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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	AC Apex Capital Orinda, California	$66.3M	+$7.81M	2	4.38%	Increased
627	Welch & Forbes Boston, Massachusetts	$66.1M	+$960K	6	2.09%	Increased
628	Gotham Asset Management New York	$65.9M	+$14.3M	12	1.57%	Increased
629	DIA Denver Investment Advisors Denver, Colorado	$65.8M	+$2.25M	9	1.86%	Increased
630	ANI American National Insurance Galveston, Texas	$65.5M	+$5.62M	5	4.23%	Increased
631	SRIM Saratoga Research & Investment Management Saratoga, California	$65.4M	+$2.53M	2	6.96%	Increased
632	MCM McKinley Capital Management Anchorage, Alaska	$65.3M	+$15.1M	6	2.56%	Increased
633	CCM Century Capital Management Boston, Massachusetts	$65.2M	+$15.4M	5	2.61%	Increased
634	Jane Street New York	$65M	+$11.3M	21	0.93%	Increased
635	Sumitomo Life Insurance Tokyo, Japan	$64.9M	-$3.87M	7	5.85%	Reduced
636	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$64.8M	+$38.2M	1	7.62%	Increased
637	Old National Bancorp Evansville, Indiana	$64.7M	-$528K	6	5.91%	Reduced
638	AC Amici Capital New York	$64.5M	+$4.9M	1	2.03%	Increased
639	BP Banyan Partners Palm Beach Gardens, Florida	$63.5M	+$18.2M	5	4.46%	Increased
640	Central Trust Company Jefferson City, Missouri	$63.4M	+$220K	9	5.31%	Increased
641	AMI Amica Mutual Insurance Providence, Rhode Island	$63.2M	$0	5	5.08%	Maintained
642	Capital International Sarl Los Angeles, California	$63.1M	+$4.98M	3	3.38%	Increased
643	SCM SAB Capital Management New York	$63.1M	+$60.5M	2	3.39%	Increased
644	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$63M	$0	1	4.52%	Maintained
645	Seizert Capital Partners Birmingham, Michigan	$62.9M	-$7.97M	2	1.49%	Reduced
646	DFO Duquesne Family Office New York	$62.9M	$0	1	4.19%	Maintained
647	FA Friess Associates Greenville, Delaware	$62.8M	+$7.99M	4	4.72%	Increased
648	Synovus Financial Columbus, Georgia	$62.8M	-$350K	9	1.81%	Reduced
649	IG Ithaka Group Arlington, Virginia	$62.7M	+$3.25M	3	11.84%	Increased
650	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$62.7M	-$9.26M	1	1.03%	Reduced