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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	Kornitzer Capital Management Shawnee Mission, Kansas	$146M	-$17.3M	10	2.56%	Reduced
527	BCM Bares Capital Management Austin, Texas	$146M	+$612K	1	6.5%	Increased
528	Great Lakes Advisors Chicago, Illinois	$146M	+$6.5M	12	3.58%	Increased
529	SH SeaTown Holdings Singapore	$146M	+$10.4M	5	20.32%	Increased
530	Iconiq Capital San Francisco, California	$145M	-$4.94M	3	14.32%	Reduced
531	RAM RWC Asset Management London, United Kingdom	$145M	-$16.8M	5	8.33%	Reduced
532	KCM Kensico Capital Management Greenwich, Connecticut	$144M	+$46.5M	1	2.22%	Increased
533	PWAM Park West Asset Management San Francisco, California	$144M	+$45.6M	5	7.99%	Increased
534	Zacks Investment Management Chicago, Illinois	$144M	+$4.89M	10	3.57%	Increased
535	ACP Arrowgrass Capital Partners London, United Kingdom	$142M	+$9.02M	2	25.92%	Increased
536	Personal Capital Advisors Redwood City, California	$141M	-$2.06M	7	3.09%	Reduced
537	WCM Investment Management Laguna Beach, California	$141M	-$19.2M	4	2.17%	Reduced
538	Cambiar Investors Denver, Colorado	$141M	-$2.05M	3	2.21%	Reduced
539	Mairs & Power Inc St Paul, Minnesota	$140M	+$447K	4	1.7%	Increased
540	SAM Securian Asset Management St Paul, Minnesota	$140M	-$173K	11	3.69%	Reduced
541	HAM HHR Asset Management Berkeley Heights, New Jersey	$140M	-$29.1M	3	7.3%	Reduced
542	TCG Tremblant Capital Group West Palm Beach, Florida	$140M	-$10.4M	3	9.97%	Reduced
543	Smead Capital Management Phoenix, Arizona	$139M	+$29.3M	2	6.72%	Increased
544	HP Harbourvest Partners Boston, Massachusetts	$139M	-$103M	3	59.83%	Reduced
545	CCM Cantillon Capital Management New York	$138M	-$6.04M	1	1.73%	Reduced
546	SL SOF Ltd George Town, Cayman Islands	$138M	$0	1	100%	Maintained
547	GAMCO Investors Greenwich, Connecticut	$138M	+$3M	13	0.88%	Increased
548	Saturna Capital Bellingham, Washington	$138M	-$5.56M	5	4.56%	Reduced
549	Madison Investment Holdings Madison, Wisconsin	$137M	-$9.16M	6	2.54%	Reduced
550	Davenport & Co Richmond, Virginia	$136M	-$24.9M	8	1.8%	Reduced