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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	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$129M	-$2.97M	1	6.69%	Reduced
502	Bridgeway Capital Management Houston, Texas	$129M	-$1.93M	21	2.54%	Reduced
503	Mairs & Power Inc St Paul, Minnesota	$128M	-$2.16M	4	1.81%	Reduced
504	OAMG Odey Asset Management Group London, United Kingdom	$128M	-$20.9M	3	7.58%	Reduced
505	Bank of Nova Scotia Toronto, Ontario, Canada	$128M	-$74.9M	8	0.64%	Reduced
506	DCM Dupont Capital Management Wilmington, Delaware	$127M	-$18.1M	7	2.76%	Reduced
507	Smead Capital Management Phoenix, Arizona	$126M	+$13.3M	2	8.25%	Increased
508	PHS PFM Health Sciences San Francisco, California	$126M	+$35.3M	2	3.19%	Increased
509	Braun Stacey Associates New York	$126M	+$38.4M	3	5.36%	Increased
510	Williams Jones & Associates New York	$125M	+$2.01M	7	4.82%	Increased
511	ARTA A.R.T. Advisors New York	$125M	+$43.4M	25	4.19%	Increased
512	RHBC R.H. Bluestein & Co Birmingham, Michigan	$125M	-$18.2M	5	7.61%	Reduced
513	Livforsakringsbolaget Skandia Stockholm, Sweden	$125M	+$1.44M	9	6.13%	Increased
514	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$125M	-$7.02M	7	4.22%	Reduced
515	Rathbones Group Liverpool, United Kingdom	$125M	-$849K	6	8.09%	Reduced
516	MG Meritage Group San Francisco, California	$125M	-$52.1M	1	2.79%	Reduced
517	PAR Capital Management Boston, Massachusetts	$124M	+$110M	4	2.8%	Increased
518	IL Investure LLC Charlottesville, Virginia	$123M	+$103M	1	23.55%	Increased
519	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$123M	-$7.6M	4	6.3%	Reduced
520	New Mexico Educational Retirement Board Santa Fe, New Mexico	$122M	-$13.2M	7	5.93%	Reduced
521	WAM World Asset Management Detroit, Michigan	$122M	-$15.7M	9	4.81%	Reduced
522	Country Trust Bank Bloomington, Illinois	$122M	+$346K	4	6.12%	Increased
523	MGM Miura Global Management New York	$122M	-$148M	1	7.42%	Reduced
524	Clifford Swan Investment Counsel Pasadena, California	$122M	+$59.9K	6	8.17%	Increased
525	CIBC World Market Toronto, Ontario, Canada	$119M	+$80.5M	11	0.52%	Increased