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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	Starboard Value New York	$464M	-$41.2M	3	8.05%	Reduced
552	HB Wealth Management Atlanta, Georgia	$462M	-$48.4M	20	3.67%	Reduced
553	Pinnacle Associates New York	$461M	-$11.6M	19	6.68%	Reduced
554	GGH GCM Grosvenor Holdings Chicago, Illinois	$461M	-$4.52M	2	66.05%	Reduced
555	Schonfeld Strategic Advisors New York	$460M	-$60.3M	48	3.13%	Reduced
556	Kestra Private Wealth Services Austin, Texas	$460M	+$13.1M	20	6.61%	Increased
557	Oppenheimer Asset Management New York	$460M	-$41.8M	28	5.27%	Reduced
558	Brinker Capital Investments Berwyn, Pennsylvania	$456M	+$6.06M	31	3.89%	Increased
559	Stephens Inc Little Rock, Arkansas	$455M	+$14.4M	15	6.25%	Increased
560	Union Bancaire Privee Geneva 1, Switzerland	$455M	-$33.3M	16	6.6%	Reduced
561	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$454M	-$15.2M	11	6.42%	Reduced
562	Tocqueville Asset Management New York	$453M	-$42M	12	6.89%	Reduced
563	Freestone Grove Partners San Francisco, California	$450M	+$157M	12	3.4%	Increased
564	Samlyn Capital New York	$448M	-$76.7M	6	6.16%	Reduced
565	Glenview Trust Louisville, Kentucky	$446M	+$5.47M	8	7.72%	Increased
566	GPCM Greenbrier Partners Capital Management Dallas, Texas	$442M	+$1.85M	3	32.42%	Increased
567	ABN AMRO Investment Solutions Paris Cedex 008,	$442M	-$22.6M	25	8.84%	Reduced
568	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$441M	-$281M	9	3.54%	Reduced
569	Raiffeisen Bank International Vienna, Austria	$440M	-$21.1M	19	6.53%	Reduced
570	Madison Asset Management Madison, Wisconsin	$439M	-$8.27M	9	4.75%	Reduced
571	Select Equity Group New York	$439M	+$110M	5	1.84%	Increased
572	SRS Investment Management New York	$435M	+$4.46M	2	4.51%	Increased
573	Picton Mahoney Asset Management Toronto, Ontario, Canada	$434M	+$168M	24	4.46%	Increased
574	Atreides Management Boston, Massachusetts	$432M	+$125M	6	12%	Increased
575	Crake Asset Management London, United Kingdom	$431M	+$268M	3	22.75%	Increased