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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	Aberdeen Asset Management Aberdeen, United Kingdom	$101M	+$7.35M	7	0.28%	Increased
477	Balyasny Asset Management Chicago, Illinois	$101M	-$101M	9	1.14%	Reduced
478	SCM Sigma Capital Management Stamford, Connecticut	$100M	-$74.8M	3	5.14%	Reduced
479	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$100M	-$44.4M	2	1.2%	Reduced
480	DCM Dupont Capital Management Wilmington, Delaware	$100M	+$8.98M	4	1.62%	Increased
481	Creative Planning Overland Park, Kansas	$100M	+$4.27M	25	1.5%	Increased
482	CC Curian Capital Denver, Colorado	$99.7M	-$14.6M	9	1.77%	Reduced
483	NSCM New South Capital Management Memphis, Tennessee	$99.3M	+$9.55M	2	3.2%	Increased
484	Jupiter Asset Management London, United Kingdom	$99.3M	-$1.41M	4	3.2%	Reduced
485	MUFG Americas New York	$98.7M	-$3.2M	10	3.33%	Reduced
486	TGCM Tukman Grossman Capital Management Larkspur, California	$98.1M	-$1.09M	1	4.95%	Reduced
487	OAM Oxford Asset Management Oxford, United Kingdom	$98.1M	+$3.19M	10	2.86%	Increased
488	AG Ashmore Group London, United Kingdom	$97.6M	-$9.75M	2	2.13%	Reduced
489	NM NWI Management New York	$96.6M	$0	1	29.58%	Maintained
490	JC Joho Capital New York	$96.3M	-$163M	2	15.38%	Reduced
491	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$96.2M	+$2.83M	9	2.63%	Increased
492	Fort Washington Investment Advisors Cincinnati, Ohio	$95.8M	+$12M	8	2.07%	Increased
493	SCGE Management Menlo Park, California	$95M	+$26.7M	3	12.87%	Increased
494	GL GLG LLC New York	$94.9M	+$95.7M	9	3.18%	New
495	NCA Newbrook Capital Advisors New York	$94.6M	-$26.5M	2	11.31%	Reduced
496	Moore Capital Management New York	$94.4M	-$37.3M	9	1.93%	Reduced
497	Zurich Cantonal Bank Zurich, Switzerland	$94M	+$12M	10	2.9%	Increased
498	Waverton Investment Management London, United Kingdom	$93.3M	+$3.37M	6	4.43%	Increased
499	Apex Capital Management Dayton, Ohio	$92.9M	+$668K	10	3.28%	Increased
500	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$92.5M	+$945K	4	4.69%	Increased