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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	SCM Spyglass Capital Management San Francisco, California	$303M	+$67.5M	2	6.96%	Increased
602	Chicago Capital Chicago, Illinois	$303M	-$1.66M	13	11.47%	Reduced
603	Crestwood Advisors Group Boston, Massachusetts	$302M	-$3.81M	8	8.54%	Reduced
604	Spire Wealth Management Mclean, Virginia	$301M	+$7.07M	49	7.97%	Increased
605	TI Think Investments San Francisco, California	$300M	+$56.9M	9	34.53%	Increased
606	Ghisallo Capital Management Boston, Massachusetts	$298M	+$224M	22	11.32%	Increased
607	IEQ Capital Foster City, California	$298M	+$63.1M	30	7.9%	Increased
608	Crossmark Global Holdings Houston, Texas	$298M	-$1.43M	26	6.97%	Reduced
609	MS Mizuho Securities Tokyo, Japan	$295M	-$4M	10	85.75%	Reduced
610	MAMU Marathon Asset Management (UK) London, United Kingdom	$295M	+$20.4M	6	3.58%	Increased
611	HP Harbourvest Partners Boston, Massachusetts	$294M	+$4.22M	5	27.64%	Increased
612	Erste Asset Management Vienna, Austria	$293M	+$15.6M	12	5.81%	Increased
613	CIP Champlain Investment Partners Burlington, Vermont	$293M	+$59.2M	6	1.4%	Increased
614	MG Meritage Group San Francisco, California	$289M	-$4.51M	3	5.69%	Reduced
615	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$289M	+$2.25M	7	10.7%	Increased
616	AMF Tjänstepension Stockholm, Sweden	$286M	-$22.4M	7	2.08%	Reduced
617	Cubist Systematic Strategies Stamford, Connecticut	$285M	-$56.2M	89	3.59%	Reduced
618	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$284M	+$131M	13	66.05%	Increased
619	C Consulta London, United Kingdom	$284M	-$46.6M	1	14.16%	Reduced
620	Cetera Advisors Denver, Colorado	$283M	+$35M	19	5.51%	Increased
621	Pinnacle Associates New York	$283M	+$18.2M	22	5.22%	Increased
622	Nicholas Company Milwaukee, Wisconsin	$282M	-$8.22M	6	4.96%	Reduced
623	MFWM Motley Fool Wealth Management Alexandria, Virginia	$280M	-$7.8M	6	12.18%	Reduced
624	Lazard Frères Gestion Paris, France	$279M	+$2.75M	4	7.84%	Increased
625	Stratos Wealth Partners Beachwood, Ohio	$278M	-$2.35M	21	7.09%	Reduced