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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	DF Dent & Co Baltimore, Maryland	$89.3M	-$8.43M	2	2.3%	Reduced
477	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$88M	-$762K	4	4.99%	Reduced
478	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$87.9M	+$39.4M	4	5.53%	Increased
479	Rothschild & Co Asset Management US Stamford, Connecticut	$87.7M	+$22.5M	3	1.91%	Increased
480	Aberdeen Asset Management Aberdeen, United Kingdom	$87M	-$7.66M	7	0.24%	Reduced
481	Martingale Asset Management Boston, Massachusetts	$86.9M	-$1.38M	13	3.1%	Reduced
482	Stephens Investment Management Group Houston, Texas	$86.5M	+$22.3M	4	3%	Increased
483	Norinchukin Bank Tokyo, Japan	$86.4M	+$1.86M	8	2.47%	Increased
484	DCM Daruma Capital Management New York	$86.3M	-$24.6M	1	3.96%	Reduced
485	HCM Hoplite Capital Management New York	$85.6M	+$27.2M	1	3.04%	Increased
486	Winton Capital Management London, United Kingdom	$85.5M	-$17.1M	7	1.03%	Reduced
487	SAM Steinberg Asset Management New York	$85.5M	+$22.2M	2	5.29%	Increased
488	Soros Fund Management New York	$85.5M	-$78.3M	6	0.93%	Reduced
489	CCM Cadence Capital Management Boston, Massachusetts	$85.1M	+$27M	9	2.89%	Increased
490	Bridgeway Capital Management Houston, Texas	$84.9M	-$1.91M	17	2.89%	Reduced
491	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$84.6M	+$7.8M	1	3.96%	Increased
492	Fort Washington Investment Advisors Cincinnati, Ohio	$84.5M	-$10.1M	7	2.03%	Reduced
493	IIM Ivory Investment Management New York	$84.4M	+$10.2M	5	4%	Increased
494	PP PDT Partners New York	$84.3M	+$12.5M	19	2.29%	Increased
495	ArrowMark Colorado Holdings Denver, Colorado	$84.1M	+$75.3M	6	2.77%	Increased
496	TCG Tremblant Capital Group West Palm Beach, Florida	$84M	-$32.8M	2	3.31%	Reduced
497	WI WBI Investments Red Bank, New Jersey	$83.9M	+$28.6M	2	4%	Increased
498	Cullen/Frost Bankers San Antonio, Texas	$82.8M	+$4.26M	6	4.06%	Increased
499	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$82M	+$9.89M	1	12.14%	Increased
500	TU TDAM USA Toronto, Ontario, Canada	$81.6M	+$30.3M	6	3.86%	Increased