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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
626	Close Asset Management London, United Kingdom	$434M	-$20.3M	7	11.54%	Reduced
627	Busey Bank Urbana, Illinois	$433M	-$48K	6	10.5%	Reduced
628	Glenview Capital Management New York	$433M	+$45.4M	2	7.88%	Increased
629	Hawk Ridge Capital Management Los Angeles, California	$432M	+$164M	2	13.86%	Increased
630	Salem Investment Counselors Winston Salem, North Carolina	$432M	-$6.85M	22	10.7%	Reduced
631	SCA Southpoint Capital Advisors New York	$431M	-$72.9M	3	9.81%	Reduced
632	NOSC North of South Capital London, United Kingdom	$431M	+$113M	6	31.69%	Increased
633	Prospera Financial Services Dallas, Texas	$430M	-$8.52M	15	6.25%	Reduced
634	DSM Capital Partners Palm Beach Gardens, Florida	$429M	-$209M	4	7.35%	Reduced
635	Mesirow Financial Investment Management Chicago, Illinois	$428M	+$10.9M	9	6.72%	Increased
636	TP Theleme Partners London, United Kingdom	$427M	+$22.8M	2	25.35%	Increased
637	Junto Capital Management New York	$426M	+$24.5M	3	7.48%	Increased
638	Prime Capital Investment Advisors Overland Park, Kansas	$425M	-$15.3M	13	4.12%	Reduced
639	Stockbridge Partners Boston, Massachusetts	$423M	-$175M	1	8.91%	Reduced
640	Baker Avenue Asset Management San Francisco, California	$423M	+$4.05M	17	8.01%	Increased
641	SI Standard Investments New York	$423M	$0	1	21.89%	Maintained
642	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$421M	-$12.7M	15	11.97%	Reduced
643	RK Capital Management (Florida) Weston, Florida	$420M	+$441M	2	3.88%	Increased
644	Hancock Whitney Gulfport, Mississippi	$419M	-$211K	12	6.99%	Reduced
645	Dai-ichi Life Insurance Company Tokyo, Japan	$419M	+$22.3M	15	9.8%	Increased
646	Wedbush Securities Los Angeles, California	$419M	-$7.15M	15	10.82%	Reduced
647	Atlantic Union Bankshares Glen Allen, Virginia	$418M	+$12.4M	27	6.99%	Increased
648	Commerzbank Aktiengesellschaft Frankfurt, Germany	$418M	-$11.6M	12	8.35%	Reduced
649	Third Point New York	$417M	-$47.7M	1	8.91%	Reduced
650	Central Trust Company Jefferson City, Missouri	$416M	-$10.1M	20	7.53%	Reduced