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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	Zacks Investment Management Chicago, Illinois	$324M	+$25M	12	6.56%	Increased
527	ACM Alta Capital Management Salt Lake City, Utah	$324M	-$55.8M	8	10.31%	Reduced
528	GW&K Investment Management Boston, Massachusetts	$323M	+$778K	8	4.24%	Increased
529	IFM Investors Melbourne, Australia	$322M	+$32.8M	13	13.51%	Increased
530	FCI Financial Counselors Inc Overland Park, Kansas	$321M	-$183K	13	9.39%	Reduced
531	TCMI Technology Crossover Management IX Menlo Park, California	$320M	$0	2	59.71%	Maintained
532	TCMV Technology Crossover Management VIII Menlo Park, California	$317M	$0	2	17%	Maintained
533	MUFG Americas New York	$316M	+$996K	7	8.37%	Increased
534	ACM Atlanta Capital Management Atlanta, Georgia	$315M	+$26.1M	1	1.29%	Increased
535	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$314M	-$48.9M	20	9.96%	Reduced
536	MAMU Marathon Asset Management (UK) London, United Kingdom	$314M	-$61.4M	6	4.93%	Reduced
537	Yacktman Asset Management Austin, Texas	$314M	-$24M	2	4.65%	Reduced
538	Avantax Advisory Services Dallas, Texas	$312M	+$185M	18	5.01%	Increased
539	WAM WT Asset Management Hong Kong	$312M	+$121M	6	73.46%	Increased
540	Granahan Investment Management Waltham, Massachusetts	$310M	+$7.49M	6	10.52%	Increased
541	PJB Paul John Balson Marina Del Rey, California	$310M	+$70.9M	3	76.68%	Increased
542	Saturna Capital Bellingham, Washington	$309M	-$4.68M	6	7.87%	Reduced
543	PEAK6 Investments Chicago, Illinois	$307M	+$159M	33	0.76%	Increased
544	MNBTD Moody National Bank Trust Division Galveston, Texas	$305M	-$9.63M	9	9.37%	Reduced
545	Central Trust Company Jefferson City, Missouri	$304M	-$3M	16	13.75%	Reduced
546	Welch & Forbes Boston, Massachusetts	$304M	-$11.7M	10	6.55%	Reduced
547	VIP Vantage Investment Partners Kansas City, Missouri	$303M	-$30.7M	6	19.02%	Reduced
548	HAM Honeycomb Asset Management New York	$299M	+$62M	6	22.67%	Increased
549	Profund Advisors Bethesda, Maryland	$299M	-$2.87M	22	15.39%	Reduced
550	Nicholas Company Milwaukee, Wisconsin	$299M	-$41.5M	6	6.29%	Reduced