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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	Samlyn Capital New York	$205M	+$16.8M	5	5.17%	Increased
527	LCM Lomas Capital Management New York	$204M	+$118M	3	20.32%	Increased
528	Westwood Holdings Group Dallas, Texas	$204M	+$1.06M	10	3.07%	Increased
529	VIP Vantage Investment Partners Kansas City, Missouri	$203M	+$9.6M	6	17.63%	Increased
530	Whittier Trust South Pasadena, California	$202M	+$11.5K	25	6.59%	Increased
531	Granahan Investment Management Waltham, Massachusetts	$202M	-$23.8M	5	10.85%	Reduced
532	Bartlett & Co Wealth Management Cincinnati, Ohio	$201M	+$12.4M	10	6.13%	Increased
533	Bartlett & Co Cincinnati, Ohio	$201M	+$226M	10	6.13%	New
534	Ruffer LLP London, United Kingdom	$201M	+$35.7M	4	9.15%	Increased
535	BIM Barton Investment Management West Conshohocken, Pennsylvania	$201M	-$13.3M	3	31.19%	Reduced
536	Norinchukin Bank Tokyo, Japan	$201M	-$184M	9	3.93%	Reduced
537	Waverton Investment Management London, United Kingdom	$200M	-$16.6M	3	12.98%	Reduced
538	CCM Candlestick Capital Management Greenwich, Connecticut	$199M	+$140M	5	8.4%	Increased
539	QS Investors New York	$197M	-$17.9M	28	3.13%	Reduced
540	RP Regal Partners Sydney, NSW, Australia	$197M	-$48.7M	1	21.2%	Reduced
541	Burgundy Asset Management Toronto, Ontario, Canada	$197M	-$62.8M	6	2.67%	Reduced
542	SC Serenity Capital Palo Alto, California	$196M	$0	1	41.93%	Maintained
543	MAMU Marathon Asset Management (UK) London, United Kingdom	$196M	-$13.5M	4	3.52%	Reduced
544	Zacks Investment Management Chicago, Illinois	$196M	-$1.71M	8	4.8%	Reduced
545	RE RBC Europe London, United Kingdom	$194M	-$4.74M	29	19.33%	Reduced
546	PGGM Investments Zeist, Netherlands	$194M	-$13.2M	3	1.4%	Reduced
547	Intermede Investment Partners London, United Kingdom	$193M	+$12.7M	2	11.36%	Increased
548	Wolverine Trading Chicago, Illinois	$192M	-$141M	34	0.58%	Reduced
549	SC US (TTGP) Menlo Park, California	$190M	$0	2	14.55%	Maintained
550	D.A. Davidson & Co Great Falls, Montana	$189M	+$5.09M	19	3.7%	Increased