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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	BCM Brown Capital Management Baltimore, Maryland	$322M	+$68.6M	8	4.52%	Increased
477	Carson Wealth (CWM LLC) Omaha, Nebraska	$322M	+$36.3M	92	2.56%	Increased
478	Lyrical Asset Management New York	$321M	-$30.7M	3	6.64%	Reduced
479	HCM HMI Capital Management San Francisco, California	$320M	+$16.6M	2	12.04%	Increased
480	Quilter Plc London, United Kingdom	$318M	-$3.59M	5	11.4%	Reduced
481	SBLIC Security Benefit Life Insurance Company Topeka, Kansas	$317M	-$91.7M	1	29.75%	Reduced
482	John W. Bristol & Co New York	$315M	-$68.7K	2	7.88%	Reduced
483	Egerton Capital (UK) London, United Kingdom	$315M	+$352M	1	2.45%	New
484	HM Payson & Co Portland, Maine	$315M	+$3.28M	18	8.65%	Increased
485	Atria Wealth Solutions New York	$315M	+$193M	21	5.44%	Increased
486	CIP Champlain Investment Partners Burlington, Vermont	$311M	-$39.3M	2	2.12%	Reduced
487	Wolverine Trading Chicago, Illinois	$311M	+$218M	37	0.5%	Increased
488	SEP Soma Equity Partners San Francisco, California	$310M	-$34.5M	2	15.95%	Reduced
489	Kovitz Investment Group Partners Chicago, Illinois	$308M	+$9.62M	6	7.12%	Increased
490	Oppenheimer & Co New York	$305M	-$11.6M	22	7.13%	Reduced
491	Border to Coast Pensions Partnership Leeds, United Kingdom	$305M	$0	3	9.85%	Maintained
492	LGT Group Foundation Vaduz, Liechtenstein	$303M	-$110M	8	11.81%	Reduced
493	IVMX Institutional Venture Management XIV Menlo Park, California	$301M	$0	3	91.77%	Maintained
494	Alyeska Investment Group Chicago, Illinois	$300M	+$159M	9	3.5%	Increased
495	SAM Securian Asset Management St Paul, Minnesota	$298M	+$1.67M	14	8.89%	Increased
496	Beacon Pointe Advisors Newport Beach, California	$297M	-$2.91M	14	6.65%	Reduced
497	KCMH Kontiki Capital Management (HK) Hong Kong	$296M	+$3.76M	3	36.06%	Increased
498	CAM ClariVest Asset Management San Diego, California	$295M	-$11.3M	10	14.23%	Reduced
499	MC Martin Currie Edinburgh, United Kingdom	$294M	-$2.84M	5	12.5%	Reduced
500	MICM Matthews International Capital Management San Francisco, California	$293M	+$68.2M	8	42.55%	Increased