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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	Sapient Capital Indianapolis, Indiana	$558M	+$10.5M	12	10.65%	Increased
502	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$554M	-$8.87M	11	8.04%	Reduced
503	Woodline Partners San Francisco, California	$553M	+$350M	19	3.74%	Increased
504	Avantax Advisory Services Dallas, Texas	$552M	+$26.8M	26	3.47%	Increased
505	Wasatch Advisors Salt Lake City, Utah	$550M	+$12.8M	7	2.72%	Increased
506	Gulf International Bank (UK) London, United Kingdom	$544M	+$8.07M	23	13.74%	Increased
507	Stonehage Fleming Financial Services St. Helier, Jersey	$540M	+$1.55M	6	15.12%	Increased
508	Ferguson Wellman Capital Management Portland, Oregon	$536M	+$3.42M	6	10.21%	Increased
509	Moore Capital Management New York	$535M	+$391M	13	6.15%	Increased
510	Ethic Inc New York	$535M	+$89M	31	10.79%	Increased
511	Groupama Asset Management Paris, France	$535M	+$49.2M	7	10.87%	Increased
512	NEOS Investment Management Westport, Connecticut	$534M	+$120M	13	12.58%	Increased
513	Capital International Inc Los Angeles, California	$532M	+$37.4M	10	6.28%	Increased
514	Clal Insurance Tel-Aviv, Israel	$532M	-$89.4M	8	4.79%	Reduced
515	Egerton Capital (UK) London, United Kingdom	$528M	-$436M	1	6.11%	Reduced
516	Phoenix Financial Givatayim, Israel	$527M	+$4.4M	8	7.19%	Increased
517	CCM CoreView Capital Management Hong Kong	$525M	+$160M	3	54.67%	Increased
518	Comgest Global Investors Paris, France	$523M	-$3.93M	8	8.57%	Reduced
519	SW SVB Wealth Boston, Massachusetts	$521M	+$491M	18	9.73%	Increased
520	DF Dent & Co Baltimore, Maryland	$521M	+$81M	8	6.59%	Increased
521	Tower Research Capital (TRC) New York	$519M	+$277M	144	10.3%	Increased
522	Schonfeld Strategic Advisors New York	$519M	+$243M	41	3.02%	Increased
523	Pinnacle Associates New York	$517M	+$28.9M	19	7.01%	Increased
524	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$516M	+$11.6M	5	11.33%	Increased
525	Waverton Investment Management London, United Kingdom	$511M	+$21.2M	4	8.14%	Increased