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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	Country Trust Bank Bloomington, Illinois	$119M	-$1.32M	2	6.06%	Reduced
527	GAMCO Investors Greenwich, Connecticut	$119M	+$907K	12	0.75%	Increased
528	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$119M	+$15.2M	25	1.29%	Increased
529	MP Makaira Partners La Jolla, California	$119M	+$1.33M	1	17.27%	Increased
530	SIC Schwartz Investment Counsel Plymouth, Michigan	$119M	+$273K	6	8.25%	Increased
531	RP Ridgegate Proprietary Sydney, Australia	$119M	$0	2	48.51%	Maintained
532	IRF IBM Retirement Fund Armonk, New York	$118M	-$1.01M	15	4.96%	Reduced
533	Jericho Capital Asset Management New York	$118M	-$175M	2	7.19%	Reduced
534	Andra AP-fonden Goteborg, Sweden	$117M	-$24.1M	14	3.21%	Reduced
535	QIM Quantitative Investment Management Charlottesville, Virginia	$117M	-$3.67M	20	2.94%	Reduced
536	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$117M	+$2.4M	10	3.42%	Increased
537	SAM Securian Asset Management St Paul, Minnesota	$116M	+$318K	10	3.12%	Increased
538	NTC NF Trinity Capital Central, Hong Kong	$116M	-$94.9M	3	16.33%	Reduced
539	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$116M	-$1.94M	2	5.4%	Reduced
540	SL SOF Ltd George Town, Cayman Islands	$115M	+$124M	1	100%	New
541	Granahan Investment Management Waltham, Massachusetts	$115M	-$4.45M	5	3.94%	Reduced
542	Clifford Swan Investment Counsel Pasadena, California	$115M	-$2.71M	6	7.67%	Reduced
543	Capital International Sarl Los Angeles, California	$115M	-$23.5M	6	10.5%	Reduced
544	WIM Weitz Investment Management Omaha, Nebraska	$115M	+$1.54M	4	4.55%	Increased
545	PP Paloma Partners Greenwich, Connecticut	$114M	+$86.5M	24	1.12%	Increased
546	TCG Tremblant Capital Group West Palm Beach, Florida	$114M	+$15.7M	3	7.25%	Increased
547	WCM Investment Management Laguna Beach, California	$113M	+$16.1M	3	1.37%	Increased
548	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$113M	+$26.5M	3	4.27%	Increased
549	Zacks Investment Management Chicago, Illinois	$112M	-$12.9M	8	3.21%	Reduced
550	Foresters Investment Management New York	$112M	-$1.17M	6	1.99%	Reduced