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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	Avantax Advisory Services Dallas, Texas	$432M	+$118M	27	3.08%	Increased
527	MGCM Mane Global Capital Management New York	$432M	+$72.7M	8	29.51%	Increased
528	OCM OLP Capital Management Causeway Bay, Hong Kong	$432M	+$75.3M	3	64.62%	Increased
529	Moore Capital Management New York	$431M	-$150M	11	7.49%	Reduced
530	Oppenheimer Asset Management New York	$430M	+$62.5M	25	5.49%	Increased
531	ACM Argent Capital Management St Louis, Missouri	$428M	-$3.98M	4	12.58%	Reduced
532	Madison Asset Management Madison, Wisconsin	$428M	+$5.81M	9	5.3%	Increased
533	MC Maplelane Capital New York	$426M	-$24.7M	8	14.58%	Reduced
534	First Pacific Advisors El Segundo, California	$426M	+$5.32M	3	5.76%	Increased
535	WAM WT Asset Management Hong Kong	$425M	+$165M	5	41.41%	Increased
536	Tocqueville Asset Management New York	$425M	-$17M	10	7.01%	Reduced
537	GPCM Greenbrier Partners Capital Management Dallas, Texas	$424M	$0	2	34.97%	Maintained
538	Cubist Systematic Strategies Stamford, Connecticut	$424M	-$93.5M	58	2.88%	Reduced
539	Waverton Investment Management London, United Kingdom	$422M	+$32.3M	4	7.96%	Increased
540	KM Kora Management Brooklyn, New York	$421M	$0	3	57.9%	Maintained
541	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$420M	-$100K	8	8.99%	Reduced
542	Kentucky Retirement Systems Frankfort, Kentucky	$415M	-$4.07M	12	12.03%	Reduced
543	FineMark National Bank & Trust Fort Myers, Florida	$413M	-$1.78M	8	15.24%	Reduced
544	Comgest Global Investors Paris, France	$413M	-$20.3M	8	5.67%	Reduced
545	Ethic Inc New York	$411M	+$28.4M	34	9.65%	Increased
546	Bradley Foster & Sargent Hartford, Connecticut	$408M	+$6.54M	8	7.35%	Increased
547	TC TownSquare Capital Provo, Utah	$408M	+$28.5M	27	5.56%	Increased
548	Adams Diversified Equity Fund Baltimore, Maryland	$405M	+$25.4M	4	13.83%	Increased
549	Capital International Inc Los Angeles, California	$404M	-$10.7M	9	5.38%	Reduced
550	Advisors Asset Management Monument, Colorado	$401M	+$5.84M	28	7.82%	Increased