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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	LCM Logan Capital Management Newtown Square, Pennsylvania	$106M	+$13.7M	6	7.47%	Increased
552	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$106M	-$19M	2	6.71%	Reduced
553	SC Shellback Capital Boston, Massachusetts	$105M	+$53M	4	7.6%	Increased
554	Lyrical Asset Management New York	$105M	+$226K	1	3.14%	Increased
555	Gates Capital Management New York	$105M	+$23.9M	1	3.68%	Increased
556	D.A. Davidson & Co Great Falls, Montana	$104M	-$4.14M	23	3.42%	Reduced
557	JGC J. Goldman & Co New York	$104M	+$75.2M	7	6.41%	Increased
558	Becker Capital Management Portland, Oregon	$103M	-$4.08M	2	4.03%	Reduced
559	Johnson Investment Counsel Cincinnati, Ohio	$103M	+$12.5M	7	3.47%	Increased
560	Foresters Investment Management New York	$103M	-$6.73M	4	2%	Reduced
561	VM Valinor Management New York	$102M	-$73.3M	2	2.68%	Reduced
562	Bridgewater Associates Westport, Connecticut	$102M	+$58M	5	0.8%	Increased
563	Veritable Wilmington, Delaware	$102M	-$5.96M	11	2.13%	Reduced
564	LI LMCG Investments Boston, Massachusetts	$102M	+$717K	8	2.13%	Increased
565	JPCCM J&P (China) Capital Management Hong Kong, China	$101M	-$82.3M	3	14.25%	Reduced
566	SMPIAI Spark Management Partners III (AIV I) Boston, Massachusetts	$101M	+$77.9M	1	100%	New
567	AVC Arlington Value Capital Salt Lake City, Utah	$101M	+$5M	2	14.53%	Increased
568	Evercore Wealth Management New York	$100M	-$542K	8	4.61%	Reduced
569	Jane Street New York	$100M	-$710K	20	0.77%	Reduced
570	IAM Impax Asset Management Portsmouth, New Hampshire	$100M	+$15.1M	4	5.48%	Increased
571	Adams Diversified Equity Fund Baltimore, Maryland	$99.9M	$0	2	6.57%	Maintained
572	DC Deere & Company Moline, Illinois	$99M	+$679K	18	5.28%	Increased
573	CAM Capstone Asset Management Houston, Texas	$98.9M	+$920K	17	2.79%	Increased
574	CPIM Columbia Partners Investment Management Alexandria, Virginia	$98.9M	-$1.51M	8	5.26%	Reduced
575	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$98.7M	+$19.5M	8	0.83%	Increased