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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	OAMG Odey Asset Management Group London, United Kingdom	$124M	-$1.46M	3	8.94%	Reduced
527	Kovitz Investment Group Partners Chicago, Illinois	$124M	-$1.7M	3	7.61%	Reduced
528	Wolverine Trading Chicago, Illinois	$123M	+$103M	23	0.58%	Increased
529	GAMCO Investors Greenwich, Connecticut	$123M	-$13.2M	12	0.8%	Reduced
530	Samlyn Capital New York	$123M	+$1.62M	3	2.94%	Increased
531	HI Honeywell International Charlotte, North Carolina	$123M	-$22M	3	4.29%	Reduced
532	BAM Baring Asset Management London, United Kingdom	$123M	-$28.4M	5	8.83%	Reduced
533	NCGI Next Century Growth Investors Plymouth, Minnesota	$122M	+$34.7M	5	5.6%	Increased
534	FAM Foxhaven Asset Management Charlottesville, Virginia	$122M	$0	1	11.65%	Maintained
535	Avalon Investment & Advisory Houston, Texas	$122M	-$1.16M	6	4.59%	Reduced
536	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$120M	-$3.35M	10	3.51%	Reduced
537	Evercore Wealth Management New York	$120M	+$9.89M	8	4.98%	Increased
538	Flossbach Von Storch Cologne, Germany	$120M	-$470M	3	2%	Reduced
539	Country Trust Bank Bloomington, Illinois	$120M	-$1.69M	2	6.2%	Reduced
540	CP Coho Partners Berwyn, Pennsylvania	$120M	+$3.42M	2	4.31%	Increased
541	New Mexico Educational Retirement Board Santa Fe, New Mexico	$120M	-$17.2M	8	5.96%	Reduced
542	RAM RWC Asset Management London, United Kingdom	$120M	+$22.7M	9	7.3%	Increased
543	Oppenheimer & Co New York	$119M	-$9.7M	15	3.47%	Reduced
544	Profund Advisors Bethesda, Maryland	$119M	+$12.1M	20	5.66%	Increased
545	SAM Securian Asset Management St Paul, Minnesota	$119M	+$493K	10	3.21%	Increased
546	CG Cutler Group San Francisco, California	$118M	-$7.72M	45	5.31%	Reduced
547	Williams Jones & Associates New York	$118M	-$5.66M	6	3.45%	Reduced
548	Johnson Investment Counsel Cincinnati, Ohio	$118M	-$253K	6	3.77%	Reduced
549	MP Makaira Partners La Jolla, California	$118M	+$64.3M	1	17.78%	Increased
550	EC EMS Capital New York	$117M	+$9.97M	3	11.79%	Increased