← All themes

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	DL Delta Lloyd Amsterdam, Netherlands	$132M	-$14.8M	8	4.38%	Reduced
477	Bridgeway Capital Management Houston, Texas	$132M	+$1.49M	19	2.22%	Increased
478	AG Alibaba Group Causeway Bay, Hong Kong	$132M	$0	1	53.14%	Maintained
479	BPI Battery Partners IX Boston, Massachusetts	$131M	-$12.5M	1	61.43%	Reduced
480	CEP Chicago Equity Partners Chicago, Illinois	$130M	-$69.1M	5	3.78%	Reduced
481	Crawford Investment Counsel Atlanta, Georgia	$130M	-$11.9M	4	5.44%	Reduced
482	GAMCO Investors Greenwich, Connecticut	$130M	+$4.03M	11	0.85%	Increased
483	Rothschild & Co Asset Management US Stamford, Connecticut	$128M	+$4.56M	6	2.41%	Increased
484	Cullen/Frost Bankers San Antonio, Texas	$128M	+$7.01M	7	4.8%	Increased
485	AGA Altrinsic Global Advisors Stamford, Connecticut	$127M	+$1.03M	5	3.56%	Increased
486	DCM Dupont Capital Management Wilmington, Delaware	$126M	-$3.08M	7	2.87%	Reduced
487	Livforsakringsbolaget Skandia Stockholm, Sweden	$126M	-$2.38M	10	5.89%	Reduced
488	Kovitz Investment Group Partners Chicago, Illinois	$124M	+$114M	4	7.33%	New
489	Fuller & Thaler Asset Management San Mateo, California	$123M	-$10.3M	12	2.4%	Reduced
490	Smead Capital Management Phoenix, Arizona	$123M	-$37.8M	2	5.32%	Reduced
491	AGF Investments Inc Toronto, Ontario, Canada	$123M	+$5.98M	7	1.48%	Increased
492	MCL MIK Capital LLC New York	$122M	+$91.9M	3	25%	Increased
493	Findlay Park Partners London, United Kingdom	$122M	+$2.98M	1	1.39%	Increased
494	SRIM Saratoga Research & Investment Management Saratoga, California	$122M	+$16.1M	2	10.73%	Increased
495	ICP Indus Capital Partners New York	$122M	+$42.9M	5	11.87%	Increased
496	Westwood Holdings Group Dallas, Texas	$122M	-$35.4M	5	1.05%	Reduced
497	Nomura Holdings Tokyo, Japan	$121M	-$4.53M	21	0.41%	Reduced
498	Janney Montgomery Scott Philadelphia, Pennsylvania	$121M	-$12.7M	8	3.17%	Reduced
499	GW&K Investment Management Boston, Massachusetts	$121M	+$6.27M	5	2.68%	Increased
500	EverPoint Asset Management Stamford, Connecticut	$121M	+$25.4M	8	2.37%	Increased