← All themes

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	XEA XN Exponent Advisors New York	$361M	+$175M	4	20.52%	Increased
527	CF Cypress Funds Los Angeles, California	$360M	+$32.6M	4	34.06%	Increased
528	SCM Steadfast Capital Management New York	$360M	-$366M	3	3.74%	Reduced
529	Profund Advisors Bethesda, Maryland	$360M	+$50.3M	33	13.82%	Increased
530	Rafferty Asset Management New York	$358M	+$1.51M	39	2.44%	Increased
531	Granahan Investment Management Waltham, Massachusetts	$358M	-$29M	5	7.58%	Reduced
532	CC Cederberg Capital London, United Kingdom	$354M	-$1.48B	3	26.05%	Reduced
533	Norinchukin Bank Tokyo, Japan	$354M	+$12.5M	13	4.87%	Increased
534	Cardano Risk Management Rotterdam, Netherlands	$352M	-$4.89M	2	48.08%	Reduced
535	TimesSquare Capital Management New York	$351M	+$44.1M	8	3%	Increased
536	CCM Candlestick Capital Management Greenwich, Connecticut	$350M	+$10.4M	9	7.67%	Increased
537	FCI Financial Counselors Inc Overland Park, Kansas	$349M	+$9.02M	13	8.11%	Increased
538	HP Harbourvest Partners Boston, Massachusetts	$346M	+$326M	3	46.46%	New
539	Cetera Investment Advisers Schaumburg, Illinois	$346M	-$4.8M	30	6.81%	Reduced
540	BOK Financial Tulsa, Oklahoma	$343M	-$8.4M	16	6.24%	Reduced
541	Martingale Asset Management Boston, Massachusetts	$342M	-$104M	13	3.92%	Reduced
542	Pentwater Capital Management Naples, Florida	$341M	+$100M	11	3.25%	Increased
543	PC Pelham Capital London, United Kingdom	$340M	+$24.3M	3	21.1%	Increased
544	Bartlett & Co Wealth Management Cincinnati, Ohio	$339M	-$3.97M	22	6.81%	Reduced
545	Bartlett & Co Cincinnati, Ohio	$339M	-$3.97M	22	6.81%	Reduced
546	PWAM Park West Asset Management San Francisco, California	$336M	+$275M	8	10.18%	Increased
547	SAM Securian Asset Management St Paul, Minnesota	$335M	-$9.33M	17	7.28%	Reduced
548	D.A. Davidson & Co Great Falls, Montana	$334M	+$79.8M	24	4.27%	Increased
549	AAM Ardevora Asset Management London, United Kingdom	$334M	+$456K	7	4.96%	Increased
550	CCM CAAS Capital Management New York	$333M	+$251M	19	3.6%	Increased