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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
501	Waverton Investment Management London, United Kingdom	$81M	+$31.7M	4	4.76%	Increased
502	SAM Sentinel Asset Management Montpelier, Vermont	$81M	-$4.06M	4	1.69%	Reduced
503	DC Deere & Company Moline, Illinois	$80.7M	+$2.22M	15	4.61%	Increased
504	PRCM Pine River Capital Management Minnetonka, Minnesota	$80.6M	+$50.5M	5	0.87%	Increased
505	TAA Turiya Advisors Asia Hong Kong	$79.7M	+$62.4M	1	7.63%	Increased
506	Ruffer LLP London, United Kingdom	$79.6M	-$69.5M	3	3.7%	Reduced
507	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$79.5M	-$1.02M	3	4.9%	Reduced
508	CC Colrain Capital Boston, Massachusetts	$79.4M	-$10.4M	3	5.92%	Reduced
509	Spot Trading Chicago, Illinois	$79M	-$16M	12	0.49%	Reduced
510	CCM Conatus Capital Management Greenwich, Connecticut	$78.7M	-$9.46M	1	3.32%	Reduced
511	Institutional Capital Chicago, Illinois	$78.4M	+$74.9M	1	0.4%	New
512	Tudor Investment Corp Stamford, Connecticut	$78.4M	+$71.8M	10	3.23%	Increased
513	London Company of Virginia Richmond, Virginia	$78.3M	-$20M	2	1.06%	Reduced
514	Cannell & Spears New York	$77.9M	+$5.68M	4	10.14%	Increased
515	Clifford Swan Investment Counsel Pasadena, California	$77.4M	-$822K	5	6.17%	Reduced
516	Scotia Capital Toronto, Ontario, Canada	$77.4M	+$10.8M	6	2.07%	Increased
517	Rockefeller Financial Services New York	$77.2M	-$12.2M	6	1.8%	Reduced
518	Evercore Wealth Management New York	$77.1M	-$8.68M	9	4.42%	Reduced
519	Bradley Foster & Sargent Hartford, Connecticut	$76.4M	-$2.43M	6	4.45%	Reduced
520	SCA Southpoint Capital Advisors New York	$76.3M	-$26.1M	1	4.28%	Reduced
521	HBK Investments Dallas, Texas	$76.3M	+$13.1M	16	1.12%	Increased
522	Truist Financial Charlotte, North Carolina	$76.1M	+$992K	8	2.7%	Increased
523	CPIM Columbia Partners Investment Management Alexandria, Virginia	$75.8M	+$5.47M	5	3.38%	Increased
524	LCM Logan Capital Management Newtown Square, Pennsylvania	$74.7M	-$11.8M	5	5.59%	Reduced
525	SAM Securian Asset Management St Paul, Minnesota	$74.7M	+$635K	9	3%	Increased