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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	FA Friess Associates Greenville, Delaware	$91.2M	-$8.17M	4	7.63%	Reduced
602	HCM Highline Capital Management New York	$91.2M	+$32.3M	1	3.19%	Increased
603	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$91.1M	+$95.1M	1	3.19%	New
604	OCAM Owl Creek Asset Management New York	$90.7M	-$26.1M	1	4.87%	Reduced
605	DAC Dividend Assets Capital Ridgeland, South Carolina	$90.3M	-$7.26M	3	1.99%	Reduced
606	PTC Provident Trust Company Waukesha, Wisconsin	$89.9M	-$1.92M	2	5.07%	Reduced
607	Scotia Capital Toronto, Ontario, Canada	$89.8M	+$12.6M	10	1.8%	Increased
608	Central Trust Company Jefferson City, Missouri	$89.7M	-$679K	10	7.05%	Reduced
609	Zacks Investment Management Chicago, Illinois	$89.7M	+$7.87M	11	2.84%	Increased
610	SRIM Saratoga Research & Investment Management Saratoga, California	$88.9M	+$762K	2	8.45%	Increased
611	GEM Global Endowment Management Charlotte, North Carolina	$88.4M	+$20.9M	7	12.29%	Increased
612	Birch Hill Investment Advisors Boston, Massachusetts	$88.4M	+$373K	5	9.08%	Increased
613	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$88.1M	+$465K	13	4.2%	Increased
614	Whittier Trust South Pasadena, California	$88M	+$3.69M	14	3.91%	Increased
615	Truist Financial Charlotte, North Carolina	$87.6M	-$732K	9	2.37%	Reduced
616	Capstone Investment Advisors New York	$87M	-$213M	1	1.23%	Reduced
617	Old National Bancorp Evansville, Indiana	$86.3M	-$2.11M	7	4.85%	Reduced
618	CPIM Columbia Partners Investment Management Alexandria, Virginia	$86M	-$14.6M	8	5.31%	Reduced
619	MCC Mid Continent Capital Chicago, Illinois	$85.7M	-$172K	6	4.73%	Reduced
620	ZDA Zweig-DiMenna Associates New York	$85.5M	-$33.3M	6	4.72%	Reduced
621	THSP Taube Hodson Stonex Partners London, United Kingdom	$85.5M	+$38.5M	3	9.26%	Increased
622	Findlay Park Partners London, United Kingdom	$85.3M	+$44.7M	1	0.87%	Increased
623	GCM Gabalex Capital Management New York	$85.2M	$0	2	30.62%	Maintained
624	SIM Sentry Investment Management Stevens Point, Wisconsin	$85.1M	+$1.86M	7	4%	Increased
625	Fiduciary Trust Boston, Massachusetts	$85M	-$2.3M	7	3.54%	Reduced