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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	CI Global Investments Oakland, California	$114M	+$39.2M	4	2.46%	Increased
527	ESG Emerging Sovereign Group New York	$113M	+$85.4M	1	5.69%	Increased
528	Profund Advisors Bethesda, Maryland	$113M	+$14.8M	19	5.36%	Increased
529	Sit Investment Associates Minneapolis, Minnesota	$112M	-$66.3M	5	2.1%	Reduced
530	SCA Southpoint Capital Advisors New York	$112M	+$43.2M	1	5.2%	Increased
531	Oppenheimer & Co New York	$111M	+$11.7M	14	3.3%	Increased
532	CIBC World Market Toronto, Ontario, Canada	$111M	+$4.01M	10	0.56%	Increased
533	SH SeaTown Holdings Singapore	$111M	-$58.1M	1	26.76%	Reduced
534	NIMC NWQ Investment Management Company Los Angeles, California	$110M	-$5.66M	3	1.71%	Reduced
535	Third Point New York	$110M	-$138M	1	1.11%	Reduced
536	Country Trust Bank Bloomington, Illinois	$110M	+$4.03M	3	6.01%	Increased
537	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$110M	+$125M	4	2%	New
538	MGM Miura Global Management New York	$109M	-$42.1M	2	6.49%	Reduced
539	Dragoneer Investment Group San Francisco, California	$109M	-$63.3M	3	32.87%	Reduced
540	Findlay Park Partners London, United Kingdom	$109M	$0	1	1.24%	Maintained
541	Edmond de Rothschild Holding Chambesy, Switzerland	$109M	+$13.8M	12	2.89%	Increased
542	IAM Impax Asset Management Portsmouth, New Hampshire	$108M	+$5.77M	4	6.02%	Increased
543	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$108M	-$44.2M	1	5.08%	Reduced
544	Clifford Swan Investment Counsel Pasadena, California	$108M	+$948K	6	7.38%	Increased
545	Truist Financial Charlotte, North Carolina	$108M	-$2.14M	9	2.8%	Reduced
546	Thompson Siegel & Walmsley Richmond, Virginia	$107M	+$12.2M	12	1.93%	Increased
547	Becker Capital Management Portland, Oregon	$107M	+$1.22M	2	4.69%	Increased
548	GW&K Investment Management Boston, Massachusetts	$107M	+$5.5M	5	2.5%	Increased
549	PC Pelham Capital London, United Kingdom	$107M	+$115M	1	42.9%	New
550	Cambridge Investment Research Advisors Fairfield, Iowa	$107M	+$98.7M	8	2.52%	Increased