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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
576	MG Meritage Group San Francisco, California	$520M	-$7.43M	2	20.05%	Reduced
577	Farther Finance Advisors San Francisco, California	$520M	+$29.2M	101	4.06%	Increased
578	Stratos Wealth Partners Beachwood, Ohio	$518M	+$5.32M	15	5.22%	Increased
579	Soros Fund Management New York	$518M	-$192M	7	6.36%	Reduced
580	Silvercrest Asset Management New York	$517M	+$26.4M	17	3.39%	Increased
581	NCM Nellore Capital Management Redwood City, California	$515M	+$38M	4	57.15%	Increased
582	Brinker Capital Investments Berwyn, Pennsylvania	$511M	+$10.2M	31	3.91%	Increased
583	CapitalatWork SA Auderghem,	$509M	+$79.9M	6	12.73%	Increased
584	Voyager Global Management New York	$506M	-$12.6M	1	13.94%	Reduced
585	TSW Three Seasons Wealth Salt Lake City, Utah	$502M	+$505M	6	45.72%	Increased
586	R.M. Davis Inc Portland, Maine	$502M	+$4.59M	5	7.91%	Increased
587	FOF Fenelon Opportunity Fund Dallas, Texas	$499M	+$428M	1	24.87%	New
588	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$494M	$0	1	79.62%	Maintained
589	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$490M	-$519M	7	18.43%	Reduced
590	Vaughan Nelson Investment Management Houston, Texas	$490M	-$26.4M	5	4.33%	Reduced
591	Sapient Capital Indianapolis, Indiana	$487M	+$5.34M	10	6.37%	Increased
592	F.L. Putnam Investment Management Lynnfield, Massachusetts	$485M	+$59.7M	8	5.78%	Increased
593	EFG International Zurich,	$485M	-$15.9M	27	8.87%	Reduced
594	KM Kora Management Brooklyn, New York	$479M	+$47.3M	5	56.78%	Increased
595	KL Knox Lane San Francisco, California	$478M	-$156M	1	100%	Reduced
596	Tocqueville Asset Management New York	$474M	+$6.87M	13	6.27%	Increased
597	Kentucky Retirement Systems Frankfort, Kentucky	$474M	+$412M	15	11.76%	Increased
598	Capital International Sarl Los Angeles, California	$474M	+$56.6M	14	6.71%	Increased
599	Meitav Investment House Bene-Beraq, Israel	$473M	+$47.8M	7	3.18%	Increased
600	RiverFront Investment Group Richmond, Virginia	$473M	-$18.5M	8	6.25%	Reduced