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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	HT HAP Trading New York	$102M	+$80.6M	5	6.15%	Increased
577	Evercore Wealth Management New York	$101M	+$603K	9	4.58%	Increased
578	HighTower Advisors Chicago, Illinois	$101M	-$185M	9	1.62%	Reduced
579	LI LMCG Investments Boston, Massachusetts	$101M	-$1.45M	9	2.18%	Reduced
580	Becker Capital Management Portland, Oregon	$101M	+$2.96M	2	3.97%	Increased
581	CAM Capstone Asset Management Houston, Texas	$100M	+$985K	16	2.88%	Increased
582	Barings Charlotte, North Carolina	$99.9M	+$14M	12	3.02%	Increased
583	WCMNY Westchester Capital Management (New York) Valhalla, New York	$99.4M	+$34.4M	1	1.24%	Increased
584	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$99.3M	+$104M	1	2.58%	New
585	D.A. Davidson & Co Great Falls, Montana	$98.7M	-$6.51M	30	3.24%	Reduced
586	DC Deere & Company Moline, Illinois	$97.4M	-$2.78M	16	5.2%	Reduced
587	Driehaus Capital Management Chicago, Illinois	$97.3M	-$17.2M	12	3.37%	Reduced
588	Avalon Investment & Advisory Houston, Texas	$97M	+$8.92M	5	4.17%	Increased
589	JC Joho Capital New York	$95.9M	+$71.2M	3	22.36%	Increased
590	ZAM Zenit Asset Management Stockholm, Sweden	$95.8M	-$53.1M	3	14.79%	Reduced
591	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$95.5M	+$5.16M	8	1.27%	Increased
592	Welch & Forbes Boston, Massachusetts	$94.8M	+$512K	7	2.95%	Increased
593	Ferguson Wellman Capital Management Portland, Oregon	$94.7M	-$1.62M	4	3.91%	Reduced
594	Washington Trust Westerly, Rhode Island	$94.6M	+$14.4M	7	6.23%	Increased
595	SAM Sentinel Asset Management Montpelier, Vermont	$94.4M	+$411K	5	2.15%	Increased
596	Great Lakes Advisors Chicago, Illinois	$93.6M	+$14.3M	10	2.85%	Increased
597	Waverton Investment Management London, United Kingdom	$93.4M	-$5.41M	4	6.92%	Reduced
598	Fuller & Thaler Asset Management San Mateo, California	$93M	+$12.3M	12	2.63%	Increased
599	TCM Tekne Capital Management New York	$92.4M	-$9.35M	3	17.18%	Reduced
600	Conning Inc Hartford, Connecticut	$92M	+$7.78M	7	3.77%	Increased