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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	Aberdeen Asset Management Aberdeen, United Kingdom	$98.9M	-$503K	7	0.28%	Reduced
502	SG Swarthmore Group Philadelphia, Pennsylvania	$98.7M	+$30.7M	3	11.49%	Increased
503	HBK Investments Dallas, Texas	$98.4M	+$5.09M	12	1.89%	Increased
504	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$98.4M	$0	2	7.53%	Maintained
505	Waverton Investment Management London, United Kingdom	$98.4M	+$1.42M	5	5.03%	Increased
506	Cullen/Frost Bankers San Antonio, Texas	$97.5M	+$2.67M	6	4.33%	Increased
507	TCM Tiger Consumer Management New York	$97.1M	-$90M	1	3.94%	Reduced
508	WCM Investment Management Laguna Beach, California	$97M	+$51M	3	3.5%	Increased
509	TU TDAM USA Toronto, Ontario, Canada	$96.8M	+$3.11M	7	4.18%	Increased
510	Alpha Wave Global New York	$96.3M	+$15.7M	1	7.23%	Increased
511	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$96.3M	+$19.9M	10	2.66%	Increased
512	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$95.1M	-$3.9M	3	4.8%	Reduced
513	FCIM Fairview Capital Investment Management Greenbrae, California	$95M	-$12.8M	4	8.3%	Reduced
514	DCM Dupont Capital Management Wilmington, Delaware	$94.8M	-$22.7M	5	1.66%	Reduced
515	BCM Bluefin Capital Management New York	$93.6M	+$74.9M	4	7.28%	Increased
516	PEAK6 Group Chicago, Illinois	$93.5M	+$24.7M	20	0.65%	Increased
517	Profund Advisors Bethesda, Maryland	$93.4M	+$12.2M	19	4.18%	Increased
518	MGM Miura Global Management New York	$93.3M	+$28.1M	2	10.09%	Increased
519	AGF Investments Inc Toronto, Ontario, Canada	$93.2M	-$43.9M	5	0.95%	Reduced
520	Bahl & Gaynor Cincinnati, Ohio	$93M	+$14.1M	5	1.53%	Increased
521	Apex Capital Management Dayton, Ohio	$92.6M	+$4.3M	11	3.47%	Increased
522	GCM Gabalex Capital Management New York	$92.4M	+$26M	2	28.26%	Increased
523	CAM Coronation Asset Management Cape Town, South Africa	$92.1M	-$21.8M	3	9.34%	Reduced
524	DC Deere & Company Moline, Illinois	$91.7M	-$134K	14	4.7%	Reduced
525	DF Dent & Co Baltimore, Maryland	$91.6M	-$6.27M	2	2.09%	Reduced