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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
601	Perigon Wealth Management San Francisco, California	$470M	+$1.8M	18	7.4%	Increased
602	TCG Tremblant Capital Group West Palm Beach, Florida	$470M	-$84.6M	9	13.5%	Reduced
603	Badgley Phelps Wealth Managers Seattle, Washington	$470M	+$1.65M	10	8.23%	Increased
604	JWCA J.W. Cole Advisors Tampa, Florida	$469M	+$43.3M	16	8.04%	Increased
605	Chicago Capital Chicago, Illinois	$464M	+$10.3M	12	11.18%	Increased
606	Local Pensions Partnership Investment London, United Kingdom	$462M	-$30.1M	2	9.69%	Reduced
607	J. Safra Sarasin Holding	$460M	+$80.7M	21	6.6%	Increased
608	Rubric Capital Management (New York) New York	$457M	+$281M	3	4.19%	Increased
609	Harvest Portfolios Group Oakville, Ontario, Canada	$457M	+$52.8M	7	6.44%	Increased
610	Locust Wood Capital Advisers New York	$453M	-$74.9M	3	10.91%	Reduced
611	Parallel Advisors San Francisco, California	$451M	+$804K	75	6.87%	Increased
612	PAR Capital Management Boston, Massachusetts	$450M	+$67.7M	7	11.15%	Increased
613	Oppenheimer Asset Management New York	$449M	-$1.5M	26	4.67%	Reduced
614	Clal Insurance Tel-Aviv, Israel	$449M	+$137M	8	2.01%	Increased
615	GPCM Greenbrier Partners Capital Management Dallas, Texas	$448M	-$50.1M	3	33.59%	Reduced
616	Independent Advisor Alliance Charlotte, North Carolina	$447M	+$12.2M	19	10.47%	Increased
617	OpenArc Corporate Advisory Atlanta, Georgia	$444M	+$18M	13	5.28%	Increased
618	Benjamin Edwards Inc Clayton, Missouri	$444M	-$10.8M	17	4.05%	Reduced
619	MFAM Motley Fool Asset Management Alexandria, Virginia	$443M	+$69.1M	16	17.09%	Increased
620	Quadrature Capital London, United Kingdom	$442M	+$181M	37	3.78%	Increased
621	Nicholas Company Milwaukee, Wisconsin	$442M	-$11.1M	5	8.08%	Reduced
622	SteelPeak Wealth Woodland Hills, California	$440M	-$12.2M	11	11.4%	Reduced
623	Laird Norton Wetherby Trust Company Seattle, Washington	$439M	+$1.05M	28	8.44%	Increased
624	Edmond de Rothschild Holding Chambesy, Switzerland	$437M	+$55.8M	16	5.75%	Increased
625	Maryland State Retirement & Pension System Baltimore, Maryland	$436M	+$31M	25	7.46%	Increased