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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	RHBC R.H. Bluestein & Co Birmingham, Michigan	$434M	-$23.2M	13	17.21%	Reduced
477	BIM Barton Investment Management West Conshohocken, Pennsylvania	$433M	-$10.7M	3	36.25%	Reduced
478	Douglass Winthrop Advisors New York	$430M	+$18.2M	8	10.53%	Increased
479	Norinchukin Bank Tokyo, Japan	$425M	+$25.9M	13	5.91%	Increased
480	CF Cypress Funds Los Angeles, California	$424M	$0	4	35.42%	Maintained
481	VS VK Services Menlo Park, California	$423M	-$464M	1	9.56%	Reduced
482	Whittier Trust South Pasadena, California	$422M	-$1.85M	29	7.68%	Reduced
483	Oppenheimer & Co New York	$421M	-$29.3M	33	7.88%	Reduced
484	Fiera Capital (Canada) Montreal, Quebec, Canada	$420M	-$44.9M	17	1.08%	Reduced
485	Mairs & Power Inc St Paul, Minnesota	$417M	+$85M	4	4.18%	Increased
486	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$417M	+$3.25M	24	10.07%	Increased
487	Baupost Group Boston, Massachusetts	$417M	-$681M	1	3.83%	Reduced
488	Kornitzer Capital Management Shawnee Mission, Kansas	$416M	+$24.6M	22	6.38%	Increased
489	CP Coho Partners Berwyn, Pennsylvania	$415M	+$189M	5	6.72%	Increased
490	SoftBank Group Tokyo, Japan	$414M	+$496M	2	3.67%	Increased
491	Boston Partners Boston, Massachusetts	$412M	-$168M	12	0.52%	Reduced
492	Cetera Investment Advisers Schaumburg, Illinois	$410M	+$497K	31	6.52%	Increased
493	Appaloosa LP Short Hills, New Jersey	$409M	-$190M	4	9.74%	Reduced
494	FCI Financial Counselors Inc Overland Park, Kansas	$408M	+$13.6M	12	8.73%	Increased
495	Lido Advisors Los Angeles, California	$407M	+$75.3M	17	5.68%	Increased
496	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$406M	-$47M	13	11.18%	Reduced
497	Phoenix Financial Givatayim, Israel	$406M	+$265M	11	7.03%	Increased
498	Capital Group Private Client Services Los Angeles, California	$406M	+$424M	4	4.71%	New
499	Bartlett & Co Wealth Management Cincinnati, Ohio	$404M	-$905K	13	7.7%	Reduced
500	Bartlett & Co Cincinnati, Ohio	$404M	-$906K	13	7.71%	Reduced