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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	APA Arisaig Partners (Asia) Singapore	$431M	+$539M	3	72.85%	New
502	BOK Financial Tulsa, Oklahoma	$429M	+$5.85M	18	6.64%	Increased
503	Capital Wealth Planning Naples, Florida	$429M	+$17.8M	4	9.51%	Increased
504	CA Cullinan Associates Louisville, Kentucky	$428M	+$6.21M	9	21.8%	Increased
505	KCMH Kontiki Capital Management (HK) Hong Kong	$428M	+$35.8M	2	59.1%	Increased
506	South Dakota Investment Council Sioux Falls, South Dakota	$427M	+$33.5M	10	7.14%	Increased
507	Cardano Risk Management Rotterdam, Netherlands	$425M	-$19.8M	2	46.7%	Reduced
508	WorldQuant Millennium Advisors New York	$423M	+$11.2M	12	8.4%	Increased
509	MAI Capital Management Independence, Ohio	$421M	+$41.8M	12	6.78%	Increased
510	ASI All-Stars Investment Hong Kong	$421M	+$660M	3	98.24%	New
511	Zacks Investment Management Chicago, Illinois	$420M	+$16.2M	12	5.91%	Increased
512	SCM Steadview Capital Management London, United Kingdom	$419M	+$29.3M	5	39.23%	Increased
513	GIG Goodnow Investment Group Darien, Connecticut	$417M	-$18.7M	5	35.25%	Reduced
514	VS VK Services Menlo Park, California	$417M	-$54.6M	1	9.03%	Reduced
515	SAM Securian Asset Management St Paul, Minnesota	$409M	-$3.62M	14	7.54%	Reduced
516	NewEdge Advisors New Orleans, Louisiana	$408M	+$127M	24	6.16%	Increased
517	MVP Miller Value Partners Sarasota, Florida	$408M	-$16M	10	11.18%	Reduced
518	Central Trust Company Jefferson City, Missouri	$405M	-$4.48M	22	11.43%	Reduced
519	Lyrical Asset Management New York	$403M	-$184M	2	5.4%	Reduced
520	LCG Luxor Capital Group New York	$401M	-$21.4M	9	3.93%	Reduced
521	MG Meritage Group San Francisco, California	$401M	+$111M	3	6.8%	Increased
522	Profund Advisors Bethesda, Maryland	$401M	-$31.6M	34	13.11%	Reduced
523	Gabelli Funds Rye, New York	$398M	-$8.23M	23	2.51%	Reduced
524	PointState Capital New York	$397M	-$109M	3	6.59%	Reduced
525	Pacer Advisors Malvern, Pennsylvania	$397M	+$15.6M	30	4.07%	Increased