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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	Driehaus Capital Management Chicago, Illinois	$119M	+$9.23M	9	4.11%	Increased
527	BACM Blue Arrow Capital Management New York	$118M	+$54.2M	9	11.56%	Increased
528	Profund Advisors Bethesda, Maryland	$118M	+$1.05M	21	4.58%	Increased
529	MCM McKinley Capital Management Anchorage, Alaska	$118M	+$6.2M	4	4.71%	Increased
530	OI Oakbrook Investments Lisle, Illinois	$115M	-$4.23M	9	6.25%	Reduced
531	Marshall Wace London, United Kingdom	$115M	-$129M	14	1.5%	Reduced
532	RIG Roosevelt Investment Group New York	$114M	+$15M	3	6.23%	Increased
533	CCM Corsair Capital Management New York	$114M	-$12.3M	3	10.75%	Reduced
534	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$113M	-$32.3M	1	13.91%	Reduced
535	ZDA Zweig-DiMenna Associates New York	$113M	+$19.8M	6	4.72%	Increased
536	OCAM Owl Creek Asset Management New York	$112M	-$125M	1	6.06%	Reduced
537	Smead Capital Management Phoenix, Arizona	$112M	+$40.8M	2	8.22%	Increased
538	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$111M	-$30.3M	1	4.85%	Reduced
539	Oppenheimer & Co New York	$111M	-$8.35M	15	3.03%	Reduced
540	TI Think Investments San Francisco, California	$111M	+$17.2M	3	40.94%	Increased
541	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$110M	-$1.87M	11	2.77%	Reduced
542	SCA Southpoint Capital Advisors New York	$109M	-$86.9M	1	4.69%	Reduced
543	Meag Munich Ergo Munich, Germany	$109M	+$7.66M	4	5.22%	Increased
544	SAM Securian Asset Management St Paul, Minnesota	$109M	+$2.68M	9	3.18%	Increased
545	EA Euclid Advisors Hartford, Connecticut	$109M	-$371M	4	2%	Reduced
546	PIA Piedmont Investment Advisors Durham, North Carolina	$109M	-$31.1M	5	6.66%	Reduced
547	AGF Investments Inc Toronto, Ontario, Canada	$108M	-$3.31M	7	1.17%	Reduced
548	TM Tiger Management New York	$108M	+$15M	4	18.05%	Increased
549	Cooke & Bieler Philadelphia, Pennsylvania	$107M	+$5.69M	2	2.32%	Increased
550	LCM Lakewood Capital Management New York	$107M	+$66.7M	3	5.48%	Increased