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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
476	First Citizens Bank & Trust Raleigh, North Carolina	$76.5M	+$79.8M	11	3.14%	New
477	DF Dent & Co Baltimore, Maryland	$75.8M	+$66.6M	2	2.16%	New
478	Norinchukin Bank Tokyo, Japan	$75.5M	+$78.9M	6	2.29%	New
479	SC Saiers Capital New York	$75.4M	+$81.9M	1	8.31%	New
480	AR Advisory Research Chicago, Illinois	$75.2M	+$77M	3	0.85%	New
481	Evercore Wealth Management New York	$75.1M	+$78.5M	6	4.25%	New
482	Castleark Management Chicago, Illinois	$74.7M	+$73.9M	4	2.48%	New
483	MDSL M.D. Sass LLC New York	$74.6M	+$78.8M	2	6.13%	New
484	Scharf Investments Los Gatos, California	$74.5M	+$81M	1	4.04%	New
485	BA Boston Advisors Boston, Massachusetts	$74.1M	+$76.6M	5	3.56%	New
486	PRA Parametric Risk Advisors Westport, Connecticut	$73M	+$72.7M	5	5.02%	New
487	Clifford Swan Investment Counsel Pasadena, California	$72.2M	+$73.7M	5	6.03%	New
488	ARC Absolute Return Capital Boston, Massachusetts	$72.1M	+$73.4M	6	0.93%	New
489	DCM Dupont Capital Management Wilmington, Delaware	$72.1M	+$76.9M	4	1.35%	New
490	CEP Chicago Equity Partners Chicago, Illinois	$71.8M	+$75.5M	7	2.23%	New
491	Bradley Foster & Sargent Hartford, Connecticut	$70.9M	+$73.4M	6	4.38%	New
492	CC Curian Capital Denver, Colorado	$70.9M	+$72.8M	8	1.28%	New
493	JC Joho Capital New York	$70.7M	+$59M	2	6.06%	New
494	Knight Capital Group	$70.3M	+$74.9M	12	1.3%	New
495	DC Deere & Company Moline, Illinois	$69.4M	+$72.2M	13	4.23%	New
496	Mizuho Securities USA New York	$69.3M	+$72.6M	5	3.43%	New
497	BII Baring International Investment London, United Kingdom	$69M	+$70.3M	3	2.98%	New
498	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$68.9M	+$67.5M	2	4.37%	New
499	Cullen/Frost Bankers San Antonio, Texas	$68.8M	+$72.4M	6	3.61%	New
500	MGM Miura Global Management New York	$68.7M	+$64.7M	2	8.94%	New