← All themes

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	SAM Sentinel Asset Management Montpelier, Vermont	$78.7M	-$11.3M	3	1.52%	Reduced
577	Janney Montgomery Scott Philadelphia, Pennsylvania	$78M	-$1.85M	8	2.06%	Reduced
578	Kentucky Retirement Systems Frankfort, Kentucky	$77.9M	-$938K	7	5.71%	Reduced
579	DRW Securities Chicago, Illinois	$77.3M	+$64.8M	4	3.3%	Increased
580	Avalon Investment & Advisory Houston, Texas	$77M	+$26.3M	4	4.31%	Increased
581	Rockefeller Financial Services New York	$76.7M	-$6.68M	3	1.66%	Reduced
582	KDA KPCB DGF Associates Menlo Park, California	$76.6M	+$67.2M	1	5.84%	New
583	PTC Provident Trust Company Waukesha, Wisconsin	$75.7M	+$72.6M	1	4.4%	New
584	FAM Foxhaven Asset Management Charlottesville, Virginia	$75.6M	+$70.7M	3	35.45%	New
585	Birch Hill Investment Advisors Boston, Massachusetts	$74.8M	+$3.3M	6	7.99%	Increased
586	SAM Steinberg Asset Management New York	$74.1M	-$12.5M	2	4.23%	Reduced
587	NAM NorthCoast Asset Management Greenwich, Connecticut	$73.9M	+$29.3M	2	4.66%	Increased
588	CCP Clough Capital Partners Boston, Massachusetts	$73.4M	-$70.3M	3	2.42%	Reduced
589	SAM Scopus Asset Management New York	$73.3M	+$16.1M	5	1.7%	Increased
590	Granahan Investment Management Waltham, Massachusetts	$73.2M	-$38.4M	4	1.88%	Reduced
591	CIA CCM Investment Advisers Columbia, South Carolina	$72.2M	-$2.86M	2	6.75%	Reduced
592	PRCM Pine River Capital Management Minnetonka, Minnesota	$72M	-$15.5M	4	0.88%	Reduced
593	Scotia Capital Toronto, Ontario, Canada	$71.9M	-$17.2M	6	1.71%	Reduced
594	Davidson Kempner Capital Management New York	$71.9M	+$47.2M	2	2.59%	Increased
595	LSV Asset Management Chicago, Illinois	$71.7M	+$6.37M	5	0.17%	Increased
596	GW&K Investment Management Boston, Massachusetts	$71.1M	-$8.34M	3	1.94%	Reduced
597	Wilmington Savings Fund Society Wilmington, Delaware	$71M	+$7.75M	7	3.99%	Increased
598	BM Bridger Management New York	$70.9M	-$23.6M	1	4.96%	Reduced
599	Tokio Marine Asset Management Tokyo, Japan	$70.5M	-$12.1M	8	4.38%	Reduced
600	BOK Financial Tulsa, Oklahoma	$70.5M	+$5.93M	9	2.36%	Increased