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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	MVIP Mar Vista Investment Partners Los Angeles, California	$68M	-$7.09M	1	4.22%	Reduced
627	Avalon Investment & Advisory Houston, Texas	$67.8M	-$12.3M	4	3.43%	Reduced
628	AGF Investments Inc Toronto, Ontario, Canada	$67.8M	-$779K	5	0.66%	Reduced
629	Munder Capital Management Birmingham, Michigan	$67.7M	+$24.7M	4	0.48%	Increased
630	PRA Parametric Risk Advisors Westport, Connecticut	$67.6M	+$140K	4	4.43%	Increased
631	MDSL M.D. Sass LLC New York	$67.3M	+$20.8M	3	3.99%	Increased
632	CIM Calvert Investment Management Bethesda, Maryland	$67.2M	+$4.9M	4	4.51%	Increased
633	RG Renaissance Group Covington, Kentucky	$66.9M	-$3.07M	2	2.55%	Reduced
634	Washington Trust Westerly, Rhode Island	$66.8M	+$6.91M	6	4.9%	Increased
635	Associated Banc-Corp Green Bay, Wisconsin	$66.8M	-$701K	5	4.34%	Reduced
636	Bradley Foster & Sargent Hartford, Connecticut	$66.8M	-$20.6M	6	3.25%	Reduced
637	ACM Alta Capital Management Salt Lake City, Utah	$66.5M	+$400K	2	6.13%	Increased
638	Advisors Asset Management Monument, Colorado	$66.5M	+$2.08M	16	0.92%	Increased
639	Veritable Wilmington, Delaware	$66.2M	+$8.17M	10	1.38%	Increased
640	QGI Quadrangle GP Investors New York	$66.1M	$0	1	18.32%	Maintained
641	SIM Sentry Investment Management Stevens Point, Wisconsin	$65.8M	+$3.74M	7	3.4%	Increased
642	AF Ally Financial Detroit, Michigan	$65.7M	+$6.19M	6	7.74%	Increased
643	TIAA CREF Trust St Louis, Missouri	$65.7M	+$1.88M	4	0.94%	Increased
644	QIM Quest Investment Management Lake Oswego, Oregon	$65.5M	+$2.28M	7	6.44%	Increased
645	DCM Daruma Capital Management New York	$65.5M	-$1.27M	1	2.68%	Reduced
646	BP Banyan Partners Palm Beach Gardens, Florida	$65.1M	-$3.75M	6	5.5%	Reduced
647	KAM Keeley Asset Management Chicago, Illinois	$65M	-$4.52M	4	1.17%	Reduced
648	FCM Force Capital Management New York	$64.5M	+$2.43M	2	5.73%	Increased
649	Cannell & Spears New York	$64.2M	-$18.9M	4	7.58%	Reduced
650	IAM Impax Asset Management Portsmouth, New Hampshire	$63.9M	-$1.14M	5	4.02%	Reduced