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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	Conning Inc Hartford, Connecticut	$86.3M	-$5.97M	7	3.62%	Reduced
602	LCM Logan Capital Management Newtown Square, Pennsylvania	$86.3M	-$625K	8	6.94%	Reduced
603	TIP Torray Investment Partners Bethesda, Maryland	$86.3M	+$30M	1	4.5%	Increased
604	Welch & Forbes Boston, Massachusetts	$85M	-$447K	8	2.65%	Reduced
605	WEC White Elm Capital Greenwich, Connecticut	$85M	+$15.6M	2	9.36%	Increased
606	Congress Asset Management Boston, Massachusetts	$84.8M	-$51.3M	5	2.05%	Reduced
607	Zacks Investment Management Chicago, Illinois	$84.7M	+$140K	10	2.69%	Increased
608	SIM Sentry Investment Management Stevens Point, Wisconsin	$84M	+$2.01M	7	3.8%	Increased
609	ELC Edgar Lomax Company Kingstowne, Virginia	$84M	-$19.7M	2	5.76%	Reduced
610	TAM Target Asset Management Singapore	$83.4M	+$75.7M	2	61.83%	New
611	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$83.3M	-$9.37M	1	5.27%	Reduced
612	MDSL M.D. Sass LLC New York	$83.3M	+$67.8M	2	4.46%	Increased
613	Synovus Financial Columbus, Georgia	$83.2M	+$2.84M	12	2.02%	Increased
614	Private Advisor Group Morristown, New Jersey	$82.9M	+$1.5M	7	4.01%	Increased
615	Bahl & Gaynor Cincinnati, Ohio	$82.9M	-$264K	6	1.1%	Reduced
616	DF Dent & Co Baltimore, Maryland	$82.1M	+$3.94M	5	2.39%	Increased
617	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$81.9M	+$10.2M	26	1.33%	Increased
618	IL Investure LLC Charlottesville, Virginia	$81.6M	-$14.1M	1	20.08%	Reduced
619	RP Ridgegate Proprietary Sydney, Australia	$81.6M	$0	2	38.13%	Maintained
620	SH SeaTown Holdings Singapore	$81.6M	-$23.2M	1	22.74%	Reduced
621	Whittier Trust South Pasadena, California	$81.5M	+$1.23M	12	3.6%	Increased
622	Thomaspartners Boston, Massachusetts	$81.4M	+$5.46M	1	1.17%	Increased
623	PRA Parametric Risk Advisors Westport, Connecticut	$81.3M	+$7.01M	8	5.52%	Increased
624	SAM Sentinel Asset Management Montpelier, Vermont	$81.3M	+$2.58M	6	1.81%	Increased
625	Central Trust Company Jefferson City, Missouri	$81.1M	+$2.16M	9	6.4%	Increased