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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	Stephens Investment Management Group Houston, Texas	$83.9M	-$19.2M	7	2.58%	Reduced
552	Williams Jones & Associates New York	$83.7M	-$144M	6	3.76%	Reduced
553	MCC Mid Continent Capital Chicago, Illinois	$83.7M	-$2.63M	6	4.85%	Reduced
554	Capital International Inc Los Angeles, California	$83.3M	+$10.6M	4	4.4%	Increased
555	Profund Advisors Bethesda, Maryland	$82.8M	-$9.35M	16	3.63%	Reduced
556	DF Dent & Co Baltimore, Maryland	$82.8M	-$16.3M	2	1.91%	Reduced
557	HP Holowesko Partners Nassau, Bahamas	$82.7M	-$19.4M	1	5%	Reduced
558	Zacks Investment Management Chicago, Illinois	$82.6M	+$1.99M	9	2.93%	Increased
559	Point72 Asset Management Stamford, Connecticut	$82.6M	+$78.9M	12	0.53%	New
560	GEM Global Endowment Management Charlotte, North Carolina	$82.5M	+$24.2M	6	12.5%	Increased
561	DAC Dividend Assets Capital Ridgeland, South Carolina	$82.5M	-$25.6K	3	2.2%	Reduced
562	PCM Prime Capital Management Hong Kong	$82.3M	+$74.5M	2	20.21%	Increased
563	DC Deere & Company Moline, Illinois	$82.2M	+$945K	15	4.53%	Increased
564	Jupiter Investment Management London, United Kingdom	$82.1M	+$49.8M	4	4.61%	Increased
565	QF QVT Financial New York	$82M	+$23.2M	3	4.43%	Increased
566	VanEck Associates New York	$82M	+$49.2M	3	0.38%	Increased
567	TBC Tweedy, Browne Co Stamford, Connecticut	$81.6M	-$30.1K	1	1.74%	Reduced
568	Rathbones Group Liverpool, United Kingdom	$81.6M	+$24M	5	5.76%	Increased
569	M&T Bank Buffalo, New York	$81.5M	-$6.46M	14	3.41%	Reduced
570	DSM Capital Partners Palm Beach Gardens, Florida	$81.3M	-$43.5M	2	1.65%	Reduced
571	Seizert Capital Partners Birmingham, Michigan	$81.1M	+$5.62M	3	1.61%	Increased
572	FCM Freshford Capital Management Rye Brook, New York	$80.6M	+$11.2M	3	10.56%	Increased
573	SCGE Management Menlo Park, California	$79.5M	-$17.3M	4	9.72%	Reduced
574	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$79.1M	-$2.32M	14	3.66%	Reduced
575	Andra AP-fonden Goteborg, Sweden	$78.1M	-$83.1M	7	1.71%	Reduced