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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	PTC Provident Trust Company Waukesha, Wisconsin	$72.5M	+$171K	2	4.12%	Increased
602	BOK Financial Tulsa, Oklahoma	$72.2M	-$1.08M	8	2.32%	Reduced
603	CAM Capstone Asset Management Houston, Texas	$71.9M	-$16.2M	15	2.3%	Reduced
604	Fiduciary Trust Boston, Massachusetts	$71.4M	-$2.13M	6	3.05%	Reduced
605	SRIM Saratoga Research & Investment Management Saratoga, California	$71M	+$1.23M	2	7.07%	Increased
606	New Mountain Vantage Advisers New York	$71M	$0	1	3.1%	Maintained
607	Alpha Wave Global New York	$70.9M	-$49.1M	2	3.96%	Reduced
608	NG NatWest Group Edinburgh, Scotland, United Kingdom	$70.3M	-$4.09M	8	2.96%	Reduced
609	ORI Oak Ridge Investments Chicago, Illinois	$70.2M	+$5.76M	3	1.67%	Increased
610	Central Trust Company Jefferson City, Missouri	$70.2M	+$262K	11	5.53%	Increased
611	GP GLG Partners London, United Kingdom	$70M	+$44.5M	2	1.67%	Increased
612	Sarasin & Partners London, United Kingdom	$69.9M	+$1.13M	1	0.98%	Increased
613	ANI American National Insurance Galveston, Texas	$69.7M	$0	5	4.22%	Maintained
614	Old National Bancorp Evansville, Indiana	$69.5M	+$9.21M	6	5.24%	Increased
615	VCM Vision Capital Management Portland, Oregon	$69.1M	+$4.99M	3	8.25%	Increased
616	Conning Inc Hartford, Connecticut	$69M	-$5.12M	7	3.66%	Reduced
617	HM Payson & Co Portland, Maine	$68.9M	-$1M	3	3.54%	Reduced
618	FCIM Fairview Capital Investment Management Greenbrae, California	$68.9M	-$7.58M	4	5.61%	Reduced
619	CIA CCM Investment Advisers Columbia, South Carolina	$68.9M	-$2.81M	2	6.31%	Reduced
620	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$68.8M	-$15.3M	2	3.72%	Reduced
621	Lyrical Asset Management New York	$68.6M	+$13.6M	1	2.99%	Increased
622	HT HAP Trading New York	$68.5M	+$25.7M	7	2.54%	Increased
623	Synovus Financial Columbus, Georgia	$68.4M	+$989K	12	1.94%	Increased
624	Tokio Marine Asset Management Tokyo, Japan	$68.3M	+$331K	8	4.63%	Increased
625	Capital International Sarl Los Angeles, California	$68.2M	+$6.15M	4	3.82%	Increased