← 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	Martingale Asset Management Boston, Massachusetts	$139M	-$53.4M	12	1.83%	Reduced
552	BOK Financial Tulsa, Oklahoma	$138M	-$2.88M	9	3.95%	Reduced
553	Washington Trust Westerly, Rhode Island	$138M	-$2.51M	7	8.77%	Reduced
554	MUFG Americas New York	$137M	+$7.39M	8	4.33%	Increased
555	New Mexico Educational Retirement Board Santa Fe, New Mexico	$137M	-$8.81M	13	6.52%	Reduced
556	Shelton Capital Management Denver, Colorado	$137M	+$10.9M	10	9.29%	Increased
557	TC Tairen Capital Hong Kong	$136M	+$63.4M	5	49.54%	Increased
558	Steward Partners Investment Advisory New York	$136M	+$15.6M	10	6.62%	Increased
559	MVP Miller Value Partners Sarasota, Florida	$135M	-$32.5M	3	6.12%	Reduced
560	General Atlantic New York	$135M	-$43.7M	2	13.21%	Reduced
561	Artemis Investment Management Edinburgh, United Kingdom	$135M	-$183M	5	1.76%	Reduced
562	Foresters Investment Management New York	$134M	-$13.3M	7	2.54%	Reduced
563	CEP Chicago Equity Partners Chicago, Illinois	$134M	-$46.2M	10	5.41%	Reduced
564	ESCM Echo Street Capital Management New York	$134M	+$4.62M	5	3.38%	Increased
565	Whittier Trust South Pasadena, California	$134M	+$2.42M	16	4.61%	Increased
566	Royce & Associates New York	$134M	-$21.7M	14	1.2%	Reduced
567	HAM HHR Asset Management Berkeley Heights, New Jersey	$134M	-$26.5M	4	10.13%	Reduced
568	CP Coho Partners Berwyn, Pennsylvania	$134M	+$5.44M	2	3.38%	Increased
569	D.A. Davidson & Co Great Falls, Montana	$133M	+$13.7M	23	2.6%	Increased
570	Adams Diversified Equity Fund Baltimore, Maryland	$133M	-$12.4M	4	8.2%	Reduced
571	Rothschild & Co Asset Management US Stamford, Connecticut	$133M	-$30.9M	5	1.6%	Reduced
572	RIM Redpoint Investment Management Sydney, NSW, Australia	$132M	+$1.76M	9	7.72%	Increased
573	Brighton Jones LLC Seattle, Washington	$132M	+$2.88M	7	19.03%	Increased
574	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$131M	+$15.8M	15	2.38%	Increased
575	CLC Charles-Lim Capital Central, Hong Kong	$130M	-$60.5M	1	38.14%	Reduced