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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	Mizuho Securities USA New York	$68.1M	-$10.5M	5	4.33%	Reduced
552	MP Makaira Partners La Jolla, California	$68.1M	$0	1	14.46%	Maintained
553	Oppenheimer & Co New York	$67.9M	+$412K	11	2.39%	Increased
554	UBS O'Connor Chicago, Illinois	$67.7M	+$13.1M	3	1.41%	Increased
555	People's United Financial Bridgeport, Connecticut	$67.4M	-$6.98M	8	4.28%	Reduced
556	Bahl & Gaynor Cincinnati, Ohio	$67.4M	+$24.8M	4	1.21%	Increased
557	PRA Parametric Risk Advisors Westport, Connecticut	$67M	-$9.89M	5	4.7%	Reduced
558	Menora Mivtachim Holdings Ramat Gan, Israel	$66.8M	+$9.12M	5	6.12%	Increased
559	EC EMS Capital New York	$66.3M	+$26.2M	3	11.93%	Increased
560	TH Timber Hill Greenwich, Connecticut	$65.9M	+$40.4M	9	0.23%	Increased
561	CIA CCM Investment Advisers Columbia, South Carolina	$65.8M	+$333K	2	6.54%	Increased
562	RIG Roosevelt Investment Group New York	$65.4M	-$3.17M	3	2.91%	Reduced
563	New Mexico Educational Retirement Board Santa Fe, New Mexico	$65M	-$63.7M	1	2.7%	Reduced
564	Farallon Capital Management San Francisco, California	$64.4M	+$16.5M	2	1.32%	Increased
565	ELC Edgar Lomax Company Kingstowne, Virginia	$64.4M	-$5.84M	3	5.28%	Reduced
566	JGC J. Goldman & Co New York	$64.3M	+$43.3M	6	6.03%	Increased
567	Axiom Investors Greenwich, Connecticut	$64.2M	+$13.1M	2	2.05%	Increased
568	BII Baring International Investment London, United Kingdom	$64M	-$16.1M	3	2.85%	Reduced
569	Whittier Trust South Pasadena, California	$63.8M	-$661K	11	3.45%	Reduced
570	GHA Garcia Hamilton & Associates Houston, Texas	$63.7M	-$6.54M	4	11.51%	Reduced
571	D.A. Davidson & Co Great Falls, Montana	$63.4M	+$1.05M	19	2.85%	Increased
572	GCM Gabalex Capital Management New York	$62.9M	+$18.9M	1	20.94%	Increased
573	Whale Rock Capital Management Boston, Massachusetts	$62.7M	+$30.4M	5	10.9%	Increased
574	QIM Quest Investment Management Lake Oswego, Oregon	$62.5M	-$8.38M	6	5.36%	Reduced
575	Birch Hill Investment Advisors Boston, Massachusetts	$62.3M	+$12.7M	6	7.37%	Increased