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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	Pacer Advisors Malvern, Pennsylvania	$216M	+$32.2M	18	8.12%	Increased
477	E. Ohman J:or Asset Management Stockholm, Sweden	$215M	+$7.45M	7	13.93%	Increased
478	Rockefeller Capital Management New York	$215M	+$1.91M	12	3.26%	Increased
479	TIAA FSB Jacksonville, Florida	$214M	+$7.67M	6	1.12%	Increased
480	Markel Group Glen Allen, Virginia	$214M	+$4.65M	2	3.6%	Increased
481	OMERS Administration Corp Toronto, Ontario, Canada	$213M	-$5.32M	9	2.04%	Reduced
482	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$212M	-$101M	10	3.01%	Reduced
483	AC Alleghany Corporation New York	$211M	+$13.7M	2	5.06%	Increased
484	Johnson Investment Counsel Cincinnati, Ohio	$211M	-$14M	8	4.68%	Reduced
485	Fiduciary Trust Boston, Massachusetts	$211M	-$4.2M	8	5.92%	Reduced
486	Harvest Fund Management Beijing, China	$210M	-$56.1M	15	36.14%	Reduced
487	AIM Allen Investment Management New York	$210M	+$13.3M	11	7.18%	Increased
488	AVC Arlington Value Capital Salt Lake City, Utah	$207M	-$12.8M	1	15.18%	Reduced
489	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$207M	+$8.86M	20	1.99%	Increased
490	UH Unigestion Holding Geneva, Switzerland	$206M	-$18.7M	10	4.36%	Reduced
491	GQG Partners Ft. Lauderdale, Florida	$206M	-$398M	3	3.36%	Reduced
492	Truist Financial Charlotte, North Carolina	$205M	-$9.63M	9	3.69%	Reduced
493	VM Valinor Management New York	$205M	-$12.1M	2	7.63%	Reduced
494	VCM Valiant Capital Management San Francisco, California	$205M	-$3.18M	3	18.1%	Reduced
495	MSL Mackay Shields LLC New York	$204M	-$705M	19	1.56%	Reduced
496	Equity Investment Corp Atlanta, Georgia	$204M	-$43.6M	4	6.59%	Reduced
497	Private Advisor Group Morristown, New Jersey	$203M	-$1.46B	17	4.17%	Reduced
498	NTC NF Trinity Capital Central, Hong Kong	$202M	+$60.6M	7	26.67%	Increased
499	Vaughan Nelson Investment Management Houston, Texas	$201M	-$37.8M	5	2.34%	Reduced
500	PHS PFM Health Sciences San Francisco, California	$199M	+$20.1M	6	2.92%	Increased