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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
551	Pzena Investment Management New York	$562M	+$177M	4	1.65%	Increased
552	Pinnacle Associates New York	$559M	-$1.38M	19	6.11%	Reduced
553	Equitable Holdings New York	$558M	-$45.9M	14	3.33%	Reduced
554	Kestra Private Wealth Services Austin, Texas	$557M	-$18.8M	20	6.12%	Reduced
555	HRT Financial New York	$557M	-$537M	67	1.02%	Reduced
556	AKRE Capital Management Middleburg, Virginia	$556M	+$46M	2	10.86%	Increased
557	Oversea-Chinese Banking Corp (OCBC) Singapore	$555M	-$1M	18	11.9%	Reduced
558	Manning & Napier Advisors Fairport, New York	$552M	-$86.6M	23	7.07%	Reduced
559	Comgest Global Investors Paris, France	$550M	+$6.73M	8	12.09%	Increased
560	SCGE Management Menlo Park, California	$546M	-$239M	4	9.26%	Reduced
561	Integrated Wealth Concepts Waltham, Massachusetts	$545M	+$43.8M	26	3.56%	Increased
562	Veritas Asset Management London, United Kingdom	$543M	-$86.2M	1	9.78%	Reduced
563	WA WFM Asia Road Town, Tortola, British Virgin Islands	$540M	-$23.4M	4	81.44%	Reduced
564	WhitTier Trust Company Reno, Nevada	$539M	+$618K	23	10.08%	Increased
565	Jensen Investment Management Lake Oswego, Oregon	$539M	-$264M	4	13.07%	Reduced
566	MUFG Bank Tokyo 100-8388,, Japan	$539M	$0	1	15.16%	Maintained
567	Apollon Wealth Management Mount Pleasant, South Carolina	$538M	+$68M	18	6.54%	Increased
568	DSCM Divisadero Street Capital Management Miami, Florida	$538M	+$310M	16	12.18%	Increased
569	Schonfeld Strategic Advisors New York	$536M	+$310M	55	1.92%	Increased
570	Picton Mahoney Asset Management Toronto, Ontario, Canada	$535M	-$1.22M	21	3.96%	Reduced
571	Clearstead Advisors Cleveland, Ohio	$534M	-$120M	70	5.04%	Reduced
572	Advisors Asset Management Monument, Colorado	$529M	-$15.9M	30	8.07%	Reduced
573	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$529M	+$280M	5	1.6%	Increased
574	Mission Wealth Management Santa Barbara, California	$528M	+$181M	14	6.45%	Increased
575	ACM Anomaly Capital Management New York	$521M	+$142M	3	19.9%	Increased