← All themes

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
526	Eastern Bank Boston, Massachusetts	$601M	+$1.46M	14	9.2%	Increased
527	Zevenbergen Capital Investments Edmonds, Washington	$598M	-$35.9M	6	13.65%	Reduced
528	DCP Darsana Capital Partners New York	$596M	+$628M	1	2.68%	New
529	Mizuho Securities USA New York	$596M	+$138M	13	9.61%	Increased
530	HUB Investment Partners Austin, Texas	$595M	+$44M	20	10.69%	Increased
531	Dorsal Capital Management Redwood City, California	$595M	+$5.31M	3	21.05%	Increased
532	Glenview Trust Louisville, Kentucky	$592M	+$5.29M	8	8.19%	Increased
533	Bradley Foster & Sargent Hartford, Connecticut	$591M	+$2.97M	9	8.37%	Increased
534	Advisory Services Network Atlanta, Georgia	$590M	+$16M	26	6.68%	Increased
535	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$588M	+$23.8M	5	6.59%	Increased
536	UMB Bank Kansas City, Missouri	$587M	-$18.2M	43	7.43%	Reduced
537	Advisors Capital Management Ridgewood, New Jersey	$583M	+$34.8M	12	6.17%	Increased
538	PGP Prescott General Partners Boca Raton, Florida	$582M	$0	2	29.74%	Maintained
539	E. Ohman J:or Asset Management Stockholm, Sweden	$582M	+$2.48M	19	13.53%	Increased
540	Castle Hook Partners New York	$581M	+$308M	3	2.66%	Increased
541	Evelyn Partners London,	$581M	+$601M	15	1.24%	New
542	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$579M	-$2.58M	11	6.66%	Reduced
543	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$577M	-$385M	1	5.71%	Reduced
544	Ossiam Paris, France	$577M	-$185M	22	7.65%	Reduced
545	Allstate Corporation Northbrook, Illinois	$576M	-$38.2M	30	5.75%	Reduced
546	Saudi Central Bank Riyadh, Saudi Arabia	$573M	+$255M	15	7.51%	Increased
547	GQG Partners Ft. Lauderdale, Florida	$568M	+$580M	5	1.06%	Increased
548	Voleon Capital Management Berkeley, California	$568M	+$26.1M	17	10.35%	Increased
549	LGT Group Foundation Vaduz, Liechtenstein	$567M	-$320M	5	6.42%	Reduced
550	Beutel, Goodman & Co Toronto, Ontario, Canada	$563M	-$122M	5	4.15%	Reduced