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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	TimesSquare Capital Management New York	$404M	+$48.4M	10	3.52%	Increased
502	Cooke & Bieler Philadelphia, Pennsylvania	$403M	+$21.5M	2	3.65%	Increased
503	VIP Vantage Investment Partners Kansas City, Missouri	$401M	+$129M	7	20.9%	Increased
504	FC Franchise Capital Grand Cayman, Cayman Islands	$400M	-$70.5M	4	47.83%	Reduced
505	TCMV Technology Crossover Management VIII Menlo Park, California	$400M	+$113M	3	14.19%	Increased
506	Beutel, Goodman & Co Toronto, Ontario, Canada	$400M	+$51.1M	3	2.45%	Increased
507	CAM ClariVest Asset Management San Diego, California	$399M	-$24.9M	19	12.9%	Reduced
508	Profund Advisors Bethesda, Maryland	$395M	+$23.8M	32	13.31%	Increased
509	E. Ohman J:or Asset Management Stockholm, Sweden	$392M	-$19.7M	19	12.32%	Reduced
510	John W. Bristol & Co New York	$391M	-$5.75M	2	7.3%	Reduced
511	Yacktman Asset Management Austin, Texas	$390M	-$2.49M	2	3.75%	Reduced
512	CA Cullinan Associates Louisville, Kentucky	$389M	+$17.5M	9	21.49%	Increased
513	MVIP Mar Vista Investment Partners Los Angeles, California	$388M	-$19.5M	2	9.98%	Reduced
514	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$387M	+$31.7M	1	7.07%	Increased
515	D.A. Davidson & Co Great Falls, Montana	$384M	+$4.97M	23	4.45%	Increased
516	PAR Capital Management Boston, Massachusetts	$382M	+$248M	6	9.17%	Increased
517	Saturna Capital Bellingham, Washington	$380M	-$1.81M	7	7.63%	Reduced
518	WorldQuant Millennium Advisors New York	$379M	-$84.2M	10	8.3%	Reduced
519	LSCM Light Street Capital Management Palo Alto, California	$378M	+$35.1M	5	18.97%	Increased
520	Johnson Investment Counsel Cincinnati, Ohio	$375M	+$13.1M	12	5.03%	Increased
521	WP Warburg Pincus New York	$375M	-$191M	3	9.36%	Reduced
522	BOK Financial Tulsa, Oklahoma	$374M	+$390M	19	6.43%	New
523	RE RBC Europe London, United Kingdom	$373M	+$9.66M	32	15.28%	Increased
524	CCM Cadian Capital Management New York	$372M	+$10.3M	5	14.06%	Increased
525	Gabelli Funds Rye, New York	$372M	-$18.2M	24	2.47%	Reduced