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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	RCW Rheos Capital Works Tokyo, Japan	$187M	-$21M	3	26.91%	Reduced
527	Kovitz Investment Group Partners Chicago, Illinois	$187M	-$9.27M	7	8.5%	Reduced
528	SSM Sound Shore Management Greenwich, Connecticut	$187M	+$6.28M	1	3.2%	Increased
529	Banco Santander Madrid, Spain	$187M	+$29.7M	6	2.13%	Increased
530	Royce & Associates New York	$186M	-$118M	12	1.28%	Reduced
531	SI SQN Investors Menlo Park, California	$186M	+$17.5M	2	17.95%	Increased
532	Castleark Management Chicago, Illinois	$185M	+$11.6M	6	5.33%	Increased
533	Foresters Investment Management New York	$185M	+$61.8M	7	2.92%	Increased
534	TI TT International London, United Kingdom	$185M	+$99.1M	1	20.6%	Increased
535	Washington Trust Westerly, Rhode Island	$184M	-$8.71M	7	9.85%	Reduced
536	BOK Financial Tulsa, Oklahoma	$184M	+$18.3M	14	4.62%	Increased
537	Westwood Holdings Group Dallas, Texas	$184M	+$73.8M	6	1.61%	Increased
538	AG Alibaba Group Causeway Bay, Hong Kong	$184M	$0	2	17.3%	Maintained
539	SRIM Saratoga Research & Investment Management Saratoga, California	$184M	-$7.52M	2	12.37%	Reduced
540	RAM RWC Asset Management London, United Kingdom	$183M	+$27.4M	8	8.3%	Increased
541	Letko, Brosseau & Associates Montreal, Quebec, Canada	$183M	-$18.5M	5	1.7%	Reduced
542	Kornitzer Capital Management Shawnee Mission, Kansas	$182M	-$8.53M	12	2.89%	Reduced
543	TAM Telemark Asset Management Boston, Massachusetts	$182M	-$24.4M	4	22.64%	Reduced
544	Element Capital Management New York	$182M	+$121M	16	3.64%	Increased
545	GIG Goodnow Investment Group Darien, Connecticut	$181M	-$17.9M	3	26.41%	Reduced
546	Jefferies Group New York	$180M	+$86M	31	1.18%	Increased
547	OAM Origin Asset Management London, United Kingdom	$180M	-$57.8M	6	11.71%	Reduced
548	AIM AIA Investment Management Singapore	$179M	+$50.9M	3	38.19%	Increased
549	MFWM Motley Fool Wealth Management Alexandria, Virginia	$177M	+$2.33M	9	11.35%	Increased
550	Stonehage Fleming Financial Services St. Helier, Jersey	$177M	-$57.5M	6	10.32%	Reduced