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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	CAM CGOV Asset Management Toronto, Ontario, Canada	$128M	-$4.67M	2	4.71%	Reduced
502	SIG Senator Investment Group New York	$127M	-$50M	1	1.94%	Reduced
503	SCMC Serenity Capital Management (Cayman) George Town, Cayman Islands	$127M	+$11M	2	47.17%	Increased
504	Kovitz Investment Group Partners Chicago, Illinois	$127M	-$844K	3	7.38%	Reduced
505	CP Coho Partners Berwyn, Pennsylvania	$126M	+$2.58M	2	4.41%	Increased
506	Evercore Wealth Management New York	$126M	+$8.17M	9	5.22%	Increased
507	SRS Investment Management New York	$126M	-$274M	2	3.64%	Reduced
508	Amalgamated Bank New York	$126M	+$23M	20	5.69%	Increased
509	EC Eminence Capital New York	$126M	-$24.6M	1	1.97%	Reduced
510	Fuller & Thaler Asset Management San Mateo, California	$125M	-$7.52M	12	1.89%	Reduced
511	DL Delta Lloyd Amsterdam, Netherlands	$125M	-$30.7M	10	3.92%	Reduced
512	Advisors Asset Management Monument, Colorado	$125M	+$750K	20	2.07%	Increased
513	BGMBH Burda Gesellschaft mit beschrankter Haftung Offenburg, Germany	$124M	+$136M	1	100%	New
514	D.A. Davidson & Co Great Falls, Montana	$124M	+$49.2M	33	2.81%	Increased
515	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$124M	+$11.8M	12	1.51%	Increased
516	WAM World Asset Management Detroit, Michigan	$124M	-$10.7M	19	4.66%	Reduced
517	New Mexico Educational Retirement Board Santa Fe, New Mexico	$123M	+$6.1M	8	5.71%	Increased
518	SD Sumway Development Shanghai, China	$123M	-$13M	3	55.54%	Reduced
519	Dorsal Capital Management Redwood City, California	$122M	-$58M	3	7.67%	Reduced
520	Hardman Johnston Global Advisors Stamford, Connecticut	$122M	+$84.6M	3	5.94%	Increased
521	General Atlantic New York	$120M	+$22.7M	1	6.99%	Increased
522	Personal Capital Advisors Redwood City, California	$120M	+$8.69M	6	3.57%	Increased
523	Artemis Investment Management Edinburgh, United Kingdom	$120M	-$118M	2	3.22%	Reduced
524	HCM Highfields Capital Management Boston, Massachusetts	$119M	+$70M	2	0.99%	Increased
525	Avalon Investment & Advisory Houston, Texas	$119M	-$267K	7	4.31%	Reduced