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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	GW&K Investment Management Boston, Massachusetts	$167M	+$8.93M	5	2.88%	Increased
477	Huntington National Bank Columbus, Ohio	$166M	-$1.14M	24	2.91%	Reduced
478	LT Lindsell Train London, United Kingdom	$166M	+$11.6M	1	6.43%	Increased
479	SRIM Saratoga Research & Investment Management Saratoga, California	$164M	+$214K	2	13.04%	Increased
480	CAM Contour Asset Management New York	$163M	-$92.8M	4	9.83%	Reduced
481	CAM CGOV Asset Management Toronto, Ontario, Canada	$162M	+$32.2M	2	6.51%	Increased
482	Dragoneer Investment Group San Francisco, California	$162M	+$18.8M	3	27.91%	Increased
483	QS Investors New York	$161M	-$13.8M	27	1.38%	Reduced
484	NTC NF Trinity Capital Central, Hong Kong	$160M	-$9.64M	4	22.7%	Reduced
485	DL Delta Lloyd Amsterdam, Netherlands	$160M	-$5.77M	9	4.49%	Reduced
486	CIM Contrarius Investment Management St. Helier, Jersey	$160M	-$59.6M	7	10.7%	Reduced
487	Cullen/Frost Bankers San Antonio, Texas	$160M	-$436K	7	5.37%	Reduced
488	WAM World Asset Management Detroit, Michigan	$160M	-$17.9M	21	5.51%	Reduced
489	ORI Oak Ridge Investments Chicago, Illinois	$158M	+$8.44M	5	5.05%	Increased
490	Scotia Capital Toronto, Ontario, Canada	$158M	-$640K	9	2.67%	Reduced
491	NSCM New South Capital Management Memphis, Tennessee	$158M	+$78.5M	2	3.74%	Increased
492	DF Dent & Co Baltimore, Maryland	$158M	-$12.6M	6	4.16%	Reduced
493	MC Montag & Caldwell Atlanta, Georgia	$157M	-$15.5M	2	4.64%	Reduced
494	Peregrine Capital Management Minneapolis, Minnesota	$157M	-$7.65M	6	3.9%	Reduced
495	Voloridge Investment Management Jupiter, Florida	$156M	-$27.4M	13	3.88%	Reduced
496	CCP Clough Capital Partners Boston, Massachusetts	$156M	-$42.4M	7	10.82%	Reduced
497	SCA Southpoint Capital Advisors New York	$155M	+$156M	3	6.14%	New
498	LCS Levin Capital Strategies New York	$155M	-$8.67M	5	2.7%	Reduced
499	Evercore Wealth Management New York	$154M	-$1.62M	12	5.96%	Reduced
500	Advisors Asset Management Monument, Colorado	$154M	+$11.9M	22	2.57%	Increased