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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	BG Bollard Group Boston, Massachusetts	$189M	+$935K	7	8.38%	Increased
552	DCP Darsana Capital Partners New York	$188M	+$24.7M	1	8.91%	Increased
553	Blackhill Capital Morristown, New Jersey	$188M	-$1.92M	3	39.23%	Reduced
554	BOK Financial Tulsa, Oklahoma	$188M	+$277K	10	5.41%	Increased
555	TimesSquare Capital Management New York	$188M	-$48.1M	8	2.24%	Reduced
556	Mercer Global Advisors Denver, Colorado	$187M	+$16M	13	4.11%	Increased
557	NA Newport Asia San Francisco, California	$187M	-$25.6M	1	53.68%	Reduced
558	Hotchkis & Wiley Capital Management Los Angeles, California	$187M	+$32.7M	3	1.05%	Increased
559	OC Oakmont Corp Los Angeles, California	$187M	-$396K	5	34.42%	Reduced
560	MNBTD Moody National Bank Trust Division Galveston, Texas	$186M	-$3.64M	9	6.58%	Reduced
561	GH GAM Holding Zurich, Switzerland	$186M	-$868K	16	12.64%	Reduced
562	Gabelli Funds Rye, New York	$186M	-$1.83M	16	1.65%	Reduced
563	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$185M	-$744K	1	96.17%	Reduced
564	VM Valinor Management New York	$184M	-$36.2M	3	16.45%	Reduced
565	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$183M	+$20.5M	4	6.71%	Increased
566	MUFG Americas New York	$183M	+$6.26M	10	6.08%	Increased
567	E. Ohman J:or Asset Management Stockholm, Sweden	$182M	-$15.9M	19	13.37%	Reduced
568	EC EMS Capital New York	$182M	+$2.73M	2	18.89%	Increased
569	Central Trust Company Jefferson City, Missouri	$182M	+$241K	16	11.13%	Increased
570	Welch & Forbes Boston, Massachusetts	$182M	-$4.48M	8	5.07%	Reduced
571	Kovitz Investment Group Partners Chicago, Illinois	$181M	+$230K	8	6.55%	Increased
572	Bowen Hanes & Co Ponte Vedra Beach, Florida	$180M	+$50.2M	5	8.83%	Increased
573	Pinnacle Associates New York	$179M	-$5.48M	14	5.45%	Reduced
574	GIG Goodnow Investment Group Darien, Connecticut	$179M	+$24.4M	5	34.08%	Increased
575	Saturna Capital Bellingham, Washington	$179M	-$5.55M	6	5.79%	Reduced