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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	WAM World Asset Management Detroit, Michigan	$163M	-$6.27M	22	7.69%	Reduced
577	LCM Logan Capital Management Newtown Square, Pennsylvania	$163M	-$1.55M	8	10.7%	Reduced
578	D.A. Davidson & Co Great Falls, Montana	$163M	+$4.23M	26	2.9%	Increased
579	CCM Cantillon Capital Management New York	$163M	-$12M	1	1.83%	Reduced
580	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$163M	+$843K	15	2.58%	Increased
581	CP Coho Partners Berwyn, Pennsylvania	$163M	-$3.76M	2	3.86%	Reduced
582	Welch & Forbes Boston, Massachusetts	$162M	-$1.28M	9	3.86%	Reduced
583	Avalon Investment & Advisory Houston, Texas	$161M	-$824K	7	4.52%	Reduced
584	GPCM Greenbrier Partners Capital Management Dallas, Texas	$160M	$0	2	26.96%	Maintained
585	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$159M	-$185M	1	10.18%	Reduced
586	SH SeaTown Holdings Singapore	$158M	+$31M	4	23.79%	Increased
587	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$158M	+$73.5M	6	4.86%	Increased
588	Chicago Capital Chicago, Illinois	$157M	-$6.29M	10	10.88%	Reduced
589	Stephens Inc Little Rock, Arkansas	$157M	+$42.8M	17	3.91%	Increased
590	Bradley Foster & Sargent Hartford, Connecticut	$156M	-$18.3M	7	5.31%	Reduced
591	PCM Palestra Capital Management New York	$156M	+$63.4M	1	7.23%	Increased
592	Flossbach Von Storch Cologne, Germany	$155M	+$25.7M	6	1.42%	Increased
593	Synovus Financial Columbus, Georgia	$155M	-$5.45M	21	2.45%	Reduced
594	Credit Agricole Montrouge Cedex, France	$155M	+$17.8M	10	7.43%	Increased
595	KCM Kensico Capital Management Greenwich, Connecticut	$155M	+$14.8M	1	2.54%	Increased
596	Pinnacle Associates New York	$155M	-$15M	11	3.21%	Reduced
597	ESCM Echo Street Capital Management New York	$155M	+$110M	5	3.43%	Increased
598	Varma Mutual Pension Insurance Co Helsinki, Finland	$155M	$0	2	4.52%	Maintained
599	ACM Argent Capital Management St Louis, Missouri	$155M	+$30.6M	4	5.3%	Increased
600	Winton Group London, United Kingdom	$153M	+$42.4M	22	3.21%	Increased