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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	DF Dent & Co Baltimore, Maryland	$105M	-$2.28M	3	2.55%	Reduced
552	CCM Conatus Capital Management Greenwich, Connecticut	$105M	+$38.8M	1	5.11%	Increased
553	Castleark Management Chicago, Illinois	$104M	+$45.3M	4	2.68%	Increased
554	DCM Dupont Capital Management Wilmington, Delaware	$104M	+$7.34M	3	1.91%	Increased
555	NWQ Investment Management Company Los Angeles, California	$103M	+$16.6M	2	1.24%	Increased
556	DAC Dividend Assets Capital Ridgeland, South Carolina	$103M	+$12.7M	3	2.34%	Increased
557	TCM Tiger Consumer Management New York	$103M	-$147M	2	7.43%	Reduced
558	Foresters Investment Management New York	$103M	-$267K	4	2.05%	Reduced
559	D.A. Davidson & Co Great Falls, Montana	$102M	-$5.22M	24	3.34%	Reduced
560	Winton Group London, United Kingdom	$102M	-$58.7M	5	1.26%	Reduced
561	Becker Capital Management Portland, Oregon	$102M	-$5.13M	2	3.95%	Reduced
562	Cadian Capital Management New York	$100M	+$44.4M	4	2.52%	Increased
563	TM Tiger Management New York	$99.3M	-$56.4M	5	19.48%	Reduced
564	Royal London Asset Management United Kingdom	$99M	+$20.5M	5	1.87%	Increased
565	Meag Munich Ergo Munich, Germany	$98.8M	-$6.34M	4	4.47%	Reduced
566	Alpha Wave Global New York	$98.7M	-$33.4M	1	5.35%	Reduced
567	Securian Asset Management St Paul, Minnesota	$98M	+$890K	9	3.03%	Increased
568	AGF Investments Inc Toronto, Ontario, Canada	$97.9M	+$22.3M	8	1.05%	Increased
569	TGCM Tukman Grossman Capital Management Larkspur, California	$97.3M	-$13.1M	1	4.71%	Reduced
570	Jane Street New York	$96.3M	-$67.3M	17	0.72%	Reduced
571	MCM McKinley Capital Management Anchorage, Alaska	$96M	+$12.9M	7	3.86%	Increased
572	Daiwa Securities Group Tokyo, Japan	$95.6M	+$21.4M	12	0.68%	Increased
573	MGM Miura Global Management New York	$95.5M	-$7.45M	2	7.18%	Reduced
574	Zweig-DiMenna Associates New York	$94.9M	-$1.41M	4	4.08%	Reduced
575	Evercore Wealth Management New York	$94.6M	-$1.7M	10	4.72%	Reduced