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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	Mirova US Boston, Massachusetts	$763M	-$33.2M	2	7.7%	Reduced
452	Banque Transatlantique Paris, France	$756M	+$1.86M	12	18.44%	Increased
453	EdgePoint Investment Group Toronto, Ontario, Canada	$745M	-$500K	1	5.57%	Reduced
454	Bridges Investment Management Omaha, Nebraska	$744M	-$13.6M	10	9.52%	Reduced
455	PointState Capital New York	$742M	+$372M	4	11.08%	Increased
456	VVP Vulcan Value Partners Birmingham, Alabama	$736M	-$3.25M	2	13.34%	Reduced
457	C WorldWide Group Copenhagen, Denmark	$725M	+$67.8M	7	11.18%	Increased
458	Elo Mutual Pension Insurance Espoo, Finland	$718M	+$53.1M	20	11.79%	Increased
459	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$716M	-$27.6M	4	7.67%	Reduced
460	Cincinnati Financial Corp Fairfield, Ohio	$712M	$0	1	14.1%	Maintained
461	John W. Bristol & Co New York	$707M	-$34.6M	3	11.16%	Reduced
462	YC Yarbrough Capital Franklin, Tennessee	$706M	+$309K	12	21.96%	Increased
463	Atalanta Sosnoff Capital New York	$704M	+$12.7M	4	13.48%	Increased
464	Exchange Traded Concepts Oklahoma City, Oklahoma	$703M	+$65.6M	37	5.98%	Increased
465	Shelton Capital Management Denver, Colorado	$701M	+$3.9M	20	15.02%	Increased
466	Quilter Plc London, United Kingdom	$697M	+$2.76M	7	11.97%	Increased
467	TCW Group Los Angeles, California	$696M	-$184M	5	5.82%	Reduced
468	HM Payson & Co Portland, Maine	$686M	-$1.82M	18	9.86%	Reduced
469	Midwest Trust Overland Park, Kansas	$682M	-$1.1M	9	8.87%	Reduced
470	WA WFM Asia Road Town, Tortola, British Virgin Islands	$677M	-$127M	4	75.14%	Reduced
471	Bartlett & Co Wealth Management Cincinnati, Ohio	$676M	-$6.16M	20	8.95%	Reduced
472	Allworth Financial Folsom, California	$675M	+$20.3M	90	2.98%	Increased
473	Avanza Fonder Stockholm, Sweden	$675M	+$17.5M	17	17.5%	Increased
474	Burgundy Asset Management Toronto, Ontario, Canada	$673M	-$59.7M	7	6.35%	Reduced
475	Groupama Asset Management Paris, France	$673M	+$28.9M	9	9.84%	Increased