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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	Gofen & Glossberg Chicago, Illinois	$370M	-$11.8M	12	7.99%	Reduced
552	Bradley Foster & Sargent Hartford, Connecticut	$370M	+$11.4M	9	7.67%	Increased
553	Achmea Investment Management Zeist, Netherlands	$370M	+$266M	9	17.58%	Increased
554	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$370M	+$13.7M	2	57.6%	Increased
555	HCM Hitchwood Capital Management New York	$369M	-$286M	8	12.49%	Reduced
556	Clifford Swan Investment Counsel Pasadena, California	$368M	-$1.05M	7	12.9%	Reduced
557	Shelton Capital Management Denver, Colorado	$368M	+$692K	16	13.03%	Increased
558	FG Foundry Group Boulder, Colorado	$366M	+$403M	2	81.34%	New
559	Martingale Asset Management Boston, Massachusetts	$364M	-$25.8M	13	4.66%	Reduced
560	Prudential plc London, England, United Kingdom	$362M	+$127M	16	4.96%	Increased
561	Fiera Capital (Canada) Montreal, Quebec, Canada	$362M	-$70.8M	16	0.85%	Reduced
562	Bridges Investment Management Omaha, Nebraska	$362M	-$7.46M	6	10.58%	Reduced
563	HRT Financial New York	$361M	+$72M	56	2.08%	Increased
564	Border to Coast Pensions Partnership Leeds, United Kingdom	$359M	$0	3	12.1%	Maintained
565	MVIP Mar Vista Investment Partners Los Angeles, California	$356M	-$82.8M	2	9.62%	Reduced
566	OCBV Ownership Capital B.V. Amsterdam, Netherlands	$354M	+$70.5M	1	3.83%	Increased
567	Westwood Holdings Group Dallas, Texas	$352M	+$14.7M	7	3.16%	Increased
568	Crestwood Advisors Group Boston, Massachusetts	$349M	-$8.05M	7	9.05%	Reduced
569	CF Cypress Funds Los Angeles, California	$342M	-$32.6M	3	28.04%	Reduced
570	Stephens Inc Little Rock, Arkansas	$342M	-$5.84M	24	5.18%	Reduced
571	Banco Santander Madrid, Spain	$341M	-$101M	18	1.84%	Reduced
572	Wealthfront Advisers Palo Alto, California	$339M	+$22.1M	13	1.43%	Increased
573	Pinnacle Associates New York	$335M	+$6.91M	23	5.78%	Increased
574	N Naspers South Africa	$335M	+$410M	1	18.98%	New
575	CM Conifer Management New York	$334M	+$51.8M	2	23.41%	Increased