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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	WP Wedgewood Partners St Louis, Missouri	$191M	-$53.9M	1	7.75%	Reduced
477	IAM Iridian Asset Management Westport, Connecticut	$190M	-$5.21M	2	1.6%	Reduced
478	CAM CGOV Asset Management Toronto, Ontario, Canada	$189M	+$14.1M	2	7.15%	Increased
479	SSM Sound Shore Management Greenwich, Connecticut	$189M	-$30.2M	1	2.87%	Reduced
480	LCS Levin Capital Strategies New York	$188M	-$5.63M	6	3.18%	Reduced
481	Cullen/Frost Bankers San Antonio, Texas	$188M	+$1.49M	7	5.94%	Increased
482	Andra AP-fonden Goteborg, Sweden	$185M	-$1.7M	16	4.19%	Reduced
483	BCM Bares Capital Management Austin, Texas	$185M	+$6.32M	1	7.72%	Increased
484	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$185M	+$46.2M	9	6.68%	Increased
485	TCG Tremblant Capital Group West Palm Beach, Florida	$184M	+$1.88M	3	8.89%	Increased
486	CIP Champlain Investment Partners Burlington, Vermont	$183M	+$13.1M	1	2.07%	Increased
487	Johnson Investment Counsel Cincinnati, Ohio	$182M	-$5.72M	7	4.55%	Reduced
488	VCM Valiant Capital Management San Francisco, California	$181M	-$6.71M	3	13.53%	Reduced
489	Personal Capital Advisors Redwood City, California	$181M	+$7.02M	8	3.09%	Increased
490	QS Investors New York	$180M	-$1.65M	28	1.69%	Reduced
491	Rathbones Group Liverpool, United Kingdom	$179M	+$1.82M	6	7.29%	Increased
492	EAM EastBay Asset Management New York	$179M	-$27.8M	3	17.06%	Reduced
493	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$179M	-$9.96M	13	1.75%	Reduced
494	CAM Contour Asset Management New York	$179M	-$10.2M	3	9.91%	Reduced
495	Peregrine Capital Management Minneapolis, Minnesota	$178M	-$9.81M	6	4.2%	Reduced
496	Evercore Wealth Management New York	$178M	-$2.54M	9	6.62%	Reduced
497	UIA UG Investment Advisers Taipei, Taiwan	$178M	+$273K	4	93.9%	Increased
498	Dragoneer Investment Group San Francisco, California	$177M	-$7.88M	5	29.02%	Reduced
499	WAM World Asset Management Detroit, Michigan	$176M	-$11.6M	23	5.9%	Reduced
500	Truist Financial Charlotte, North Carolina	$176M	-$1.65M	9	3.28%	Reduced