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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	Washington Trust Westerly, Rhode Island	$181M	+$18.3M	9	9.67%	Increased
552	BOK Financial Tulsa, Oklahoma	$181M	+$4.66M	12	4.35%	Increased
553	MC Martin Currie Edinburgh, United Kingdom	$180M	-$626K	6	11.53%	Reduced
554	Pzena Investment Management New York	$179M	-$82.8M	2	0.98%	Reduced
555	BG Bollard Group Boston, Massachusetts	$179M	-$12K	7	6.28%	Reduced
556	Bartlett & Co Cincinnati, Ohio	$178M	+$67.1M	13	4.69%	Increased
557	Bartlett & Co Wealth Management Cincinnati, Ohio	$178M	+$67.1M	13	4.68%	Increased
558	Todd Asset Management Louisville, Kentucky	$177M	+$20M	9	4.85%	Increased
559	MML Investors Services Springfield, Massachusetts	$177M	-$42.4M	20	2.85%	Reduced
560	AA Ancient Art Austin, Texas	$176M	+$33.4M	6	29.21%	Increased
561	Laurion Capital Management New York	$174M	+$139M	21	1.3%	Increased
562	Royce & Associates New York	$174M	+$14.3M	20	1.61%	Increased
563	AIM AIA Investment Management Singapore	$174M	-$1.53M	15	47.56%	Reduced
564	SC Serenity Capital Palo Alto, California	$174M	+$74.8M	2	40.08%	Increased
565	Capital Wealth Planning Naples, Florida	$172M	+$28.2M	5	10.93%	Increased
566	CG Cutler Group San Francisco, California	$172M	+$63M	42	15.72%	Increased
567	RE RBC Europe London, United Kingdom	$172M	+$4.55M	27	17%	Increased
568	CIP CAS Investment Partners Westport, Connecticut	$172M	+$4.99M	1	37.97%	Increased
569	Allstate Corporation Northbrook, Illinois	$172M	+$7.52M	7	2.96%	Increased
570	MNBTD Moody National Bank Trust Division Galveston, Texas	$172M	+$50.4K	8	4.82%	Increased
571	Intermede Investment Partners London, United Kingdom	$172M	-$2.02M	2	9.52%	Reduced
572	ANI American National Insurance Galveston, Texas	$171M	$0	8	9.11%	Maintained
573	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$171M	-$2.88M	2	5.63%	Reduced
574	PC Pelham Capital London, United Kingdom	$170M	+$41.8M	3	19.09%	Increased
575	MUFG Americas New York	$169M	-$283K	11	4.71%	Reduced