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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	5NCM 59 North Capital Management Houston, Texas	$419M	+$43.9M	2	15.08%	Increased
577	ACM Argent Capital Management St Louis, Missouri	$416M	-$7.1M	4	12.75%	Reduced
578	Marsico Capital Management Denver, Colorado	$416M	-$125M	5	14.29%	Reduced
579	Jericho Capital Asset Management New York	$410M	+$48.9M	1	7.46%	Increased
580	GGH GCM Grosvenor Holdings Chicago, Illinois	$410M	-$7.76M	2	63.41%	Reduced
581	Norinchukin Bank Tokyo, Japan	$408M	+$94.2M	14	7.5%	Increased
582	DJE Kapital 82049 Pullach, Germany	$407M	-$159M	11	12.05%	Reduced
583	J. Safra Sarasin Holding	$407M	+$2.3M	19	7.37%	Increased
584	Kentucky Retirement Systems Frankfort, Kentucky	$407M	-$1.67M	13	12.4%	Reduced
585	SPM Sycamore Partners Management New York	$405M	$0	1	100%	Maintained
586	Nicholas Company Milwaukee, Wisconsin	$405M	-$523K	7	7.01%	Reduced
587	Exchange Traded Concepts Oklahoma City, Oklahoma	$405M	+$47.4M	30	6.94%	Increased
588	PGGM Investments Zeist, Netherlands	$403M	+$19.6M	8	5.43%	Increased
589	Vident Advisory Alpharetta, Georgia	$398M	+$65M	44	5.81%	Increased
590	Advisors Capital Management Ridgewood, New Jersey	$397M	-$18.5M	11	6.14%	Reduced
591	WhitTier Trust Company Reno, Nevada	$396M	+$7.63M	29	10%	Increased
592	Impax Asset Management Group London, United Kingdom	$395M	+$192M	9	2.38%	Increased
593	IHG Insight Holdings Group New York	$395M	-$23M	3	30.58%	Reduced
594	Allworth Financial Folsom, California	$391M	+$23.5M	78	2.2%	Increased
595	CCM Cantillon Capital Management New York	$387M	+$91.1M	1	2.5%	Increased
596	Capital Wealth Planning Naples, Florida	$384M	+$367M	10	3.33%	Increased
597	Metis Global Partners San Diego, California	$383M	+$40.8M	21	10.77%	Increased
598	Kinetic Partners Management Miami, Florida	$379M	+$66.3M	6	27.19%	Increased
599	Yacktman Asset Management Austin, Texas	$379M	-$42.2M	3	4.98%	Reduced
600	Slate Path Capital New York	$378M	-$196M	3	6.84%	Reduced