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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	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$120M	+$4.41K	11	3.67%	Increased
502	Jupiter Asset Management London, United Kingdom	$120M	+$1.97M	6	4.56%	Increased
503	Country Trust Bank Bloomington, Illinois	$120M	+$3.61M	2	6.41%	Increased
504	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$119M	+$11.1M	4	8.98%	Increased
505	MCM McKinley Capital Management Anchorage, Alaska	$119M	+$40M	3	5.73%	Increased
506	Daiwa Securities Group Tokyo, Japan	$118M	-$14M	16	0.75%	Reduced
507	Alpha Wave Global New York	$118M	-$12.9M	2	7.77%	Reduced
508	New Mexico Educational Retirement Board Santa Fe, New Mexico	$118M	+$1.69M	8	5.63%	Increased
509	Thompson Siegel & Walmsley Richmond, Virginia	$118M	+$10.8M	11	1.91%	Increased
510	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$117M	+$51.5M	3	5.1%	Increased
511	Becker Capital Management Portland, Oregon	$117M	+$1.98M	2	5.06%	Increased
512	Cambridge Investment Research Advisors Fairfield, Iowa	$117M	+$7.4M	8	2.65%	Increased
513	Frontier Capital Management Boston, Massachusetts	$116M	-$21.4M	3	0.92%	Reduced
514	WAM World Asset Management Detroit, Michigan	$116M	-$10.6M	13	4.64%	Reduced
515	Great Lakes Advisors Chicago, Illinois	$116M	+$210K	10	3.18%	Increased
516	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$116M	+$8.95M	4	6.32%	Increased
517	Oppenheimer & Co New York	$116M	+$4.55M	14	3.51%	Increased
518	PRCM Pine River Capital Management Minnetonka, Minnesota	$115M	+$40.6M	13	1.68%	Increased
519	Maverick Capital Dallas, Texas	$115M	+$25.8M	7	1.81%	Increased
520	MGM Miura Global Management New York	$114M	+$9.41M	2	7.87%	Increased
521	Sit Investment Associates Minneapolis, Minnesota	$114M	-$4.05M	5	2.08%	Reduced
522	Clifford Swan Investment Counsel Pasadena, California	$114M	+$456K	6	7.7%	Increased
523	Yacktman Asset Management Austin, Texas	$113M	-$14.7M	1	0.88%	Reduced
524	Samlyn Capital New York	$113M	+$96.9M	3	2.42%	Increased
525	Waverton Investment Management London, United Kingdom	$113M	+$15.8M	5	8.61%	Increased