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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	Bridgeway Capital Management Houston, Texas	$131M	+$1.68M	22	2.7%	Increased
502	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$131M	+$8.08M	5	3.58%	Increased
503	Mairs & Power Inc St Paul, Minnesota	$130M	+$834K	4	1.79%	Increased
504	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$130M	-$1.34M	4	6.41%	Reduced
505	MI Markston International White Plains, New York	$128M	-$8.05M	5	8.57%	Reduced
506	TU TDAM USA Toronto, Ontario, Canada	$128M	-$2.93M	6	5.18%	Reduced
507	Artemis Investment Management Edinburgh, United Kingdom	$127M	-$31.1M	5	5.07%	Reduced
508	KCM Kensico Capital Management Greenwich, Connecticut	$126M	+$55M	1	2.5%	Increased
509	Samlyn Capital New York	$126M	+$72.5M	4	2.02%	Increased
510	Rathbones Group Liverpool, United Kingdom	$126M	+$661K	6	8.33%	Increased
511	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$125M	-$2.89M	3	1.76%	Reduced
512	Country Trust Bank Bloomington, Illinois	$125M	-$7.69M	2	6.27%	Reduced
513	BB&T Securities Richmond, Virginia	$124M	+$1.1M	9	2.72%	Increased
514	Melvin Capital Management New York	$124M	+$43.2M	3	8.04%	Increased
515	BPI Battery Partners IX Boston, Massachusetts	$123M	$0	1	48.25%	Maintained
516	AC Axon Capital New York	$123M	-$61.9M	1	8.64%	Reduced
517	Livforsakringsbolaget Skandia Stockholm, Sweden	$123M	-$3.19M	9	6.04%	Reduced
518	NIMC NWQ Investment Management Company Los Angeles, California	$123M	+$16.5M	2	1.53%	Increased
519	Cullen/Frost Bankers San Antonio, Texas	$123M	-$4.65M	7	4.59%	Reduced
520	MUFG Americas New York	$122M	-$1.19M	14	4.06%	Reduced
521	Williams Jones & Associates New York	$122M	-$10.5M	7	4.89%	Reduced
522	Clifford Swan Investment Counsel Pasadena, California	$121M	+$3.03M	6	7.98%	Increased
523	CCM Conatus Capital Management Greenwich, Connecticut	$120M	-$318K	2	7.56%	Reduced
524	VanEck Associates New York	$119M	-$25.4M	5	0.69%	Reduced
525	SHIM Spruce House Investment Management New York	$119M	$0	1	24.88%	Maintained