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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	TC TownSquare Capital Provo, Utah	$527M	+$11.6M	30	5.62%	Increased
502	Erste Asset Management Vienna, Austria	$527M	+$14.9M	15	6.76%	Increased
503	United Capital Financial Advisors Irving, Texas	$527M	+$10.5M	18	4.51%	Increased
504	Oregon Public Employees Retirement Fund Tigard, Oregon	$526M	+$4.31M	25	10.15%	Increased
505	Crestwood Advisors Group Boston, Massachusetts	$525M	+$12.2M	10	9.98%	Increased
506	Ethic Inc New York	$524M	+$40.3M	30	10.61%	Increased
507	Avantax Advisory Services Dallas, Texas	$523M	+$27.7M	26	3.18%	Increased
508	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$523M	-$487K	26	10.4%	Reduced
509	UMB Bank Kansas City, Missouri	$522M	-$15.4M	37	8.6%	Reduced
510	Groupama Asset Management Paris, France	$521M	+$57.5M	7	10.37%	Increased
511	Sapient Capital Indianapolis, Indiana	$518M	+$8.35M	13	10.21%	Increased
512	HB Wealth Management Atlanta, Georgia	$513M	+$126M	20	4.3%	Increased
513	Manning & Napier Advisors Fairport, New York	$510M	-$119M	7	6.29%	Reduced
514	LGP Leonard Green & Partners Los Angeles, California	$510M	$0	1	12.55%	Maintained
515	DF Dent & Co Baltimore, Maryland	$506M	-$6.38M	7	6.75%	Reduced
516	Oversea-Chinese Banking Corp (OCBC) Singapore	$505M	+$17.8M	18	14.34%	Increased
517	BI BlueSpruce Investments Chicago, Illinois	$501M	-$221M	3	11.71%	Reduced
518	Eastern Bank Boston, Massachusetts	$500M	-$29.3M	14	9.8%	Reduced
519	E. Ohman J:or Asset Management Stockholm, Sweden	$498M	-$20.4M	15	13.25%	Reduced
520	Phoenix Financial Givatayim, Israel	$496M	+$30.2M	10	7.59%	Increased
521	PAR Capital Management Boston, Massachusetts	$496M	+$68.7M	8	16.59%	Increased
522	ABN AMRO Bank Amsterdam, Netherlands	$496M	-$23M	9	6.86%	Reduced
523	Lazard Frères Gestion Paris, France	$493M	-$128M	5	11.99%	Reduced
524	Schonfeld Strategic Advisors New York	$492M	-$11.4M	52	2.97%	Reduced
525	Lyrical Asset Management New York	$492M	-$7.44M	2	7.48%	Reduced