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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	ROIC Route One Investment Company San Francisco, California	$302M	-$49.8M	1	11.01%	Reduced
602	Bridges Investment Management Omaha, Nebraska	$301M	-$13M	5	9.41%	Reduced
603	WhitTier Trust Company Reno, Nevada	$301M	+$5.18M	23	8.64%	Increased
604	HCM HMI Capital Management San Francisco, California	$301M	+$145M	2	11.06%	Increased
605	MC Martin Currie Edinburgh, United Kingdom	$301M	+$91.9M	5	9.25%	Increased
606	South Dakota Investment Council Sioux Falls, South Dakota	$300M	+$3.3M	8	6.23%	Increased
607	Capital Advisors Inc Tulsa, Oklahoma	$299M	+$4.32M	8	6.42%	Increased
608	Perigon Wealth Management San Francisco, California	$298M	-$31.8M	10	9.04%	Reduced
609	Independent Advisor Alliance Charlotte, North Carolina	$297M	+$1.48M	17	10.71%	Increased
610	Group One Trading Chicago, Illinois	$297M	+$89.3M	71	1.14%	Increased
611	MG Meritage Group San Francisco, California	$295M	+$6.22M	1	6.95%	Increased
612	Bahl & Gaynor Cincinnati, Ohio	$295M	-$10.8M	5	1.64%	Reduced
613	R.M. Davis Inc Portland, Maine	$294M	+$5.27M	5	6.15%	Increased
614	Peregrine Capital Management Minneapolis, Minnesota	$293M	+$673K	9	8.41%	Increased
615	Advisory Services Network Atlanta, Georgia	$293M	+$7.81M	23	6.5%	Increased
616	Driehaus Capital Management Chicago, Illinois	$293M	-$13.5M	17	2.92%	Reduced
617	Synovus Financial Columbus, Georgia	$292M	+$3.99M	12	3.8%	Increased
618	ABN AMRO Investment Solutions Paris Cedex 008,	$292M	-$7.45M	24	5.06%	Reduced
619	Mesirow Financial Investment Management Chicago, Illinois	$290M	+$15.4M	11	6.6%	Increased
620	Salem Investment Counselors Winston Salem, North Carolina	$289M	+$962K	22	9.51%	Increased
621	Munro Partners Melbourne, Australia	$289M	+$5.03M	4	10.36%	Increased
622	SAM Securian Asset Management St Paul, Minnesota	$288M	-$22.1M	14	8.44%	Reduced
623	SC Styrax Capital New York	$287M	-$51.9M	3	20.68%	Reduced
624	Envestnet Portfolio Solutions Chicago, Illinois	$287M	+$40.8M	20	1.08%	Increased
625	Spire Wealth Management Mclean, Virginia	$287M	-$4.58M	35	5.21%	Reduced