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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	Whittier Trust South Pasadena, California	$177M	-$2.04M	14	5.51%	Reduced
552	NSCM New South Capital Management Memphis, Tennessee	$175M	-$4.16M	2	4.68%	Reduced
553	Saturna Capital Bellingham, Washington	$175M	-$1.43M	5	5.1%	Reduced
554	MUFG Americas New York	$175M	+$12.4M	11	5.02%	Increased
555	Shelton Capital Management Denver, Colorado	$174M	+$3.24M	11	9.93%	Increased
556	Starboard Value New York	$174M	+$16.1M	1	4.46%	Increased
557	Brighton Jones LLC Seattle, Washington	$174M	-$9.53M	8	21.35%	Reduced
558	Crossmark Global Holdings Houston, Texas	$174M	-$6.19M	21	4.41%	Reduced
559	RIM Redpoint Investment Management Sydney, NSW, Australia	$174M	-$3.29M	10	8.77%	Reduced
560	RE RBC Europe London, United Kingdom	$172M	-$3.51M	24	19.13%	Reduced
561	Menora Mivtachim Holdings Ramat Gan, Israel	$172M	+$38.5M	4	4.66%	Increased
562	EC EMS Capital New York	$171M	+$30.6M	2	12.78%	Increased
563	TGA Trilogy Global Advisors Winter Park, Florida	$170M	-$7.93M	2	18.95%	Reduced
564	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$170M	+$104M	5	63.85%	Increased
565	ICP Indus Capital Partners New York	$168M	+$7.74M	5	21.38%	Increased
566	Birch Hill Investment Advisors Boston, Massachusetts	$167M	-$12M	6	12.2%	Reduced
567	Frontier Capital Management Boston, Massachusetts	$167M	-$75.6M	3	1.07%	Reduced
568	Central Trust Company Jefferson City, Missouri	$167M	-$75K	12	9.68%	Reduced
569	TCM Twin Capital Management Mcmurray, Pennsylvania	$166M	+$12.9M	8	7.63%	Increased
570	OA Oak Associates Akron, Ohio	$166M	-$16.6M	4	10.15%	Reduced
571	MC Montag & Caldwell Atlanta, Georgia	$165M	-$25.8M	2	6.45%	Reduced
572	Great Lakes Advisors Chicago, Illinois	$165M	+$17.3M	13	3.64%	Increased
573	Clifford Swan Investment Counsel Pasadena, California	$165M	+$2.63M	6	8.56%	Increased
574	Steward Partners Investment Advisory New York	$164M	+$8.62M	41	7.81%	Increased
575	Peregrine Capital Management Minneapolis, Minnesota	$164M	-$10M	7	3.88%	Reduced