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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	Blackhill Capital Morristown, New Jersey	$398M	+$3.71M	3	53.81%	Increased
477	GCM Gladstone Capital Management London, United Kingdom	$396M	+$51.8M	3	21.45%	Increased
478	BIM Barton Investment Management West Conshohocken, Pennsylvania	$395M	-$14.1M	4	37.94%	Reduced
479	MML Investors Services Springfield, Massachusetts	$393M	+$101K	26	4.92%	Increased
480	Bridges Investment Management Omaha, Nebraska	$389M	-$12M	5	13.17%	Reduced
481	PCM Prime Capital Management Hong Kong	$388M	+$85.6M	3	74.87%	Increased
482	HH HSG Holding Na, Hong Kong	$387M	+$145M	4	56.37%	Increased
483	Fiduciary Trust Boston, Massachusetts	$386M	-$8.16M	9	9.1%	Reduced
484	Qube Research & Technologies (QRT) London, United Kingdom	$385M	+$35.1M	44	5.49%	Increased
485	Westwood Holdings Group Dallas, Texas	$384M	+$13.2M	9	4.87%	Increased
486	OC Oakmont Corp Los Angeles, California	$380M	$0	5	39.44%	Maintained
487	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$380M	-$12.7M	10	12.92%	Reduced
488	NCA Newbrook Capital Advisors New York	$380M	-$194M	4	26.41%	Reduced
489	Stonehage Fleming Financial Services St. Helier, Jersey	$377M	+$243M	7	14%	Increased
490	LCG Luxor Capital Group New York	$376M	+$84.9M	9	6.78%	Increased
491	Oppenheimer & Co New York	$373M	-$32.7M	30	9.33%	Reduced
492	Kornitzer Capital Management Shawnee Mission, Kansas	$370M	+$35.8M	21	7.24%	Increased
493	John W. Bristol & Co New York	$369M	-$41.3M	2	8.37%	Reduced
494	Washington Trust Westerly, Rhode Island	$369M	-$14.1M	19	13.63%	Reduced
495	Polen Capital Management Boca Raton, Florida	$368M	+$84.3M	5	0.98%	Increased
496	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$364M	+$23.7M	2	53.04%	Increased
497	Whittier Trust South Pasadena, California	$361M	+$15.7M	21	8.59%	Increased
498	Select Equity Group New York	$358M	-$147M	3	1.76%	Reduced
499	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$354M	+$60.8M	2	4.71%	Increased
500	JCM JS Capital Management New York	$352M	+$8.23M	9	18.17%	Increased