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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	Eastern Bank Boston, Massachusetts	$500M	-$13.6M	14	9.53%	Reduced
527	CAM Contour Asset Management New York	$499M	-$20.5M	4	16.3%	Reduced
528	5NCM 59 North Capital Management Houston, Texas	$498M	+$33.2M	2	17.76%	Increased
529	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$497M	+$2.86M	2	4.74%	Increased
530	Intermede Investment Partners London, United Kingdom	$497M	-$68.7M	4	15.31%	Reduced
531	Capital Advisors Inc Tulsa, Oklahoma	$496M	-$10.9M	9	8.91%	Reduced
532	Vident Advisory Alpharetta, Georgia	$496M	+$69M	47	5.57%	Increased
533	MG Meritage Group San Francisco, California	$495M	+$109M	1	13.57%	Increased
534	Kinetic Partners Management Miami, Florida	$491M	+$15.2M	6	26.86%	Increased
535	OCM OLP Capital Management Causeway Bay, Hong Kong	$488M	-$12.9M	3	63.11%	Reduced
536	Rokos Capital Management (UK) London, United Kingdom	$487M	-$209M	4	2.12%	Reduced
537	Congress Wealth Management Boston, Massachusetts	$486M	-$30.6M	17	4.71%	Reduced
538	Advisory Services Network Atlanta, Georgia	$486M	+$107M	24	7.82%	Increased
539	Advisors Asset Management Monument, Colorado	$486M	-$6.14M	29	8.69%	Reduced
540	Aptus Capital Advisors Fairhope, Alabama	$484M	+$26.6M	16	3.94%	Increased
541	Chicago Capital Chicago, Illinois	$483M	+$14.1M	12	11.91%	Increased
542	CCM Cantillon Capital Management New York	$481M	-$12.4M	1	2.78%	Reduced
543	Impax Asset Management Group London, United Kingdom	$481M	+$53.3M	7	2.76%	Increased
544	PCM Palestra Capital Management New York	$476M	+$226M	4	13.85%	Increased
545	Bradley Foster & Sargent Hartford, Connecticut	$475M	+$19M	9	7.44%	Increased
546	Norinchukin Bank Tokyo, Japan	$474M	+$54M	16	7.06%	Increased
547	Stonehage Fleming Financial Services St. Helier, Jersey	$474M	+$282M	7	13.77%	Increased
548	Mizuho Markets Americas New York	$472M	-$213M	3	14.35%	Reduced
549	ArrowMark Colorado Holdings Denver, Colorado	$467M	-$162M	13	8.41%	Reduced
550	BI BlueSpruce Investments Chicago, Illinois	$466M	-$101M	3	10.85%	Reduced