← 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	SAM Shell Asset Management The Hague, Netherlands	$91.6M	-$8.41M	8	1.56%	Reduced
527	RHBC R.H. Bluestein & Co Birmingham, Michigan	$91.5M	+$11M	5	5.75%	Increased
528	LI LMCG Investments Boston, Massachusetts	$91.3M	-$15.2M	8	1.94%	Reduced
529	Egerton Capital (UK) London, United Kingdom	$90.1M	+$85M	1	1.36%	New
530	Clifford Swan Investment Counsel Pasadena, California	$90M	+$1.13M	6	6.51%	Increased
531	OAM Oxford Asset Management Oxford, United Kingdom	$89.8M	+$27.9M	9	2.25%	Increased
532	HP Holowesko Partners Nassau, Bahamas	$89.3M	+$28.7M	1	6.34%	Increased
533	Jericho Capital Asset Management New York	$89M	+$74.4M	2	6.32%	Increased
534	CCM Cupps Capital Management Chicago, Illinois	$88.9M	-$47.3M	8	6.04%	Reduced
535	Fort Washington Investment Advisors Cincinnati, Ohio	$88.3M	-$9.74M	7	1.99%	Reduced
536	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$87.8M	+$36.6M	3	11.1%	Increased
537	London Company of Virginia Richmond, Virginia	$87.5M	+$1.03M	2	1%	Increased
538	Truist Financial Charlotte, North Carolina	$87.4M	-$242K	10	2.81%	Reduced
539	CC Colrain Capital Boston, Massachusetts	$87.3M	-$3.27M	3	6.05%	Reduced
540	CCM Cadence Capital Management Boston, Massachusetts	$86.7M	-$6.21M	11	3.29%	Reduced
541	Zurich Cantonal Bank Zurich, Switzerland	$86.7M	+$2.04M	10	2.84%	Increased
542	MVIP Mar Vista Investment Partners Los Angeles, California	$86.2M	+$4.9M	1	5.02%	Increased
543	Williams Jones & Associates New York	$86.1M	+$32.1M	7	4.13%	Increased
544	Evercore Wealth Management New York	$85.9M	-$3.79M	9	4.72%	Reduced
545	FTCM Fir Tree Capital Management New York	$85.5M	-$81.3M	1	0.97%	Reduced
546	Castleark Management Chicago, Illinois	$85.5M	-$440M	4	2.48%	Reduced
547	SAM Securian Asset Management St Paul, Minnesota	$85.5M	-$507K	9	3.23%	Reduced
548	Stephens Investment Management Group Houston, Texas	$85.4M	-$6.64M	5	2.86%	Reduced
549	MP Makaira Partners La Jolla, California	$85.4M	+$177K	1	15.82%	Increased
550	Martingale Asset Management Boston, Massachusetts	$84.7M	-$13.9M	11	2.94%	Reduced