Reduced
468	Quilter Plc London, United Kingdom	$593M	+$21.7M	6	12.32%	Increased
469	&Partners Nashville, Tennessee	$593M	+$70.7M	21	6.3%	Increased
470	Haverford Trust Company Radnor, Pennsylvania	$591M	-$48.6M	6	5.95%	Reduced
471	Saturna Capital Bellingham, Washington	$590M	-$4.89M	5	8.84%	Reduced
472	FCI Financial Counselors Inc Overland Park, Kansas	$588M	-$87.4K	12	8.93%	Reduced
473	Bartlett & Co Wealth Management Cincinnati, Ohio	$588M	-$3.73M	21	8.67%	Reduced
474	HM Payson & Co Portland, Maine	$588M	+$15.9M	19	10.32%	Increased
475	ArrowMark Colorado Holdings Denver, Colorado	$588M	-$118M	12	9.52%	Reduced