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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	Thompson Siegel & Walmsley Richmond, Virginia	$176M	+$20.6M	11	4.2%	Increased
577	ANI American National Insurance Galveston, Texas	$176M	-$4.62M	9	11.36%	Reduced
578	WCM Woodson Capital Management Greenwich, Connecticut	$176M	+$144M	6	24.98%	Increased
579	Crossmark Global Holdings Houston, Texas	$174M	+$15.4M	23	6.24%	Increased
580	Pacer Advisors Malvern, Pennsylvania	$172M	+$142M	12	3.46%	Increased
581	AE Wealth Management Topeka, Kansas	$171M	+$16.6M	14	3.92%	Increased
582	Voloridge Investment Management Jupiter, Florida	$170M	-$59.6M	29	4.9%	Reduced
583	GTP Global Thematic Partners New York	$170M	-$38.5M	9	13.67%	Reduced
584	AKO Capital London, United Kingdom	$170M	+$197M	1	3.58%	New
585	RIM Redpoint Investment Management Sydney, NSW, Australia	$168M	-$6.62M	14	10.52%	Reduced
586	Peregrine Capital Management Minneapolis, Minnesota	$168M	+$35.1M	9	6.03%	Increased
587	Stephens Inc Little Rock, Arkansas	$168M	-$5.6M	16	4.46%	Reduced
588	FCI Financial Counselors Inc Overland Park, Kansas	$167M	+$12.1M	12	7.41%	Increased
589	Profund Advisors Bethesda, Maryland	$167M	-$60.1M	19	12.53%	Reduced
590	6CM 683 Capital Management New York	$166M	+$85.9M	10	19.52%	Increased
591	Todd Asset Management Louisville, Kentucky	$166M	-$19.7M	9	6.36%	Reduced
592	Columbus Hill Capital Management Short Hills, New Jersey	$166M	-$79.3M	5	31.77%	Reduced
593	AA Ancient Art Austin, Texas	$166M	+$2.93M	6	26.76%	Increased
594	CAM Contour Asset Management New York	$165M	+$48.8M	6	10.83%	Increased
595	Majedie Asset Management London, United Kingdom	$165M	+$57.6M	5	15.3%	Increased
596	Construction & Building Unions Superannuation Fund Melbourne, Australia	$165M	-$38M	6	19.01%	Reduced
597	GPCM Greenbrier Partners Capital Management Dallas, Texas	$165M	$0	2	29.66%	Maintained
598	Hancock Whitney Gulfport, Mississippi	$165M	+$51.1M	12	6.47%	Increased
599	ACM Atlanta Capital Management Atlanta, Georgia	$165M	+$2.54M	1	0.86%	Increased
600	Snyder Capital Management San Francisco, California	$164M	-$10.8M	3	9.36%	Reduced