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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	Cannell & Spears New York	$84.5M	-$1.62M	4	10.54%	Reduced
552	M&T Bank Buffalo, New York	$84.3M	+$1.61M	15	3.53%	Increased
553	LCM Logan Capital Management Newtown Square, Pennsylvania	$84.2M	-$5.95M	6	5.97%	Reduced
554	SCM Stevens Capital Management Radnor, Pennsylvania	$83.9M	+$68.7M	11	2.48%	Increased
555	AC Axon Capital New York	$82.2M	+$79.8M	1	3.25%	New
556	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$82.2M	+$3.59M	3	4.4%	Increased
557	NSCM New South Capital Management Memphis, Tennessee	$82.1M	-$3.38M	2	2.86%	Reduced
558	Ruffer LLP London, United Kingdom	$82M	-$2.37M	3	2.91%	Reduced
559	MCC Mid Continent Capital Chicago, Illinois	$81.8M	+$1.98M	6	5.05%	Increased
560	TCMV Technology Crossover Management V Menlo Park, California	$81.8M	-$39.6M	1	40.94%	Reduced
561	Cooperman Leon G	$81.6M	+$78.6M	2	1.16%	New
562	Foresters Investment Management New York	$81.5M	+$2.07M	4	1.76%	Increased
563	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$81.3M	-$3.96M	5	12.59%	Reduced
564	D.A. Davidson & Co Great Falls, Montana	$81.1M	+$7.28M	18	3.03%	Increased
565	KCM Kingstown Capital Management New York	$81.1M	+$1.73M	1	10.06%	Increased
566	Oppenheimer & Co New York	$80.9M	+$2.89M	12	2.59%	Increased
567	CEP Chicago Equity Partners Chicago, Illinois	$80.4M	-$675K	4	2.41%	Reduced
568	OCM Osterweis Capital Management San Francisco, California	$80.2M	+$503K	2	2.48%	Increased
569	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$80.1M	+$75.6M	14	3.8%	New
570	Gates Capital Management New York	$79.4M	+$16.4M	1	2.62%	Increased
571	CPIM Columbia Partners Investment Management Alexandria, Virginia	$79.3M	-$5.51M	4	3.4%	Reduced
572	QI Qualcomm Inc San Diego, California	$79.2M	$0	5	4.12%	Maintained
573	HM HealthCor Management New York	$79M	-$23M	1	4.8%	Reduced
574	Capital International Inc Los Angeles, California	$79M	+$4.67M	3	3.4%	Increased
575	DCM Daruma Capital Management New York	$78.9M	-$15.3M	1	3.27%	Reduced