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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	Capital Group Private Client Services Los Angeles, California	$294M	-$43.9M	5	3.72%	Reduced
477	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$292M	-$7.07M	6	5.75%	Reduced
478	LCG Luxor Capital Group New York	$290M	+$130M	5	12.72%	Increased
479	KCMH Kontiki Capital Management (HK) Hong Kong	$290M	+$20M	2	37.78%	Increased
480	Greenoaks Capital Partners Orinda, California	$289M	-$648M	9	48.46%	Reduced
481	Ancora Advisors Cleveland, Ohio	$289M	+$81.4M	28	8.32%	Increased
482	Brookfield Corp Toronto, Ontario, Canada	$287M	-$14.8M	11	1.08%	Reduced
483	Lyrical Asset Management New York	$286M	-$36M	2	6.04%	Reduced
484	Impax Asset Management Group London, United Kingdom	$286M	+$90.3M	9	1.28%	Increased
485	HMP HS Management Partners New York	$285M	+$23.9M	2	13.17%	Increased
486	Baupost Group Boston, Massachusetts	$285M	+$19.9M	2	4.65%	Increased
487	Tocqueville Asset Management New York	$284M	-$23.7M	9	5.39%	Reduced
488	Beacon Pointe Advisors Newport Beach, California	$283M	+$11.4M	15	5.5%	Increased
489	WI Wafra Inc New York	$283M	-$17.3M	4	10.82%	Reduced
490	Causeway Capital Management Los Angeles, California	$282M	+$97.9M	5	8.19%	Increased
491	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$281M	+$284M	3	15.35%	Increased
492	Stonegate Investment Group Birmingham, Alabama	$279M	+$19M	12	12.03%	Increased
493	HM Payson & Co Portland, Maine	$279M	-$6.71M	17	6.94%	Reduced
494	Illinois Municipal Retirement Fund Oak Brook, Illinois	$278M	+$28.1M	16	6.25%	Increased
495	Atria Wealth Solutions New York	$277M	-$7.41M	20	4.44%	Reduced
496	Cooke & Bieler Philadelphia, Pennsylvania	$277M	-$31.6M	2	2.71%	Reduced
497	InterOcean Capital Group Nashville, Tennessee	$277M	+$14.3M	8	10.12%	Increased
498	MC Martin Currie Edinburgh, United Kingdom	$276M	-$34.8M	4	10.79%	Reduced
499	TIAM TT International Asset Management London, United Kingdom	$276M	+$97.2M	5	26.97%	Increased
500	GCCM Green Court Capital Management Hong Kong	$276M	+$12M	1	100%	Increased