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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	Lingotto Investment Management London, United Kingdom	$356M	-$46.1M	3	14.92%	Reduced
552	KCMH Kontiki Capital Management (HK) Hong Kong	$356M	+$5.79M	2	39.23%	Increased
553	Ancora Advisors Cleveland, Ohio	$355M	-$18M	21	8.06%	Reduced
554	Stephens Inc Little Rock, Arkansas	$353M	+$17.8M	15	5.47%	Increased
555	Waverton Investment Management London, United Kingdom	$352M	+$15.2M	4	7.31%	Increased
556	Advisors Capital Management Ridgewood, New Jersey	$349M	+$6.3M	8	6.39%	Increased
557	Crossmark Global Holdings Houston, Texas	$349M	-$22.7M	25	6.7%	Reduced
558	Tower Research Capital (TRC) New York	$347M	-$418M	133	8.36%	Reduced
559	Central Trust Company Jefferson City, Missouri	$346M	-$4.27M	17	8.62%	Reduced
560	TC TownSquare Capital Provo, Utah	$346M	+$33.4M	24	5.07%	Increased
561	Bradley Foster & Sargent Hartford, Connecticut	$346M	-$2.75M	7	6.24%	Reduced
562	SCM Steadfast Capital Management New York	$345M	-$236M	3	7.78%	Reduced
563	Mondrian Investment Partners London, United Kingdom	$344M	-$10.4M	5	4.73%	Reduced
564	Oppenheimer Asset Management New York	$343M	-$42.9M	23	5.03%	Reduced
565	Nicholas Company Milwaukee, Wisconsin	$339M	-$7.63M	5	5.6%	Reduced
566	Glenview Trust Louisville, Kentucky	$338M	+$2.92M	9	7.27%	Increased
567	BCP BSN Capital Partners London, United Kingdom	$336M	-$11.2M	1	24.94%	Reduced
568	Ethic Inc New York	$336M	+$24.3M	29	8.48%	Increased
569	KI Koch Industries Wichita, Kansas	$335M	$0	1	50.58%	Maintained
570	MGCM Mane Global Capital Management New York	$335M	+$163M	9	28.37%	Increased
571	ABN AMRO Bank Amsterdam, Netherlands	$334M	+$16.9M	8	5%	Increased
572	Catterton Management Company Greenwich, Connecticut	$334M	-$237M	2	4.4%	Reduced
573	Fundsmith LLP London, United Kingdom	$332M	+$57.4M	2	1.3%	Increased
574	Adams Diversified Equity Fund Baltimore, Maryland	$331M	-$5.94M	4	11.76%	Reduced
575	KM Kora Management Brooklyn, New York	$329M	+$8.34M	3	68.11%	Increased