← All themes

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	Gofen & Glossberg Chicago, Illinois	$324M	+$1.42M	12	7.59%	Increased
577	Elo Mutual Pension Insurance Espoo, Finland	$323M	+$4.08M	12	10.37%	Increased
578	Westwood Holdings Group Dallas, Texas	$322M	-$17.4M	7	3.5%	Reduced
579	Bahl & Gaynor Cincinnati, Ohio	$319M	+$30.5M	8	1.96%	Increased
580	Quadrature Capital London, United Kingdom	$318M	+$87.9M	23	11.56%	Increased
581	Barings Charlotte, North Carolina	$317M	-$50.3M	12	7.23%	Reduced
582	Synovus Financial Columbus, Georgia	$317M	-$12M	15	3.35%	Reduced
583	DVC Deer VII & Co Larchmont, New York	$317M	$0	1	100%	Maintained
584	WMIG White Mountains Insurance Group Hanover, New Hampshire	$316M	$0	1	100%	Maintained
585	Montrusco Bolton Investments Montreal, Quebec, Canada	$314M	+$25.6M	3	8.55%	Increased
586	Stephens Inc Little Rock, Arkansas	$314M	-$4.72M	25	4.86%	Reduced
587	OCBV Ownership Capital B.V. Amsterdam, Netherlands	$313M	+$10M	1	3.55%	Increased
588	YCM Yiheng Capital Management San Francisco, California	$313M	+$155M	5	15.42%	Increased
589	ANI American National Insurance Galveston, Texas	$313M	-$274K	10	11.74%	Reduced
590	Bradley Foster & Sargent Hartford, Connecticut	$312M	-$2.29M	11	7.32%	Reduced
591	Leonteq Securities AG Zurich, Switzerland	$311M	+$157M	41	13.28%	Increased
592	Walleye Trading New York	$310M	+$116M	36	1.11%	Increased
593	PWAM Park West Asset Management San Francisco, California	$309M	+$5.76M	3	7.34%	Increased
594	Janney Montgomery Scott Philadelphia, Pennsylvania	$309M	+$10.9M	31	1.32%	Increased
595	Alphinity Investment Management Sydney, Australia	$308M	+$202M	2	11.48%	Increased
596	WI Wafra Inc New York	$308M	+$20.6M	3	11.28%	Increased
597	Prudential plc London, England, United Kingdom	$308M	-$183M	18	4.3%	Reduced
598	MVG Madrona Venture Group Seattle, Washington	$306M	+$338M	1	40.69%	New
599	Country Trust Bank Bloomington, Illinois	$306M	+$4.09M	11	8.97%	Increased
600	Meitav Investment House Bene-Beraq, Israel	$304M	+$85.3M	18	4.98%	Increased