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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	CPCM Clifton Park Capital Management Wilmington, Delaware	$114M	-$12.2M	2	10.24%	Reduced
502	NIMC NWQ Investment Management Company Los Angeles, California	$114M	-$66.1M	3	1.76%	Reduced
503	OAMG Odey Asset Management Group London, United Kingdom	$113M	-$28.2M	3	8.93%	Reduced
504	ACP Ashfield Capital Partners San Francisco, California	$113M	-$21.4M	5	7.24%	Reduced
505	KDA KPCB DGF Associates Menlo Park, California	$113M	-$57.8M	1	34.15%	Reduced
506	WAM World Asset Management Detroit, Michigan	$113M	-$2.23M	10	4.63%	Reduced
507	FTCM Fir Tree Capital Management New York	$113M	-$72.2M	2	1.89%	Reduced
508	SFM Systematic Financial Management Teaneck, New Jersey	$112M	+$11.4M	5	1.19%	Increased
509	Findlay Park Partners London, United Kingdom	$111M	+$24.7M	1	1.24%	Increased
510	Becker Capital Management Portland, Oregon	$111M	+$22.3M	2	5.03%	Increased
511	Country Trust Bank Bloomington, Illinois	$111M	+$2.96M	4	6.08%	Increased
512	Truist Financial Charlotte, North Carolina	$110M	+$29.8M	9	2.87%	Increased
513	SMPIAI Spark Management Partners III (AIV I) Boston, Massachusetts	$110M	$0	1	100%	Maintained
514	Farallon Capital Management San Francisco, California	$110M	-$57.6M	1	1.45%	Reduced
515	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$109M	+$414K	4	6.17%	Increased
516	SAM Scopus Asset Management New York	$109M	-$10.1M	2	3.02%	Reduced
517	GCM Glynn Capital Management Menlo Park, California	$108M	+$7.17M	7	35.84%	Increased
518	MUFG Americas New York	$108M	-$2.12M	13	4.04%	Reduced
519	AEGON Asset Management (UK) Edinburgh, United Kingdom	$108M	-$35.4M	4	3.27%	Reduced
520	CAM Contour Asset Management New York	$108M	-$52.7M	3	6.23%	Reduced
521	Clifford Swan Investment Counsel Pasadena, California	$108M	-$9.74M	6	7.72%	Reduced
522	Fuller & Thaler Asset Management San Mateo, California	$108M	+$22.4M	9	2.79%	Increased
523	BB&T Securities Richmond, Virginia	$107M	+$6.17M	8	2.36%	Increased
524	CIBC World Market Toronto, Ontario, Canada	$107M	+$93.5K	9	0.53%	Increased
525	Mawer Investment Management Calgary, Alberta, Canada	$107M	-$24.7M	4	1.47%	Reduced