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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	Cardano Risk Management Rotterdam, Netherlands	$370M	-$23.1M	2	45.95%	Reduced
527	Stonehage Fleming Financial Services St. Helier, Jersey	$370M	+$8.19M	9	10.89%	Increased
528	WCAU Working Capital Advisors (UK) London, United Kingdom	$362M	+$137M	1	100%	Increased
529	Welch & Forbes Boston, Massachusetts	$362M	+$1.82M	10	6.01%	Increased
530	Zacks Investment Management Chicago, Illinois	$360M	+$15.6M	13	5.68%	Increased
531	Robeco Schweiz Zurich, Switzerland	$359M	+$7.05M	5	4.19%	Increased
532	SAM Securian Asset Management St Paul, Minnesota	$358M	-$921K	15	7.36%	Reduced
533	Border to Coast Pensions Partnership Leeds, United Kingdom	$358M	+$4.09M	3	12.17%	Increased
534	PC Pelham Capital London, United Kingdom	$357M	-$23.6M	3	19.79%	Reduced
535	SC Strategy Capital Los Altos, California	$356M	+$12.6M	2	33.78%	Increased
536	Washington Trust Westerly, Rhode Island	$356M	-$21.7M	20	10.03%	Reduced
537	AssetMark Inc Concord, California	$355M	-$61.1M	30	1.59%	Reduced
538	BC BIT Capital Berlin, Germany	$355M	-$22.4M	9	20.65%	Reduced
539	Martingale Asset Management Boston, Massachusetts	$354M	-$25.6M	13	4.63%	Reduced
540	Silvercrest Asset Management New York	$353M	-$11.8M	23	2.38%	Reduced
541	HRT Financial New York	$351M	-$9.92M	46	2.14%	Reduced
542	Capital Wealth Planning Naples, Florida	$348M	+$15M	5	9.58%	Increased
543	Central Trust Company Jefferson City, Missouri	$348M	-$7.4M	19	12.4%	Reduced
544	PCM Palestra Capital Management New York	$347M	+$16.7M	4	7.37%	Increased
545	CM Conifer Management New York	$347M	+$72.8M	2	23.97%	Increased
546	SP ShawSpring Partners Boston, Massachusetts	$347M	-$104M	2	36.18%	Reduced
547	Mondrian Investment Partners London, United Kingdom	$346M	+$61.5M	4	6.99%	Increased
548	Laurion Capital Management New York	$346M	-$474M	12	1.46%	Reduced
549	Mirova US Boston, Massachusetts	$346M	+$37.4M	1	8.08%	Increased
550	SCM Segantii Capital Management Hong Kong	$346M	+$245M	7	11.19%	Increased