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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	O'Shaughnessy Asset Management Stamford, Connecticut	$315M	+$50.1M	29	4.68%	Increased
527	CA Cullinan Associates Louisville, Kentucky	$315M	+$10.3M	8	18.35%	Increased
528	Eisler Capital (UK) London, United Kingdom	$314M	+$279M	10	1.98%	Increased
529	Oppenheimer Asset Management New York	$313M	-$14.4M	23	4.81%	Reduced
530	E. Ohman J:or Asset Management Stockholm, Sweden	$312M	+$1.36M	12	11.77%	Increased
531	CAM Contour Asset Management New York	$311M	-$18.7M	3	14.8%	Reduced
532	SEP Soma Equity Partners San Francisco, California	$310M	-$34.3M	2	18.05%	Reduced
533	Edmond de Rothschild Holding Chambesy, Switzerland	$310M	-$13.7M	21	6.24%	Reduced
534	Clifford Swan Investment Counsel Pasadena, California	$310M	+$27.6M	7	12.99%	Increased
535	Phoenix Financial Givatayim, Israel	$309M	+$267M	9	5.66%	Increased
536	Kinetic Partners Management Miami, Florida	$309M	+$45.2M	5	30.49%	Increased
537	Cetera Advisors Denver, Colorado	$308M	+$3.91M	19	4.82%	Increased
538	Clal Insurance Tel-Aviv, Israel	$308M	+$70.6M	5	4.29%	Increased
539	RAM RJA Asset Management Stamford, Connecticut	$308M	-$15.1M	2	93.52%	Reduced
540	KCMH Kontiki Capital Management (HK) Hong Kong	$307M	+$26.6M	2	33.54%	Increased
541	Capital International Inc Los Angeles, California	$307M	-$46.2M	11	5.88%	Reduced
542	Madison Asset Management Madison, Wisconsin	$305M	-$362K	9	4.48%	Reduced
543	MVIP Mar Vista Investment Partners Los Angeles, California	$303M	-$22.4M	3	14.52%	Reduced
544	SAM Securian Asset Management St Paul, Minnesota	$299M	-$50.7M	13	8.94%	Reduced
545	GGH GCM Grosvenor Holdings Chicago, Illinois	$299M	+$273M	2	59.42%	Increased
546	Stephens Inc Little Rock, Arkansas	$298M	-$15.4M	18	5.72%	Reduced
547	SCM Silvant Capital Management Atlanta, Georgia	$297M	+$1.92M	10	17.93%	Increased
548	Glenview Trust Louisville, Kentucky	$294M	+$7.27M	7	8.12%	Increased
549	BCM Brown Capital Management Baltimore, Maryland	$292M	-$6.12M	9	4.48%	Reduced
550	OFI Invest Asset Management Paris, France	$292M	+$311M	7	10.54%	Increased