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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	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$93.2M	-$1.49M	9	3.94%	Reduced
602	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$92.6M	-$3.4M	6	11.71%	Reduced
603	SCGE Management Menlo Park, California	$92.5M	+$554K	4	30.84%	Increased
604	Conning Inc Hartford, Connecticut	$90.6M	+$466K	8	3.61%	Increased
605	Welch & Forbes Boston, Massachusetts	$90.5M	+$70.6M	8	2.71%	Increased
606	SCA Southpoint Capital Advisors New York	$90M	+$31.3M	1	4.15%	Increased
607	Stockbridge Partners Boston, Massachusetts	$89.9M	+$48.8M	1	4.37%	Increased
608	Rockefeller Financial Services New York	$89.9M	-$810	7	1.83%	Reduced
609	Daiwa Securities Group Tokyo, Japan	$88.9M	-$29.5M	17	0.57%	Reduced
610	RP Regal Partners Sydney, NSW, Australia	$88.7M	+$3.33M	2	22.37%	Increased
611	BCM Bares Capital Management Austin, Texas	$88.5M	+$30.8M	1	5.27%	Increased
612	LCM Logan Capital Management Newtown Square, Pennsylvania	$88.4M	+$15.5K	8	7.1%	Increased
613	Synovus Financial Columbus, Georgia	$88.4M	+$900K	14	2.01%	Increased
614	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$88.2M	+$136K	1	3.79%	Increased
615	Carson Wealth (CWM LLC) Omaha, Nebraska	$87.7M	+$25.7M	12	5.38%	Increased
616	CGI Calixto Global Investors Coral Gables, Florida	$87.7M	+$52.1M	3	29.95%	Increased
617	CCP Clough Capital Partners Boston, Massachusetts	$87.5M	-$16.2M	4	5.8%	Reduced
618	RAM RWC Asset Management London, United Kingdom	$87.1M	-$24.8M	8	5.29%	Reduced
619	RI Redwood Investments Boston, Massachusetts	$86.8M	-$16.1M	7	7.84%	Reduced
620	Central Trust Company Jefferson City, Missouri	$86.3M	-$796K	11	5.94%	Reduced
621	TAM Telemark Asset Management Boston, Massachusetts	$86M	-$11.7M	5	18.77%	Reduced
622	NSRI New Silk Road Investment Singapore	$85.8M	+$94.2M	2	78.7%	New
623	Cooke & Bieler Philadelphia, Pennsylvania	$85.8M	-$53.6M	2	1.71%	Reduced
624	Congress Asset Management Boston, Massachusetts	$85.8M	+$667K	5	1.8%	Increased
625	Whittier Trust South Pasadena, California	$85.7M	-$4.95M	12	3.65%	Reduced