← All themes

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	Williams Jones & Associates New York	$129M	+$44.7M	7	5.29%	Increased
502	MICM Matthews International Capital Management San Francisco, California	$128M	-$217K	5	5.33%	Reduced
503	NM NWI Management New York	$128M	$0	2	18.51%	Maintained
504	WAM World Asset Management Detroit, Michigan	$128M	-$28.5M	11	4.36%	Reduced
505	MI Markston International White Plains, New York	$127M	-$9.89M	5	7.91%	Reduced
506	Two Sigma Advisers New York	$127M	+$137K	28	0.98%	Increased
507	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$127M	-$353M	3	4.86%	Reduced
508	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$127M	-$28.6M	1	5.69%	Reduced
509	BB&T Securities Richmond, Virginia	$126M	-$9.52M	8	2.83%	Reduced
510	FP FPR Partners San Francisco, California	$125M	-$20.8M	1	3.77%	Reduced
511	PIA Piedmont Investment Advisors Durham, North Carolina	$125M	-$34.2M	6	7.54%	Reduced
512	TU TDAM USA Toronto, Ontario, Canada	$125M	-$162K	6	5.26%	Reduced
513	Caxton Associates (New York) New York	$124M	+$106M	3	9.61%	Increased
514	CC Curian Capital Denver, Colorado	$123M	+$10.8M	9	2.09%	Increased
515	Country Trust Bank Bloomington, Illinois	$122M	-$177K	2	6.12%	Reduced
516	Bridgeway Capital Management Houston, Texas	$122M	-$2.36M	17	2.77%	Reduced
517	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$121M	-$21.4M	1	13.97%	Reduced
518	CCM Corsair Capital Management New York	$121M	-$22.3M	4	12.81%	Reduced
519	PineBridge Investments New York	$121M	-$1.84M	15	4.58%	Reduced
520	Candriam SCA Strassen, Luxembourg, Luxembourg	$121M	+$119M	10	2.52%	New
521	Janney Montgomery Scott Philadelphia, Pennsylvania	$119M	+$5.8M	10	2.39%	Increased
522	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$119M	-$104K	4	5.96%	Reduced
523	Clifford Swan Investment Counsel Pasadena, California	$119M	-$1.05M	6	7.88%	Reduced
524	MUFG Americas New York	$119M	-$1.31M	14	3.96%	Reduced
525	TCP Tourbillon Capital Partners New York	$117M	+$89.5M	2	3.16%	Increased