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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	IAM Impax Asset Management Portsmouth, New Hampshire	$93.4M	-$13.6M	4	5%	Reduced
577	DC Deere & Company Moline, Illinois	$93.2M	+$13.9M	9	4.93%	Increased
578	Adams Diversified Equity Fund Baltimore, Maryland	$93M	$0	2	6.48%	Maintained
579	CC Carlson Capital Dallas, Texas	$92.2M	+$29.4M	2	1.11%	Increased
580	Castleark Management Chicago, Illinois	$92.2M	+$8.53M	5	2.88%	Increased
581	AIM Assured Investment Management New York	$92M	+$11.8M	7	2.02%	Increased
582	Todd Asset Management Louisville, Kentucky	$91M	-$1.1M	4	2.71%	Reduced
583	Dragoneer Investment Group San Francisco, California	$90.9M	-$7.62M	2	28.62%	Reduced
584	TI Think Investments San Francisco, California	$90.6M	-$23.7M	2	36.52%	Reduced
585	Parallax Volatility Advisers San Francisco, California	$90.5M	-$106M	17	0.2%	Reduced
586	PEAK6 Group Chicago, Illinois	$90.4M	+$56.8M	16	0.73%	Increased
587	RHBC R.H. Bluestein & Co Birmingham, Michigan	$90.4M	-$23.6M	4	6.53%	Reduced
588	Davenport & Co Richmond, Virginia	$89.5M	-$28.4M	8	1.4%	Reduced
589	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$89.4M	+$29.8M	7	4.08%	Increased
590	PineBridge Investments New York	$88.5M	-$52.8M	18	4.54%	Reduced
591	MFM Marianas Fund Management New York	$88.4M	+$56.7M	3	15.21%	Increased
592	Chilton Investment Company Stamford, Connecticut	$88.1M	+$9.96M	5	3.24%	Increased
593	LT Lindsell Train London, United Kingdom	$87.5M	+$7.68M	1	5.18%	Increased
594	Ferguson Wellman Capital Management Portland, Oregon	$87.5M	+$183K	4	3.72%	Increased
595	HT HAP Trading New York	$87.1M	+$29.4M	6	6.35%	Increased
596	THSP Taube Hodson Stonex Partners London, United Kingdom	$87M	-$6.51M	3	16.81%	Reduced
597	ANI American National Insurance Galveston, Texas	$86.9M	+$3.55M	6	5.17%	Increased
598	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$86.8M	+$10.8M	12	3.61%	Increased
599	Seizert Capital Partners Birmingham, Michigan	$86.6M	+$39.7M	3	2.95%	Increased
600	FAM Foxhaven Asset Management Charlottesville, Virginia	$86.5M	-$48.6M	1	9.7%	Reduced