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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	JC Joho Capital New York	$90.3M	-$15.7M	2	13.78%	Reduced
527	Truist Financial Charlotte, North Carolina	$90M	-$1.85M	9	2.7%	Reduced
528	CCM Conatus Capital Management Greenwich, Connecticut	$89.5M	+$5.77M	1	4.13%	Increased
529	Marshall Wace London, United Kingdom	$89.5M	+$18.6M	11	1.32%	Increased
530	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$89.4M	-$8.3M	3	2.19%	Reduced
531	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$88.7M	$0	5	11.45%	Maintained
532	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$88.7M	-$312M	9	1.19%	Reduced
533	Foresters Investment Management New York	$88M	+$498K	4	1.81%	Increased
534	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$87.4M	+$45.8M	3	11.56%	Increased
535	SAM Securian Asset Management St Paul, Minnesota	$86.6M	-$1.98M	9	2.93%	Reduced
536	Oppenheimer & Co New York	$86M	+$1.9M	13	2.59%	Increased
537	Virtu KCG Holdings New York	$85.9M	-$160M	19	1.33%	Reduced
538	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$85.8M	-$5.29M	1	5.8%	Reduced
539	SAM Sheffield Asset Management Chicago, Illinois	$85.5M	+$18.3M	2	9.92%	Increased
540	OCM Osterweis Capital Management San Francisco, California	$85.2M	+$2.95M	2	2.44%	Increased
541	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$85M	+$26.9M	1	1.55%	Increased
542	Becker Capital Management Portland, Oregon	$84.9M	+$9.49M	2	3.47%	Increased
543	LCM Logan Capital Management Newtown Square, Pennsylvania	$84.6M	-$745K	6	5.98%	Reduced
544	MP Makaira Partners La Jolla, California	$84.6M	-$767K	1	14.02%	Reduced
545	Bank of Nova Scotia Toronto, Ontario, Canada	$84.3M	-$9.34M	7	0.34%	Reduced
546	GCM Gabalex Capital Management New York	$84.3M	$0	2	31.69%	Maintained
547	T TOBAM Paris, France	$84.3M	-$7.94M	2	3.73%	Reduced
548	Evercore Wealth Management New York	$84.2M	+$1.25M	10	4.34%	Increased
549	London Company of Virginia Richmond, Virginia	$84.2M	-$3.53M	2	0.92%	Reduced
550	LI LMCG Investments Boston, Massachusetts	$84M	-$1.94M	7	1.81%	Reduced