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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	OA Oak Associates Akron, Ohio	$130M	+$6.18M	4	9.15%	Increased
577	Clifford Swan Investment Counsel Pasadena, California	$129M	+$1.12M	7	7.82%	Increased
578	FFM Fullerton Fund Management Singapore	$129M	+$28M	7	73.1%	Increased
579	Marshall Wace London, United Kingdom	$128M	-$74.4M	28	1.31%	Reduced
580	WA WFM Asia Road Town, Tortola, British Virgin Islands	$128M	-$38.5M	2	22.35%	Reduced
581	RE RBC Europe London, United Kingdom	$127M	-$421K	23	16.62%	Reduced
582	Central Trust Company Jefferson City, Missouri	$127M	+$3.74M	16	8.44%	Increased
583	SLC Snow Lake Capital Central, Hong Kong	$126M	+$150M	1	27.84%	New
584	WP Wedgewood Partners St Louis, Missouri	$126M	-$15.9M	1	8.37%	Reduced
585	PointState Capital New York	$126M	-$159M	3	5.02%	Reduced
586	Becker Capital Management Portland, Oregon	$126M	+$9.34M	2	4.92%	Increased
587	PCM Palestra Capital Management New York	$126M	-$26M	1	6.04%	Reduced
588	Saturna Capital Bellingham, Washington	$126M	+$9.7K	5	4.24%	Increased
589	MFWM Motley Fool Wealth Management Alexandria, Virginia	$126M	-$7.44M	9	9.58%	Reduced
590	Conning Inc Hartford, Connecticut	$125M	-$3.08M	10	4.26%	Reduced
591	Edmond de Rothschild Holding Chambesy, Switzerland	$125M	+$3.85M	19	4.37%	Increased
592	Capital Fund Management (CFM) Paris, France	$125M	-$76.9M	15	1.1%	Reduced
593	Welch & Forbes Boston, Massachusetts	$124M	+$5.99M	8	3.51%	Increased
594	SCM Steadfast Capital Management New York	$124M	-$53.1M	3	2.21%	Reduced
595	Birch Hill Investment Advisors Boston, Massachusetts	$124M	-$4.04M	6	10.82%	Reduced
596	CCM Cantillon Capital Management New York	$124M	+$942K	1	1.5%	Increased
597	TGA Trilogy Global Advisors Winter Park, Florida	$124M	-$16M	2	17.42%	Reduced
598	Castleark Management Chicago, Illinois	$124M	-$19.9M	9	5.28%	Reduced
599	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$124M	+$7.8M	1	4.56%	Increased
600	Great Lakes Advisors Chicago, Illinois	$124M	+$1.71M	11	2.93%	Increased