← All themes

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	RAM RWC Asset Management London, United Kingdom	$157M	-$785K	8	8.03%	Reduced
552	KCM Kensico Capital Management Greenwich, Connecticut	$157M	+$705K	1	3.12%	Increased
553	Fiduciary Trust Boston, Massachusetts	$157M	-$550K	7	4.65%	Reduced
554	Washington Trust Westerly, Rhode Island	$156M	+$8.27M	7	8.79%	Increased
555	GW&K Investment Management Boston, Massachusetts	$156M	-$35.4M	4	2.66%	Reduced
556	Stonehage Fleming Financial Services St. Helier, Jersey	$155M	-$13M	6	8.42%	Reduced
557	MP Makaira Partners La Jolla, California	$154M	-$27.4M	1	18.6%	Reduced
558	Fuller & Thaler Asset Management San Mateo, California	$154M	+$5.84M	10	1.86%	Increased
559	Saturna Capital Bellingham, Washington	$154M	-$673K	5	4.72%	Reduced
560	People's United Financial Bridgeport, Connecticut	$153M	-$2.43M	14	4.77%	Reduced
561	AustralianSuper Melbourne, Australia	$151M	+$41.7M	1	5.47%	Increased
562	SCM Shapiro Capital Management Atlanta, Georgia	$151M	-$1.16M	3	3.29%	Reduced
563	CP Coho Partners Berwyn, Pennsylvania	$148M	-$5.74M	2	3.66%	Reduced
564	WCM Investment Management Laguna Beach, California	$148M	-$14.5M	5	1.67%	Reduced
565	PFU Parus Finance (UK) London, United Kingdom	$147M	-$42.4M	7	26.63%	Reduced
566	Hotchkis & Wiley Capital Management Los Angeles, California	$147M	-$130M	5	0.56%	Reduced
567	Avalon Investment & Advisory Houston, Texas	$146M	-$2.77M	7	4.58%	Reduced
568	GAMCO Investors Greenwich, Connecticut	$146M	-$4.04M	11	0.92%	Reduced
569	Edmond de Rothschild Holding Chambesy, Switzerland	$146M	+$17.7M	16	4.17%	Increased
570	TIAA FSB Jacksonville, Florida	$145M	+$6.47M	4	0.84%	Increased
571	E. Ohman J:or Asset Management Stockholm, Sweden	$145M	+$1.11M	11	11.79%	Increased
572	PCM Prime Capital Management Hong Kong	$143M	+$9.29M	2	52.56%	Increased
573	Rockefeller Financial Services New York	$143M	+$9.49M	8	2.26%	Increased
574	Stockbridge Partners Boston, Massachusetts	$142M	-$7.05M	1	6.68%	Reduced
575	Bradley Foster & Sargent Hartford, Connecticut	$142M	-$3.55M	8	5.15%	Reduced