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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	CIP Champlain Investment Partners Burlington, Vermont	$112M	+$12.3M	4	2.03%	Increased
527	Moore Capital Management New York	$111M	-$72.1M	7	4.48%	Reduced
528	Scotia Capital Toronto, Ontario, Canada	$111M	+$14.4M	8	2.42%	Increased
529	Johnson Investment Counsel Cincinnati, Ohio	$110M	+$12M	6	3.87%	Increased
530	CP Coho Partners Berwyn, Pennsylvania	$110M	+$4.13M	2	4.56%	Increased
531	CAM Capstone Asset Management Houston, Texas	$110M	-$5.56M	16	3.17%	Reduced
532	ESG Emerging Sovereign Group New York	$109M	+$16.4M	1	6.69%	Increased
533	Avalon Investment & Advisory Houston, Texas	$109M	+$22.9M	6	4.72%	Increased
534	Granahan Investment Management Waltham, Massachusetts	$109M	+$37M	3	3.96%	Increased
535	OI Oakbrook Investments Lisle, Illinois	$109M	+$10.5M	9	6.98%	Increased
536	Causeway Capital Management Los Angeles, California	$108M	+$55.2M	2	2.5%	Increased
537	CIM Calvert Investment Management Bethesda, Maryland	$107M	-$12.2M	9	4.74%	Reduced
538	Truist Financial Charlotte, North Carolina	$107M	-$4.81M	9	2.77%	Reduced
539	MUFG Americas New York	$107M	+$1.39M	12	3.79%	Increased
540	ZBI Ziff Brothers Investments New York	$107M	+$50.3M	3	25%	Increased
541	EA Euclid Advisors Hartford, Connecticut	$106M	-$35.9M	9	4.02%	Reduced
542	PFA Paradigm Financial Advisors Des Peres, Missouri	$106M	+$659K	1	41.14%	Increased
543	CIBC World Market Toronto, Ontario, Canada	$105M	-$8.83M	11	0.49%	Reduced
544	SAM Securian Asset Management St Paul, Minnesota	$105M	+$573K	10	3.02%	Increased
545	OCM Osterweis Capital Management San Francisco, California	$105M	+$34.9M	6	6.08%	Increased
546	RA Rovida Advisors Fort Lauderdale, Florida	$104M	+$62.8M	2	21.41%	Increased
547	Brighton Jones LLC Seattle, Washington	$103M	-$8.09K	4	19%	Reduced
548	CI Global Investments Oakland, California	$103M	-$14.1M	5	2.55%	Reduced
549	Advisors Asset Management Monument, Colorado	$103M	+$7.16M	21	1.71%	Increased
550	ACP Ashfield Capital Partners San Francisco, California	$103M	+$1.37M	5	7.43%	Increased