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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	LSV Asset Management Chicago, Illinois	$92.1M	+$22M	6	0.21%	Increased
502	Castleark Management Chicago, Illinois	$92.1M	+$13.5M	4	2.62%	Increased
503	PineBridge Investments New York	$91.9M	-$20.1M	12	3.03%	Reduced
504	Cullen/Frost Bankers San Antonio, Texas	$91.7M	-$809K	6	3.94%	Reduced
505	CII CR Intrinsic Investors Stamford, Connecticut	$91.4M	-$15.1M	6	3.43%	Reduced
506	Bahl & Gaynor Cincinnati, Ohio	$90.7M	+$1.52M	5	1.45%	Increased
507	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$89.5M	+$63.2M	3	0.68%	Increased
508	TU TDAM USA Toronto, Ontario, Canada	$89.3M	-$2.93M	7	3.88%	Reduced
509	Clifford Swan Investment Counsel Pasadena, California	$89.1M	+$4.38M	6	6.24%	Increased
510	SM Seminole Management New York	$88.8M	-$39.8M	1	4.25%	Reduced
511	MGM Miura Global Management New York	$88.5M	-$49.6M	2	8.43%	Reduced
512	Cohen & Steers New York	$88.4M	-$27.2M	4	0.27%	Reduced
513	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$87.8M	+$59M	9	2.54%	Increased
514	SAM Shell Asset Management The Hague, Netherlands	$87.5M	-$1.09M	7	1.45%	Reduced
515	MUFG Securities EMEA London, United Kingdom	$87.5M	+$66.4M	3	19.08%	Increased
516	London Company of Virginia Richmond, Virginia	$87.3M	-$1.91M	2	0.98%	Reduced
517	CCM Cupps Capital Management Chicago, Illinois	$86.8M	-$817K	10	6.64%	Reduced
518	CCM Conatus Capital Management Greenwich, Connecticut	$86.6M	-$43.7M	1	3.83%	Reduced
519	Profund Advisors Bethesda, Maryland	$86M	-$957K	17	3.91%	Reduced
520	D.A. Davidson & Co Great Falls, Montana	$85.8M	+$8.59M	23	3.07%	Increased
521	HP Holowesko Partners Nassau, Bahamas	$85.7M	+$266K	1	5.01%	Increased
522	CPM Chesapeake Partners Management Baltimore, Maryland	$85.5M	+$18.5M	4	3.32%	Increased
523	GCM Gabalex Capital Management New York	$85.1M	-$5.06M	2	30.57%	Reduced
524	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$84.5M	-$54.9M	3	1.84%	Reduced
525	Granahan Investment Management Waltham, Massachusetts	$84.4M	+$8.99M	4	2.27%	Increased