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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	Edmond de Rothschild Holding Chambesy, Switzerland	$329M	-$12.6M	16	5.48%	Reduced
577	Select Equity Group New York	$328M	-$201M	4	1.16%	Reduced
578	Oversea-Chinese Banking Corp (OCBC) Singapore	$326M	+$45.7M	16	9.74%	Increased
579	Groupama Asset Management Paris, France	$326M	-$94.2M	10	5.94%	Reduced
580	SCM Silvant Capital Management Atlanta, Georgia	$323M	-$7.74M	10	15.42%	Reduced
581	BIM Barton Investment Management West Conshohocken, Pennsylvania	$322M	-$2.26M	5	39.1%	Reduced
582	Kestra Private Wealth Services Austin, Texas	$320M	-$1.03M	15	7.22%	Reduced
583	BCM Brown Capital Management Baltimore, Maryland	$320M	+$47.5M	10	5.66%	Increased
584	Ruffer LLP London, United Kingdom	$320M	-$43.5M	2	12.31%	Reduced
585	OCM OLP Capital Management Causeway Bay, Hong Kong	$319M	-$44.4M	2	51.19%	Reduced
586	NewEdge Wealth Pittsburgh, Pennsylvania	$319M	+$53.6M	19	7.15%	Increased
587	ACM Anomaly Capital Management New York	$314M	+$18.7M	2	11.07%	Increased
588	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$313M	-$14.1M	12	11.06%	Reduced
589	NCM Nellore Capital Management Redwood City, California	$313M	+$46.7M	5	48.29%	Increased
590	CIM Contrarius Investment Management St. Helier, Jersey	$312M	-$48.2M	8	18.04%	Reduced
591	Stratos Wealth Partners Beachwood, Ohio	$312M	+$6.11M	19	5.16%	Increased
592	SEP Soma Equity Partners San Francisco, California	$311M	-$63.3M	2	18.22%	Reduced
593	SC Sylebra Capital Palo Alto, California	$310M	+$42.2M	8	10.3%	Increased
594	Samlyn Capital New York	$308M	+$86.4M	4	5.17%	Increased
595	Clifford Swan Investment Counsel Pasadena, California	$308M	-$7.25M	7	11.43%	Reduced
596	Prime Capital Investment Advisors Overland Park, Kansas	$307M	-$9.05M	13	4.29%	Reduced
597	BOK Financial Tulsa, Oklahoma	$307M	+$5.4M	23	5.59%	Increased
598	Brinker Capital Investments Berwyn, Pennsylvania	$304M	-$2.88M	21	3.25%	Reduced
599	Orion Portfolio Solutions Omaha, Nebraska	$304M	-$2.88M	21	3.25%	Reduced
600	Country Trust Bank Bloomington, Illinois	$303M	-$5.3M	6	7.86%	Reduced