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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	OCM OLP Capital Management Causeway Bay, Hong Kong	$273M	-$76.9M	3	58.03%	Reduced
502	TC TwinBeech Capital Purchase, New York	$273M	+$117M	23	5.18%	Increased
503	Mairs & Power Inc St Paul, Minnesota	$272M	+$12.6M	4	3.27%	Increased
504	SCM Steadfast Capital Management New York	$270M	+$142M	2	9.29%	Increased
505	VP Vitruvian Partners London, United Kingdom	$270M	$0	3	56.86%	Maintained
506	Kovitz Investment Group Partners Chicago, Illinois	$267M	-$2.51M	6	5.27%	Reduced
507	Quilter Plc London, United Kingdom	$267M	-$1.79M	5	8.77%	Reduced
508	SEP Soma Equity Partners San Francisco, California	$266M	+$1.13M	2	14.65%	Increased
509	SAM Securian Asset Management St Paul, Minnesota	$266M	-$4.14M	14	7.43%	Reduced
510	Central Trust Company Jefferson City, Missouri	$266M	-$5.04M	17	8.19%	Reduced
511	Penserra Capital Management Orinda, California	$265M	-$91.1M	49	5.82%	Reduced
512	Clifford Swan Investment Counsel Pasadena, California	$265M	-$4.65M	7	11.52%	Reduced
513	EP Wealth Advisors Torrance, California	$264M	+$22.3M	10	4.76%	Increased
514	AssetMark Inc Concord, California	$264M	+$17.2M	24	1.14%	Increased
515	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$264M	+$13.4M	16	7.34%	Increased
516	BCM Brown Capital Management Baltimore, Maryland	$264M	+$40.8M	8	4.37%	Increased
517	Border to Coast Pensions Partnership Leeds, United Kingdom	$264M	-$8.57M	3	8.45%	Reduced
518	Oppenheimer & Co New York	$264M	-$19M	20	6%	Reduced
519	MG Meritage Group San Francisco, California	$261M	+$7.07M	1	9.01%	Increased
520	John W. Bristol & Co New York	$260M	+$182K	2	6.18%	Increased
521	CAM ClariVest Asset Management San Diego, California	$259M	-$8.05M	14	12.48%	Reduced
522	DVF Discovery Value Fund Singapore	$259M	+$355K	2	74.94%	Increased
523	Elo Mutual Pension Insurance Espoo, Finland	$258M	+$7.36M	11	8.86%	Increased
524	TCG Tremblant Capital Group West Palm Beach, Florida	$258M	-$71.8M	6	22.1%	Reduced
525	Synovus Financial Columbus, Georgia	$258M	+$3.24M	12	2.94%	Increased