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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	Adams Diversified Equity Fund Baltimore, Maryland	$159M	-$8.5M	4	8.49%	Reduced
552	Birch Hill Investment Advisors Boston, Massachusetts	$158M	-$611K	6	12.54%	Reduced
553	RP RBS Partners Bay Harbor Islands, Florida	$157M	-$2.05M	1	38.71%	Reduced
554	Crossmark Global Holdings Houston, Texas	$157M	-$8.6M	22	4.21%	Reduced
555	Brighton Jones LLC Seattle, Washington	$156M	+$639K	9	20.07%	Increased
556	UMB Bank Kansas City, Missouri	$156M	+$5.2M	6	4.95%	Increased
557	SC Serenity Capital Palo Alto, California	$155M	+$40.5M	2	34.13%	Increased
558	SL SOF Ltd George Town, Cayman Islands	$155M	$0	1	100%	Maintained
559	KCM Kensico Capital Management Greenwich, Connecticut	$155M	+$693K	1	2.52%	Increased
560	RIM Redpoint Investment Management Sydney, NSW, Australia	$154M	-$592K	10	8.4%	Reduced
561	Pacer Advisors Malvern, Pennsylvania	$154M	+$21.3M	16	6.98%	Increased
562	MFWM Motley Fool Wealth Management Alexandria, Virginia	$154M	-$2.8M	9	10.89%	Reduced
563	Fuller & Thaler Asset Management San Mateo, California	$154M	+$3.21M	11	1.67%	Increased
564	Pinnacle Associates New York	$153M	+$12.5M	13	3.15%	Increased
565	Squarepoint New York	$153M	+$74.4M	32	2.02%	Increased
566	PIA Piedmont Investment Advisors Durham, North Carolina	$153M	-$187M	39	7.35%	Reduced
567	Global X Management Company New York	$153M	+$14M	32	2.71%	Increased
568	GIG Goodnow Investment Group Darien, Connecticut	$152M	-$10.1M	5	24.23%	Reduced
569	Whittier Trust South Pasadena, California	$151M	-$743K	14	5%	Reduced
570	Mondrian Investment Partners London, United Kingdom	$151M	-$1.63M	2	4.42%	Reduced
571	AIM AIA Investment Management Singapore	$151M	-$226K	4	50.55%	Reduced
572	RE RBC Europe London, United Kingdom	$150M	-$350K	21	17.58%	Reduced
573	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$149M	+$42.8M	1	24.81%	Increased
574	VIP Vantage Investment Partners Kansas City, Missouri	$148M	+$50M	5	10.72%	Increased
575	SCM Steadfast Capital Management New York	$148M	+$83.9M	3	2.2%	Increased