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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	Cardano Risk Management Rotterdam, Netherlands	$160M	-$1.84M	1	34.38%	Reduced
602	CAM Cacti Asset Management Atlanta, Georgia	$160M	+$10.7M	3	12.39%	Increased
603	OA Oak Associates Akron, Ohio	$160M	-$968K	4	9.84%	Reduced
604	Adams Diversified Equity Fund Baltimore, Maryland	$160M	-$174K	3	8.5%	Reduced
605	Winton Group London, United Kingdom	$159M	-$7.9M	35	1.88%	Reduced
606	NONA Ninety One North America New York	$159M	+$47.1M	4	14.32%	Increased
607	New Mexico Educational Retirement Board Santa Fe, New Mexico	$158M	-$9.14M	15	7.17%	Reduced
608	Rothschild & Co Asset Management US Stamford, Connecticut	$157M	-$11.5M	5	1.7%	Reduced
609	Meag Munich Ergo Munich, Germany	$157M	+$54M	13	8.07%	Increased
610	Chicago Capital Chicago, Illinois	$156M	+$10.5M	11	10.45%	Increased
611	Yacktman Asset Management Austin, Texas	$155M	+$131M	1	1.91%	Increased
612	LCM Logan Capital Management Newtown Square, Pennsylvania	$155M	-$2.29M	7	9.12%	Reduced
613	Synovus Financial Columbus, Georgia	$152M	+$3.63M	25	2.28%	Increased
614	PEAK6 Investments Chicago, Illinois	$152M	-$1.5M	29	0.95%	Reduced
615	Cubist Systematic Strategies Stamford, Connecticut	$152M	+$57.2M	55	3.01%	Increased
616	Peregrine Capital Management Minneapolis, Minnesota	$151M	-$38.1M	8	4.1%	Reduced
617	DADR Dynamo Administracao de Recursos Rio De Janeiro, Brazil	$150M	+$38.9M	1	54.1%	Increased
618	CAM Contour Asset Management New York	$150M	-$86.6M	3	12.18%	Reduced
619	IVM InterWest Venture Management San Francisco, California	$150M	$0	1	57.52%	Maintained
620	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$150M	-$26.9M	5	11.13%	Reduced
621	GPCM Greenbrier Partners Capital Management Dallas, Texas	$149M	-$873K	2	24.57%	Reduced
622	Crestwood Advisors Group Boston, Massachusetts	$149M	+$307K	8	6.56%	Increased
623	Crossmark Global Holdings Houston, Texas	$147M	-$8.68M	22	4.3%	Reduced
624	RAM RWC Asset Management London, United Kingdom	$147M	-$21M	7	6.26%	Reduced
625	EC EMS Capital New York	$146M	+$5.89M	2	11.68%	Increased