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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	WA WBH Advisory Baltimore, Maryland	$98.3M	+$160K	5	27.58%	Increased
577	FA Friess Associates Greenville, Delaware	$98.3M	-$22.3M	5	7.95%	Reduced
578	SAM Shell Asset Management The Hague, Netherlands	$97.6M	-$8.63M	9	1.7%	Reduced
579	TCM Tekne Capital Management New York	$97.5M	+$56.8M	3	15.74%	Increased
580	Cambridge Investment Research Advisors Fairfield, Iowa	$97.4M	+$7.81M	7	2.77%	Increased
581	DAC Dividend Assets Capital Ridgeland, South Carolina	$97.2M	+$1.51M	3	2.13%	Increased
582	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$95.7M	+$884K	9	1.29%	Increased
583	Ferguson Wellman Capital Management Portland, Oregon	$95.7M	+$2.61M	4	3.94%	Increased
584	Welch & Forbes Boston, Massachusetts	$95.1M	-$1.89M	7	2.86%	Reduced
585	Waverton Investment Management London, United Kingdom	$95M	+$6.19M	5	6.82%	Increased
586	SRIM Saratoga Research & Investment Management Saratoga, California	$94.2M	+$2.84M	2	8.79%	Increased
587	FAM Foxhaven Asset Management Charlottesville, Virginia	$93.4M	+$22.1M	4	11.13%	Increased
588	ORI Oak Ridge Investments Chicago, Illinois	$92.6M	-$3.9M	3	2.08%	Reduced
589	SAM Sentinel Asset Management Montpelier, Vermont	$91.9M	-$7.07M	5	2%	Reduced
590	GCM Gabalex Capital Management New York	$91.8M	+$3.58M	2	32.45%	Increased
591	SIG Senator Investment Group New York	$91.6M	+$99.3M	1	0.88%	New
592	Central Trust Company Jefferson City, Missouri	$91.5M	+$1.58M	10	7.37%	Increased
593	PHS PFM Health Sciences San Francisco, California	$90.7M	+$31.1M	3	2.5%	Increased
594	CI Global Investments Oakland, California	$90.5M	+$6.51M	4	1.94%	Increased
595	Highbridge Capital Management New York	$90.1M	+$34.7M	13	1.24%	Increased
596	TGCM Tukman Grossman Capital Management Larkspur, California	$90.1M	-$3.22M	1	4.56%	Reduced
597	Old National Bancorp Evansville, Indiana	$88.9M	-$3.79M	9	4.86%	Reduced
598	PTC Provident Trust Company Waukesha, Wisconsin	$88M	-$3.46M	2	5.11%	Reduced
599	Truist Financial Charlotte, North Carolina	$87.8M	-$5.31M	9	2.52%	Reduced
600	Braun Stacey Associates New York	$87.8M	+$5.34M	2	5.14%	Increased