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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	ICP Indus Capital Partners New York	$151M	-$30.4M	5	19.81%	Reduced
477	Evercore Wealth Management New York	$150M	-$19.3K	8	5.89%	Reduced
478	IAM Iridian Asset Management Westport, Connecticut	$150M	-$162M	1	1.35%	Reduced
479	USSCPF United States Steel & Carnegie Pension Fund New York	$150M	-$16.5M	2	4.69%	Reduced
480	Samlyn Capital New York	$150M	+$29.3M	6	3.47%	Increased
481	Hardman Johnston Global Advisors Stamford, Connecticut	$149M	-$5.48K	3	6.7%	Reduced
482	Truist Financial Charlotte, North Carolina	$149M	-$2.81M	9	2.99%	Reduced
483	FTIM Flowering Tree Investment Management Singapore	$148M	-$11.4M	2	61.17%	Reduced
484	RAM RWC Asset Management London, United Kingdom	$148M	+$47.2M	7	8.59%	Increased
485	LT Lindsell Train London, United Kingdom	$148M	+$878K	1	6.45%	Increased
486	Crawford Investment Counsel Atlanta, Georgia	$147M	+$6.17M	5	5.22%	Increased
487	CAM Capstone Asset Management Houston, Texas	$147M	-$2.07M	19	4.1%	Reduced
488	Kovitz Investment Group Partners Chicago, Illinois	$147M	+$1.1M	4	8.08%	Increased
489	Capital International Sarl Los Angeles, California	$147M	+$1.76M	6	12.65%	Increased
490	Congress Asset Management Boston, Massachusetts	$146M	+$39.5M	6	2.8%	Increased
491	DCM Dupont Capital Management Wilmington, Delaware	$146M	+$13.4M	8	3.23%	Increased
492	Saturna Capital Bellingham, Washington	$145M	-$6.3M	5	4.94%	Reduced
493	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$145M	+$4.56M	14	1.59%	Increased
494	Johnson Investment Counsel Cincinnati, Ohio	$145M	+$12.4M	7	4.2%	Increased
495	CAM CGOV Asset Management Toronto, Ontario, Canada	$145M	+$16.7M	2	5.32%	Increased
496	Country Trust Bank Bloomington, Illinois	$145M	+$3.1M	3	7.23%	Increased
497	HP Harbourvest Partners Boston, Massachusetts	$145M	-$11.4M	2	80.88%	Reduced
498	Madison Investment Holdings Madison, Wisconsin	$144M	-$4.18M	6	2.68%	Reduced
499	Thomaspartners Boston, Massachusetts	$144M	+$6.94M	1	1.32%	Increased
500	NTC NF Trinity Capital Central, Hong Kong	$143M	$0	3	19.38%	Maintained