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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	Central Trust Company Jefferson City, Missouri	$400M	-$65.4M	23	9.81%	Reduced
602	Advisory Services Network Atlanta, Georgia	$399M	+$9.59M	19	7.44%	Increased
603	Exchange Traded Concepts Oklahoma City, Oklahoma	$399M	+$138M	32	7.92%	Increased
604	PAR Capital Management Boston, Massachusetts	$398M	-$86.9M	9	11.75%	Reduced
605	KCM Kensico Capital Management Greenwich, Connecticut	$397M	+$39.7M	3	9.07%	Increased
606	Evelyn Partners Investment Management London,	$396M	+$371M	14	12.85%	New
607	Adams Diversified Equity Fund Baltimore, Maryland	$395M	-$18.4M	4	14.96%	Reduced
608	BIM Barton Investment Management West Conshohocken, Pennsylvania	$394M	-$3.63M	6	41.76%	Reduced
609	Salem Investment Counselors Winston Salem, North Carolina	$391M	-$2.79M	23	12.84%	Reduced
610	Integrated Wealth Concepts Waltham, Massachusetts	$391M	+$30M	21	4.55%	Increased
611	Perigon Wealth Management San Francisco, California	$390M	+$7.25M	17	9.59%	Increased
612	Choreo LLC Rockford, Illinois	$390M	+$11.9M	26	5.61%	Increased
613	PGP Prescott General Partners Boca Raton, Florida	$389M	-$90.1M	3	28.64%	Reduced
614	Aristotle Atlantic Partners Sarasota, Florida	$388M	-$20.2M	3	12.21%	Reduced
615	Busey Bank Urbana, Illinois	$388M	+$1.47M	6	12.72%	Increased
616	Prime Capital Investment Advisors Overland Park, Kansas	$388M	+$12M	11	5.63%	Increased
617	Close Asset Management London, United Kingdom	$387M	+$291M	9	10.91%	Increased
618	SPM Sycamore Partners Management New York	$387M	$0	1	100%	Maintained
619	South Dakota Investment Council Sioux Falls, South Dakota	$386M	-$4.91M	8	7.69%	Reduced
620	Metis Global Partners San Diego, California	$385M	+$10.7M	20	11.61%	Increased
621	Gotham Asset Management New York	$383M	+$8.62M	27	3.63%	Increased
622	Clearstead Advisors Cleveland, Ohio	$383M	+$10.4M	38	5.8%	Increased
623	Silvercrest Asset Management New York	$379M	+$10.8M	14	2.53%	Increased
624	5NCM 59 North Capital Management Houston, Texas	$379M	+$101M	2	17.7%	Increased
625	Maryland State Retirement & Pension System Baltimore, Maryland	$378M	-$20.8M	29	8.16%	Reduced