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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	Cullen/Frost Bankers San Antonio, Texas	$165M	-$2.41M	7	5.41%	Reduced
502	TCG Tremblant Capital Group West Palm Beach, Florida	$165M	+$15.4M	3	7.3%	Increased
503	Advisors Asset Management Monument, Colorado	$164M	+$3.04M	22	2.74%	Increased
504	Truist Financial Charlotte, North Carolina	$164M	+$5.45M	9	3.18%	Increased
505	TCP Tourbillon Capital Partners New York	$164M	+$39.7M	1	3.96%	Increased
506	ACA Abdiel Capital Advisors New York	$163M	-$35.7M	1	26.67%	Reduced
507	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$163M	+$39.2M	8	2.16%	Increased
508	CLC Charles-Lim Capital Central, Hong Kong	$162M	-$33.6M	3	32.74%	Reduced
509	CAM Contour Asset Management New York	$162M	-$43.4K	3	9.09%	Reduced
510	BCM Bares Capital Management Austin, Texas	$161M	+$12.8M	1	7.26%	Increased
511	MCM McKinley Capital Management Anchorage, Alaska	$161M	-$82.3M	4	6.56%	Reduced
512	Oppenheimer & Co New York	$160M	+$3.61M	15	4.28%	Increased
513	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$160M	+$77.4M	6	57.42%	Increased
514	Evercore Wealth Management New York	$159M	-$1.8M	9	6.19%	Reduced
515	KCM Kensico Capital Management Greenwich, Connecticut	$159M	$0	1	2.41%	Maintained
516	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$158M	+$1.62M	4	42.53%	Increased
517	QS Investors New York	$158M	-$13.4M	26	1.28%	Reduced
518	Scharf Investments Los Gatos, California	$158M	-$5.28M	2	3.83%	Reduced
519	Kovitz Investment Group Partners Chicago, Illinois	$158M	-$2.69M	6	7.85%	Reduced
520	Thomaspartners Boston, Massachusetts	$157M	+$507K	1	1.26%	Increased
521	FFM Fullerton Fund Management Singapore	$156M	+$49.6M	3	65.76%	Increased
522	Crossmark Global Holdings Houston, Texas	$156M	+$156M	20	4.03%	New
523	Country Trust Bank Bloomington, Illinois	$155M	-$1.68M	4	7.04%	Reduced
524	FAM Foxhaven Asset Management Charlottesville, Virginia	$155M	+$25.8M	3	11.27%	Increased
525	Becker Capital Management Portland, Oregon	$155M	-$2.62M	2	5.32%	Reduced