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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	TI Think Investments San Francisco, California	$123M	+$19.9M	3	34.75%	Increased
502	Mairs & Power Inc St Paul, Minnesota	$123M	-$1.72M	4	1.84%	Reduced
503	VanEck Associates New York	$121M	+$21.7M	7	0.96%	Increased
504	RHBC R.H. Bluestein & Co Birmingham, Michigan	$121M	+$5.56M	5	7.54%	Increased
505	SMPIAI Spark Management Partners III (AIV I) Boston, Massachusetts	$120M	-$25.6M	1	100%	Reduced
506	Markel Group Glen Allen, Virginia	$120M	-$65.8M	5	3.26%	Reduced
507	LCG Luxor Capital Group New York	$120M	-$90.9M	1	3.77%	Reduced
508	FTIM Flowering Tree Investment Management Singapore	$120M	+$5.82M	2	43.02%	Increased
509	Horizon Kinetics New York	$119M	-$15.5M	11	2.57%	Reduced
510	Mawer Investment Management Calgary, Alberta, Canada	$119M	-$6.26M	4	1.53%	Reduced
511	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$118M	+$28.9M	12	3.72%	Increased
512	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$118M	+$301K	1	3.39%	Increased
513	OAMG Odey Asset Management Group London, United Kingdom	$118M	-$25.8M	3	9.62%	Reduced
514	CIM Calvert Investment Management Bethesda, Maryland	$118M	+$14.8M	8	5.37%	Increased
515	IL Investure LLC Charlottesville, Virginia	$117M	$0	1	22.51%	Maintained
516	Brighton Jones LLC Seattle, Washington	$116M	-$957K	4	22.67%	Reduced
517	SCM Shapiro Capital Management Atlanta, Georgia	$116M	+$65.8M	3	3.39%	Increased
518	Jupiter Asset Management London, United Kingdom	$116M	-$756K	6	4.25%	Reduced
519	TM Tiger Management New York	$116M	-$20.1M	3	14.91%	Reduced
520	New Mexico Educational Retirement Board Santa Fe, New Mexico	$115M	-$5.76M	8	5.51%	Reduced
521	Yacktman Asset Management Austin, Texas	$115M	-$3.08M	1	0.87%	Reduced
522	Axiom Investors Greenwich, Connecticut	$115M	-$39.5M	2	3.71%	Reduced
523	CAM Capstone Asset Management Houston, Texas	$114M	+$13.3M	17	3.29%	Increased
524	Great Lakes Advisors Chicago, Illinois	$114M	-$1.37M	11	3.43%	Reduced
525	Rothschild & Co Asset Management US Stamford, Connecticut	$114M	-$3.33M	6	2.08%	Reduced