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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	PTC Provident Trust Company Waukesha, Wisconsin	$79.7M	+$3.47M	2	4.45%	Increased
552	MCC Mid Continent Capital Chicago, Illinois	$79.6M	+$313K	6	4.78%	Increased
553	M&T Bank Buffalo, New York	$79M	-$1.09M	15	3.28%	Reduced
554	DCM Daruma Capital Management New York	$78.7M	-$1.17M	2	3.12%	Reduced
555	Foresters Investment Management New York	$78.6M	$0	4	1.7%	Maintained
556	Zacks Investment Management Chicago, Illinois	$78.2M	+$26.1M	11	2.9%	Increased
557	Cannell & Spears New York	$77.9M	-$3.02M	4	9.79%	Reduced
558	T TOBAM Paris, France	$77.3M	+$21.1M	2	3.86%	Increased
559	KCM Kensico Capital Management Greenwich, Connecticut	$77.2M	-$50.4M	2	1.76%	Reduced
560	PCM Palestra Capital Management New York	$76.7M	+$25.8M	2	9.84%	Increased
561	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$76.6M	-$68.8M	3	4.91%	Reduced
562	LCM Logan Capital Management Newtown Square, Pennsylvania	$76.2M	-$582K	6	5.49%	Reduced
563	SAM Steinberg Asset Management New York	$76M	+$2.7M	2	4.48%	Increased
564	Rockefeller Financial Services New York	$75.2M	+$1.18M	3	1.63%	Increased
565	FCIM Fairview Capital Investment Management Greenbrae, California	$75M	-$16.6M	4	6.32%	Reduced
566	CEP Chicago Equity Partners Chicago, Illinois	$74.9M	-$583K	4	2.06%	Reduced
567	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$74.3M	-$1.56M	14	3.54%	Reduced
568	QI Qualcomm Inc San Diego, California	$74.2M	$0	5	3.75%	Maintained
569	GW&K Investment Management Boston, Massachusetts	$73.9M	+$922K	3	1.98%	Increased
570	Oppenheimer & Co New York	$73.8M	-$3.43M	13	2.21%	Reduced
571	DC Deere & Company Moline, Illinois	$73.7M	-$12.8M	12	4.21%	Reduced
572	Kentucky Retirement Systems Frankfort, Kentucky	$73.4M	-$52.5K	7	5.3%	Reduced
573	Capital Fund Management (CFM) Paris, France	$73M	+$12.1M	11	0.89%	Increased
574	CCM Cadence Capital Management Boston, Massachusetts	$72.9M	-$8.89M	9	3.07%	Reduced
575	BM Bridger Management New York	$72.8M	$0	1	4.86%	Maintained