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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	Oppenheimer & Co New York	$108M	-$3.43M	14	3.02%	Reduced
552	CCM Corsair Capital Management New York	$108M	-$818K	3	9.84%	Reduced
553	Foresters Investment Management New York	$108M	+$7.02M	6	2.04%	Increased
554	FTIM Flowering Tree Investment Management Singapore	$108M	+$43.7M	2	40.53%	Increased
555	Johnson Investment Counsel Cincinnati, Ohio	$108M	+$4.13M	8	3.62%	Increased
556	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$108M	+$10.8M	13	0.98%	Increased
557	Cambiar Investors Denver, Colorado	$108M	+$39.5M	1	1.51%	Increased
558	PP PDT Partners New York	$107M	+$30.2M	25	2.81%	Increased
559	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$107M	-$7.68M	1	14.27%	Reduced
560	FAM Foxhaven Asset Management Charlottesville, Virginia	$106M	+$9.16M	3	11.61%	Increased
561	ICP Indus Capital Partners New York	$106M	+$30.8M	4	11.17%	Increased
562	Jupiter Investment Management London, United Kingdom	$106M	+$35.3M	5	3.08%	Increased
563	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$105M	-$5.3M	11	2.69%	Reduced
564	BB&T Securities Richmond, Virginia	$105M	-$18.6M	9	2.23%	Reduced
565	Cambridge Investment Research Advisors Fairfield, Iowa	$105M	+$7.31M	7	2.9%	Increased
566	Jane Street New York	$105M	+$1.38M	24	0.68%	Increased
567	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$105M	+$32.5M	4	5.63%	Increased
568	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$104M	-$8.24M	1	4.78%	Reduced
569	SAM Scopus Asset Management New York	$104M	+$65.9M	3	1.79%	Increased
570	HC Hosking & Co Dublin, Ireland	$104M	+$14M	5	6.99%	Increased
571	GAMA Graticule Asia Macro Advisors New York	$104M	+$97.6M	6	5.01%	Increased
572	AVC Arlington Value Capital Salt Lake City, Utah	$104M	+$3.71M	2	14.49%	Increased
573	Adams Diversified Equity Fund Baltimore, Maryland	$104M	$0	2	6.84%	Maintained
574	Gates Capital Management New York	$103M	+$3.76M	1	3.41%	Increased
575	LCM Logan Capital Management Newtown Square, Pennsylvania	$102M	-$7.91M	8	7.5%	Reduced