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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	Rothschild & Co Asset Management US Stamford, Connecticut	$112M	+$12.2M	3	2.51%	Increased
477	JHC JFB Holdings Corp Atlanta, Georgia	$112M	+$763K	1	4.09%	Increased
478	CII CR Intrinsic Investors Stamford, Connecticut	$112M	-$4.37M	6	4.85%	Reduced
479	LT Lindsell Train London, United Kingdom	$111M	+$13.1M	1	17.81%	Increased
480	Bridgeway Capital Management Houston, Texas	$110M	+$12M	17	3.33%	Increased
481	PIA Piedmont Investment Advisors Durham, North Carolina	$109M	-$14.4M	3	5.86%	Reduced
482	TAA Turiya Advisors Asia Hong Kong	$108M	+$6.76M	1	9.52%	Increased
483	MUFG Americas New York	$107M	-$1.43M	11	3.54%	Reduced
484	GIG Goodnow Investment Group Darien, Connecticut	$107M	+$9.66M	4	17.25%	Increased
485	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$107M	+$9.52M	1	13.31%	Increased
486	Norinchukin Bank Tokyo, Japan	$106M	+$6.52M	8	2.86%	Increased
487	Scharf Investments Los Gatos, California	$106M	-$4.59M	1	4.73%	Reduced
488	SSG Summit Securities Group New York	$105M	-$1.49M	6	18.27%	Reduced
489	Jupiter Asset Management London, United Kingdom	$104M	-$5.73M	5	4.04%	Reduced
490	Winton Capital Management London, United Kingdom	$104M	+$11.3M	7	0.93%	Increased
491	Bradley Foster & Sargent Hartford, Connecticut	$103M	+$17.8M	7	5.48%	Increased
492	Mizuho Securities USA New York	$102M	+$21.5M	5	8.43%	Increased
493	TGCM Tukman Grossman Capital Management Larkspur, California	$102M	-$1.82M	1	5.32%	Reduced
494	Creative Planning Overland Park, Kansas	$102M	+$18.1M	25	1.73%	Increased
495	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$101M	+$1.41M	1	3.93%	Increased
496	NM NWI Management New York	$101M	+$52.9M	1	18.1%	Increased
497	CAM Capstone Asset Management Houston, Texas	$101M	-$54M	17	2.93%	Reduced
498	Whale Rock Capital Management Boston, Massachusetts	$99.7M	+$24.9M	3	15.74%	Increased
499	TBC Tweedy, Browne Co Stamford, Connecticut	$99.4M	-$74K	1	2.31%	Reduced
500	IIM Ivory Investment Management New York	$99M	-$1.81M	7	4.87%	Reduced