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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	Synovus Financial Columbus, Georgia	$124M	+$8.11M	21	2.24%	Increased
602	Cooke & Bieler Philadelphia, Pennsylvania	$124M	+$12.7M	2	2.51%	Increased
603	Crawford Investment Counsel Atlanta, Georgia	$123M	+$2.87M	5	4.18%	Increased
604	TCM Twin Capital Management Mcmurray, Pennsylvania	$123M	-$2.04M	7	6.96%	Reduced
605	GIG Goodnow Investment Group Darien, Connecticut	$123M	+$7.8M	4	23.23%	Increased
606	Stephens Inc Little Rock, Arkansas	$121M	-$3.9M	16	3.43%	Reduced
607	Pinnacle Associates New York	$120M	+$4.37M	11	3.11%	Increased
608	LCM Logan Capital Management Newtown Square, Pennsylvania	$120M	+$1.65M	7	9.49%	Increased
609	Crossmark Global Holdings Houston, Texas	$120M	-$16.4M	18	3.71%	Reduced
610	EP Elkfork Partners Portland, Oregon	$119M	+$9.04M	13	3.36%	Increased
611	Voloridge Investment Management Jupiter, Florida	$119M	+$83.5M	14	5.38%	Increased
612	SC US (TTGP) Menlo Park, California	$118M	$0	1	12.26%	Maintained
613	FI Fosun International Hong Kong, China	$118M	+$24.1M	8	7.02%	Increased
614	ALPS Advisors Denver, Colorado	$117M	+$1.08M	14	0.9%	Increased
615	GPCM Greenbrier Partners Capital Management Dallas, Texas	$116M	$0	2	23.81%	Maintained
616	Construction & Building Unions Superannuation Fund Melbourne, Australia	$115M	+$25.9M	6	16.43%	Increased
617	OAM Oxford Asset Management Oxford, United Kingdom	$114M	+$18.5M	38	2.98%	Increased
618	MC MIG Capital Newport Beach, California	$114M	+$22.5M	3	16.24%	Increased
619	Chicago Capital Chicago, Illinois	$114M	+$6.59M	10	9.31%	Increased
620	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$114M	+$28.1M	3	5.75%	Increased
621	WAM World Asset Management Detroit, Michigan	$114M	-$10.2M	16	7.02%	Reduced
622	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$114M	+$37.4M	12	46.29%	Increased
623	Cardano Risk Management Rotterdam, Netherlands	$114M	+$140M	1	34.3%	New
624	SRAM Stone Ridge Asset Management New York	$114M	+$15.8M	29	6.94%	Increased
625	SL SOF Ltd George Town, Cayman Islands	$113M	$0	1	100%	Maintained