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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	NewEdge Wealth Pittsburgh, Pennsylvania	$491M	+$35.2M	20	8.9%	Increased
527	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$491M	+$145M	11	6.89%	Increased
528	Waverton Investment Management London, United Kingdom	$490M	+$37.5M	4	7.59%	Increased
529	SRS Investment Management New York	$487M	$0	2	6.53%	Maintained
530	Mizuho Securities USA New York	$480M	-$86.9M	13	10.36%	Reduced
531	Oppenheimer & Co New York	$479M	+$19.4M	22	7.23%	Increased
532	Gotham Asset Management New York	$477M	+$138M	29	3.98%	Increased
533	Samlyn Capital New York	$475M	+$221M	4	7.04%	Increased
534	OCM OLP Capital Management Causeway Bay, Hong Kong	$475M	-$47.1M	3	61.67%	Reduced
535	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$475M	-$19.5M	12	7.05%	Reduced
536	Thrive Capital Management (New York) New York	$474M	$0	1	80.5%	Maintained
537	Pinnacle Associates New York	$474M	+$9.92M	18	6.95%	Increased
538	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$470M	+$43.3M	4	5.27%	Increased
539	Oppenheimer Asset Management New York	$466M	-$9.11M	23	5.79%	Reduced
540	Nomura Holdings Tokyo, Japan	$465M	-$355M	28	0.87%	Reduced
541	Madison Asset Management Madison, Wisconsin	$464M	+$8.53M	11	5.17%	Increased
542	Trexquant Investment Stamford, Connecticut	$462M	+$32.5M	49	5.37%	Increased
543	Raiffeisen Bank International Vienna, Austria	$459M	+$36.6M	22	7.32%	Increased
544	Starboard Value New York	$459M	-$21.1M	3	8.34%	Reduced
545	Railway Pension Investments London, United Kingdom	$458M	-$77.4M	8	6.51%	Reduced
546	Tocqueville Asset Management New York	$458M	+$33.3M	12	7.47%	Increased
547	Union Bancaire Privee Geneva 1, Switzerland	$458M	+$18.7M	15	8.81%	Increased
548	Advisors Asset Management Monument, Colorado	$456M	+$10.4M	31	8.58%	Increased
549	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$455M	+$48.8M	3	4.75%	Increased
550	Capital Advisors Inc Tulsa, Oklahoma	$455M	+$14.9M	9	9.05%	Increased