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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	SIC Schwartz Investment Counsel Plymouth, Michigan	$117M	+$10.9M	6	8.3%	Increased
552	CCM Cornerstone Capital Management Edina, Minnesota	$116M	-$72.8M	4	18.34%	Reduced
553	IRF IBM Retirement Fund Armonk, New York	$116M	-$42.1M	15	5.83%	Reduced
554	Clifford Swan Investment Counsel Pasadena, California	$116M	-$3.96M	6	7.81%	Reduced
555	TC Tairen Capital Hong Kong	$115M	-$66.3M	3	27.14%	Reduced
556	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$115M	-$126K	2	5.34%	Reduced
557	Jupiter Asset Management London, United Kingdom	$115M	-$2.73M	6	4.33%	Reduced
558	CIM Calvert Investment Management Bethesda, Maryland	$114M	+$691K	11	4.18%	Increased
559	Personal Capital Advisors Redwood City, California	$114M	+$10.7M	6	3.82%	Increased
560	TCG Tremblant Capital Group West Palm Beach, Florida	$114M	+$41.5M	3	6.33%	Increased
561	WCM Investment Management Laguna Beach, California	$113M	+$10.5M	2	1.29%	Increased
562	Foresters Investment Management New York	$113M	+$3.37M	6	2.1%	Increased
563	WIM Weitz Investment Management Omaha, Nebraska	$113M	+$2.34M	4	4.23%	Increased
564	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$112M	+$1.98M	12	1.33%	Increased
565	RP Ridgegate Proprietary Sydney, Australia	$112M	-$3.23M	2	47.37%	Reduced
566	Washington Trust Westerly, Rhode Island	$112M	-$2.27M	7	7.37%	Reduced
567	Mizuho Securities USA New York	$112M	+$62.2M	4	9.3%	Increased
568	NM NWI Management New York	$111M	-$1.91M	1	11.67%	Reduced
569	RHBC R.H. Bluestein & Co Birmingham, Michigan	$111M	+$4.59M	3	7.3%	Increased
570	CCP Clough Capital Partners Boston, Massachusetts	$111M	+$29.1M	5	5.78%	Increased
571	MVIP Mar Vista Investment Partners Los Angeles, California	$111M	+$40.5M	2	4.52%	Increased
572	MUFG Americas New York	$110M	-$1.77M	10	3.75%	Reduced
573	SG Americas Securities New York	$110M	-$955M	33	1.15%	Reduced
574	ACA Abdiel Capital Advisors New York	$110M	+$5.8M	1	32.3%	Increased
575	HCM Herndon Capital Management Atlanta, Georgia	$110M	-$64.8M	8	5.47%	Reduced