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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	Voloridge Investment Management Jupiter, Florida	$137M	+$16.5M	11	2.94%	Increased
477	Norinchukin Bank Tokyo, Japan	$137M	+$7.65M	9	3.19%	Increased
478	NA Newport Asia San Francisco, California	$135M	+$16.3M	2	29.95%	Increased
479	HP Harbourvest Partners Boston, Massachusetts	$135M	+$606K	1	81.73%	Increased
480	TAM Tiverton Asset Management Wilimington, Delaware	$135M	+$38.8M	8	8.02%	Increased
481	Saturna Capital Bellingham, Washington	$135M	-$17.7M	5	4.74%	Reduced
482	Flossbach Von Storch Cologne, Germany	$135M	+$15.8M	5	2.19%	Increased
483	Frontier Capital Management Boston, Massachusetts	$135M	+$28.6M	2	1.04%	Increased
484	HAM HHR Asset Management Berkeley Heights, New Jersey	$135M	-$101M	3	7.31%	Reduced
485	SA SQ Advisors Naples, Florida	$134M	+$131M	1	5.63%	New
486	Madison Investment Holdings Madison, Wisconsin	$133M	-$33.6M	6	2.59%	Reduced
487	OAM Origin Asset Management London, United Kingdom	$133M	+$17.4M	7	8.8%	Increased
488	Cullen/Frost Bankers San Antonio, Texas	$133M	-$926K	7	4.58%	Reduced
489	IC Immersion Capital London, United Kingdom	$133M	$0	2	49.2%	Maintained
490	Truist Financial Charlotte, North Carolina	$132M	-$3.94M	9	2.7%	Reduced
491	MUFG Americas New York	$132M	+$20M	11	4.4%	Increased
492	DF Dent & Co Baltimore, Maryland	$132M	+$49.3M	6	3.71%	Increased
493	FTIM Flowering Tree Investment Management Singapore	$132M	+$7.39M	2	63.49%	Increased
494	Becker Capital Management Portland, Oregon	$132M	-$609K	2	4.88%	Reduced
495	Mondrian Investment Partners London, United Kingdom	$130M	-$12.5M	4	3.76%	Reduced
496	Great Lakes Advisors Chicago, Illinois	$130M	-$4.33M	10	3.42%	Reduced
497	LT Lindsell Train London, United Kingdom	$130M	+$14.2M	1	6.38%	Increased
498	Lyrical Asset Management New York	$129M	+$4.63M	1	2.3%	Increased
499	CAM Capstone Asset Management Houston, Texas	$128M	-$10.9M	19	3.67%	Reduced
500	Rathbones Group Liverpool, United Kingdom	$128M	+$4.32M	5	6.4%	Increased