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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	Cooke & Bieler Philadelphia, Pennsylvania	$117M	-$154K	2	2.59%	Reduced
527	Livforsakringsbolaget Skandia Stockholm, Sweden	$117M	-$44.6M	8	5.45%	Reduced
528	HAM HHR Asset Management Berkeley Heights, New Jersey	$116M	+$11.7M	1	4.4%	Increased
529	Cullen/Frost Bankers San Antonio, Texas	$115M	+$1.39M	7	4.42%	Increased
530	OI Oakbrook Investments Lisle, Illinois	$115M	+$313K	8	6.17%	Increased
531	Onex Canada Asset Management Toronto, Ontario, Canada	$113M	+$70.7M	3	6.64%	Increased
532	LS Lupo Securities Chicago, Illinois	$113M	+$111M	3	55.06%	New
533	CAM Contour Asset Management New York	$113M	-$59.3M	5	6.52%	Reduced
534	Oppenheimer & Co New York	$113M	+$6.8M	13	3.23%	Increased
535	BHF Kleinwort Benson Group Brussels, Belgium	$112M	-$26.6M	7	2.92%	Reduced
536	Shell Asset Management The Hague, Netherlands	$112M	+$1.63M	7	1.8%	Increased
537	Rathbones Group Liverpool, United Kingdom	$112M	+$22M	6	7.36%	Increased
538	SCM Steadfast Capital Management New York	$111M	-$15.7M	2	1.73%	Reduced
539	FA Friess Associates Greenville, Delaware	$110M	+$7.31M	5	8.84%	Increased
540	Mizuho Securities USA New York	$109M	+$77.5M	5	10.77%	Increased
541	OAMG Odey Asset Management Group London, United Kingdom	$109M	+$72.8M	3	3.35%	Increased
542	GW&K Investment Management Boston, Massachusetts	$109M	+$8.57M	4	2.6%	Increased
543	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$108M	-$1.14M	11	2.76%	Reduced
544	BCM Bluefin Capital Management New York	$107M	+$64.1M	11	6.41%	Increased
545	Cramer Rosenthal McGlynn Stamford, Connecticut	$106M	-$52.1M	2	1.09%	Reduced
546	Profund Advisors Bethesda, Maryland	$106M	+$4.68M	18	4.34%	Increased
547	Stephens Investment Management Group Houston, Texas	$106M	+$3.42M	8	3.15%	Increased
548	Lyrical Asset Management New York	$105M	+$6.56M	1	3.2%	Increased
549	SHIM Spruce House Investment Management New York	$105M	+$91.3M	1	26.26%	New
550	Veritable Wilmington, Delaware	$105M	-$14.4M	12	2.18%	Reduced