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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	Aristotle Capital Management Los Angeles, California	$221M	+$7.59M	3	0.93%	Increased
502	Cardano Risk Management Rotterdam, Netherlands	$219M	-$95.5M	2	51.9%	Reduced
503	SCA Southpoint Capital Advisors New York	$219M	-$37.1M	1	6.4%	Reduced
504	Farallon Capital Management San Francisco, California	$218M	-$1.88M	1	1.88%	Reduced
505	ACM Alta Capital Management Salt Lake City, Utah	$217M	+$118M	6	9.38%	Increased
506	Steward Partners Investment Advisory New York	$217M	+$7.8M	39	7.95%	Increased
507	SAM Securian Asset Management St Paul, Minnesota	$217M	-$4.08M	15	6.11%	Reduced
508	GW&K Investment Management Boston, Massachusetts	$216M	+$3.34M	8	3.81%	Increased
509	General Atlantic New York	$216M	$0	2	9.35%	Maintained
510	SP ShawSpring Partners Boston, Massachusetts	$215M	+$16.9M	4	76.18%	Increased
511	UMB Bank Kansas City, Missouri	$215M	-$14.9M	6	7.7%	Reduced
512	RHBC R.H. Bluestein & Co Birmingham, Michigan	$215M	-$16.6M	8	18.26%	Reduced
513	South Dakota Investment Council Sioux Falls, South Dakota	$215M	-$13.4M	8	5.83%	Reduced
514	Martingale Asset Management Boston, Massachusetts	$214M	+$3.45M	13	2.85%	Increased
515	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$213M	-$9.05M	12	53.6%	Reduced
516	Laurion Capital Management New York	$213M	+$189M	11	2.32%	Increased
517	Nicholas Company Milwaukee, Wisconsin	$213M	-$66.4M	6	6.01%	Reduced
518	Johnson Investment Counsel Cincinnati, Ohio	$212M	-$15.2M	7	4.7%	Reduced
519	CIP CAS Investment Partners Westport, Connecticut	$211M	+$81.2M	1	46.33%	Increased
520	EA Echinus Advisors New York	$210M	-$42.5M	1	23.87%	Reduced
521	MML Investors Services Springfield, Massachusetts	$208M	+$6.88M	17	3.58%	Increased
522	WM Wishbone Management Chicago, Illinois	$208M	-$39M	6	62.47%	Reduced
523	SCH Sylebra Capital (HK) Hong Kong	$208M	-$22.9M	4	8.5%	Reduced
524	HM Payson & Co Portland, Maine	$206M	-$3.42M	22	8.11%	Reduced
525	Synovus Financial Columbus, Georgia	$206M	+$46.1M	34	2.87%	Increased