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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	Cerity Partners New York	$429M	+$4.75M	19	6.66%	Increased
477	MG Meritage Group San Francisco, California	$428M	+$34.5M	1	6.67%	Increased
478	Oppenheimer & Co New York	$426M	-$13.8M	25	7.69%	Reduced
479	TCM Tybourne Capital Management Hong Kong	$425M	-$870M	5	25.16%	Reduced
480	MAI Capital Management Independence, Ohio	$421M	+$9.66M	11	7.1%	Increased
481	MP Marcho Partners London, United Kingdom	$420M	+$66.7M	5	51.05%	Increased
482	CLC Charles-Lim Capital Central, Hong Kong	$419M	+$178M	1	44.64%	Increased
483	CA Cullinan Associates Louisville, Kentucky	$419M	-$13.2M	9	21.99%	Reduced
484	KM Kora Management Brooklyn, New York	$418M	+$1.3M	1	93.85%	Increased
485	IVMX Institutional Venture Management XIV Menlo Park, California	$417M	$0	3	84.69%	Maintained
486	AP Altarock Partners West Palm Beach, Florida	$415M	+$393M	1	10.58%	New
487	Mondrian Investment Partners London, United Kingdom	$413M	+$142M	4	8.48%	Increased
488	MC Martin Currie Edinburgh, United Kingdom	$412M	+$41.6M	5	13.22%	Increased
489	DG Discerene Group Stamford, Connecticut	$410M	+$290M	4	52.29%	Increased
490	Granahan Investment Management Waltham, Massachusetts	$409M	+$88.3M	9	10.16%	Increased
491	E. Ohman J:or Asset Management Stockholm, Sweden	$406M	-$40.5M	12	13.6%	Reduced
492	Axiom Investors Greenwich, Connecticut	$405M	-$150M	5	9.57%	Reduced
493	SAM Securian Asset Management St Paul, Minnesota	$394M	-$5.74M	14	7.69%	Reduced
494	Kovitz Investment Group Partners Chicago, Illinois	$393M	+$65.1M	8	7.49%	Increased
495	BOK Financial Tulsa, Oklahoma	$391M	-$24.9M	18	6.45%	Reduced
496	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$390M	+$11.4M	23	8.28%	Increased
497	HM Payson & Co Portland, Maine	$389M	-$682K	22	8.85%	Reduced
498	Central Trust Company Jefferson City, Missouri	$388M	-$7.64M	26	11.1%	Reduced
499	IEQ Capital Foster City, California	$387M	+$33.1M	28	9.22%	Increased
500	Douglass Winthrop Advisors New York	$387M	-$72.9M	7	9.14%	Reduced