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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
526	Alpha Wave Global New York	$74.7M	+$31.9M	1	7.35%	Increased
527	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$73.9M	+$123K	5	11.86%	Increased
528	QGI Quadrangle GP Investors New York	$73.9M	$0	1	15.69%	Maintained
529	Zurich Cantonal Bank Zurich, Switzerland	$73.2M	+$1.01M	10	2.53%	Increased
530	OCM Osterweis Capital Management San Francisco, California	$73.1M	+$1.03M	2	2.36%	Increased
531	Two Sigma Advisers New York	$73M	+$22.4M	17	0.87%	Increased
532	HM HealthCor Management New York	$72.7M	$0	1	3.89%	Maintained
533	Tokio Marine Asset Management Tokyo, Japan	$72.2M	-$2.7M	9	4.6%	Reduced
534	MCC Mid Continent Capital Chicago, Illinois	$71.8M	-$1.3M	6	5.05%	Reduced
535	M&T Bank Buffalo, New York	$71.6M	-$4.87M	8	3.41%	Reduced
536	Bank of Nova Scotia Toronto, Ontario, Canada	$71.4M	-$80.4M	7	0.36%	Reduced
537	Creative Planning Overland Park, Kansas	$71.1M	+$7.4M	24	1.41%	Increased
538	GW&K Investment Management Boston, Massachusetts	$70.8M	+$7.78M	3	2.16%	Increased
539	Foresters Investment Management New York	$70.8M	+$4.15M	4	1.72%	Increased
540	KCM Kingstown Capital Management New York	$70.7M	+$70.3M	1	10.77%	New
541	CEP Chicago Equity Partners Chicago, Illinois	$70.5M	-$9.41M	5	2.18%	Reduced
542	QCM Quaker Capital Management Canonsburg, Pennsylvania	$70.3M	+$13.4M	4	7.43%	Increased
543	CAM Contour Asset Management New York	$69.8M	-$27.4M	2	3.88%	Reduced
544	RHBC R.H. Bluestein & Co Birmingham, Michigan	$69.6M	+$14.8M	3	4.93%	Increased
545	Profund Advisors Bethesda, Maryland	$69.4M	+$9.98M	19	3.69%	Increased
546	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$69.2M	+$11.8M	8	2.11%	Increased
547	QI Qualcomm Inc San Diego, California	$69.2M	$0	5	3.12%	Maintained
548	Janney Montgomery Scott Philadelphia, Pennsylvania	$69.1M	+$45.9M	8	2.07%	Increased
549	MVIP Mar Vista Investment Partners Los Angeles, California	$68.9M	-$59M	1	4.73%	Reduced
550	Kentucky Retirement Systems Frankfort, Kentucky	$68.5M	+$66.9M	7	5.52%	New