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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	Brighton Jones LLC Seattle, Washington	$169M	+$16.5M	9	19.69%	Increased
577	Clifford Swan Investment Counsel Pasadena, California	$168M	-$2.36M	7	8.72%	Reduced
578	Welch & Forbes Boston, Massachusetts	$168M	+$497K	8	4.01%	Increased
579	Saturna Capital Bellingham, Washington	$168M	-$2.07M	8	4.87%	Reduced
580	People's United Financial Bridgeport, Connecticut	$167M	-$10.6M	12	4.74%	Reduced
581	CCI Columbus Circle Investors	$167M	-$122M	8	6.12%	Reduced
582	Voleon Capital Management Berkeley, California	$167M	-$55.5M	6	12.84%	Reduced
583	VIP Vantage Investment Partners Kansas City, Missouri	$165M	+$11.9M	6	17.17%	Increased
584	D.A. Davidson & Co Great Falls, Montana	$165M	+$2.38M	21	2.96%	Increased
585	TLA Tree Line Advisors Central, Hong Kong	$165M	+$51.6M	3	71.82%	Increased
586	VP Vitruvian Partners London, United Kingdom	$165M	$0	1	77.24%	Maintained
587	Central Trust Company Jefferson City, Missouri	$164M	+$360K	16	9.24%	Increased
588	Stephens Inc Little Rock, Arkansas	$164M	+$1.07M	20	3.61%	Increased
589	Bahl & Gaynor Cincinnati, Ohio	$163M	-$25.4M	7	1.18%	Reduced
590	Veritas Asset Management London, United Kingdom	$163M	+$14.7M	1	1.59%	Increased
591	Letko, Brosseau & Associates Montreal, Quebec, Canada	$163M	-$7.17M	4	1.66%	Reduced
592	SCM Shapiro Capital Management Atlanta, Georgia	$163M	-$16.8M	2	3.78%	Reduced
593	RIM Redpoint Investment Management Sydney, NSW, Australia	$162M	-$1.17M	13	8.57%	Reduced
594	GHCM Glen Harbor Capital Management San Diego, California	$162M	+$15.5M	23	3.35%	Increased
595	ZP Zimmer Partners New York	$161M	-$6.9M	1	1.76%	Reduced
596	TCG Tremblant Capital Group West Palm Beach, Florida	$161M	+$43.5M	2	9.28%	Increased
597	IC Immersion Capital London, United Kingdom	$161M	+$6.81M	3	25.47%	Increased
598	UH Unigestion Holding Geneva, Switzerland	$161M	-$52.9M	6	4.45%	Reduced
599	ICP Indus Capital Partners New York	$161M	+$12.1M	6	26.76%	Increased
600	WAM World Asset Management Detroit, Michigan	$160M	+$600K	21	7.74%	Increased