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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	Oppenheimer & Co New York	$168M	-$11.8M	16	5.27%	Reduced
477	TI TT International London, United Kingdom	$168M	+$15.6M	1	21.64%	Increased
478	VCM Valiant Capital Management San Francisco, California	$168M	+$20.8M	3	15.82%	Increased
479	Driehaus Capital Management Chicago, Illinois	$166M	-$5.89M	13	7.1%	Reduced
480	VM Valinor Management New York	$165M	+$576K	2	8.05%	Increased
481	Harvard Management Company Boston, Massachusetts	$164M	+$181M	1	34.6%	Increased
482	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$164M	-$36.3M	21	3.23%	Reduced
483	Natixis Paris, France	$163M	+$78.2M	11	1.35%	Increased
484	SAM Securian Asset Management St Paul, Minnesota	$163M	-$2.08M	13	4.38%	Reduced
485	Snyder Capital Management San Francisco, California	$163M	-$6.86M	2	8.79%	Reduced
486	LCS Levin Capital Strategies New York	$162M	-$25.6M	6	3.58%	Reduced
487	AVC Arlington Value Capital Salt Lake City, Utah	$162M	+$6.44M	1	12.95%	Increased
488	Johnson Investment Counsel Cincinnati, Ohio	$161M	+$3.56M	7	3.91%	Increased
489	TAMH Taikang Asset Management (HK) Hong Kong	$160M	-$45.9M	7	27.43%	Reduced
490	RCW Rheos Capital Works Tokyo, Japan	$160M	+$17.4M	3	23.98%	Increased
491	Westwood Holdings Group Dallas, Texas	$160M	+$39.2M	8	1.83%	Increased
492	Truist Financial Charlotte, North Carolina	$160M	+$5.37M	10	3.28%	Increased
493	Markel Group Glen Allen, Virginia	$159M	+$1.08M	2	3.05%	Increased
494	BIM Barton Investment Management West Conshohocken, Pennsylvania	$159M	+$6.78M	4	31.72%	Increased
495	River Road Asset Management Louisville, Kentucky	$158M	-$36.3M	5	3.89%	Reduced
496	MC Martin Currie Edinburgh, United Kingdom	$158M	+$3.31M	5	12.85%	Increased
497	Achmea Investment Management Zeist, Netherlands	$158M	+$1.08M	12	7.3%	Increased
498	Daiwa Securities Group Tokyo, Japan	$158M	+$3.23M	22	1.52%	Increased
499	Voleon Capital Management Berkeley, California	$158M	+$180M	4	15.04%	New
500	HCM Highfields Capital Management Boston, Massachusetts	$158M	+$194M	1	7.43%	New