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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	MP Makaira Partners La Jolla, California	$84M	$0	1	15.05%	Maintained
527	Truist Financial Charlotte, North Carolina	$83.8M	+$1.7M	11	2.64%	Increased
528	SGAM Smith Group Asset Management Dallas, Texas	$83.7M	-$33.8M	6	3.19%	Reduced
529	Bank of Nova Scotia Toronto, Ontario, Canada	$83.7M	-$82.1M	7	0.35%	Reduced
530	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$83.6M	+$8M	5	11.82%	Increased
531	Bradley Foster & Sargent Hartford, Connecticut	$83.5M	-$16.2M	7	4.33%	Reduced
532	Martingale Asset Management Boston, Massachusetts	$83.4M	+$4.55M	11	2.83%	Increased
533	TBC Tweedy, Browne Co Stamford, Connecticut	$83.1M	-$13.2M	1	1.91%	Reduced
534	Janney Montgomery Scott Philadelphia, Pennsylvania	$83.1M	+$9.78M	8	2.01%	Increased
535	CC Colrain Capital Boston, Massachusetts	$82.9M	-$984K	3	6.17%	Reduced
536	HM HealthCor Management New York	$82.5M	-$3.91M	1	4.97%	Reduced
537	TI Tyrian Investments New York	$82.4M	+$37.9M	2	10.74%	Increased
538	Axiom Investors Greenwich, Connecticut	$82.2M	+$63.7M	2	1.96%	Increased
539	CAM Capstone Asset Management Houston, Texas	$82.1M	-$13.4M	16	2.51%	Reduced
540	DAC Dividend Assets Capital Ridgeland, South Carolina	$81.9M	+$13M	3	2.42%	Increased
541	FTCM Fir Tree Capital Management New York	$81.8M	$0	1	0.92%	Maintained
542	KCM Kingstown Capital Management New York	$81.8M	+$4.32M	1	10.23%	Increased
543	HBK Investments Dallas, Texas	$81.4M	-$15.8M	13	1.5%	Reduced
544	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$80.9M	-$4.33M	3	4.24%	Reduced
545	CAM ClariVest Asset Management San Diego, California	$80.9M	-$32.9M	6	3.28%	Reduced
546	OCM Osterweis Capital Management San Francisco, California	$80.7M	+$1.87M	2	2.47%	Increased
547	SAM Securian Asset Management St Paul, Minnesota	$80.4M	-$308K	9	2.91%	Reduced
548	LI LMCG Investments Boston, Massachusetts	$80.4M	-$8.46M	7	1.78%	Reduced
549	TCSAM Tyrus Capital S.A.M. Monaco	$80M	+$79.7M	2	16.23%	New
550	RHBC R.H. Bluestein & Co Birmingham, Michigan	$79.7M	-$6.42M	3	5.27%	Reduced