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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	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$80.8M	-$28.6M	2	3.73%	Reduced
627	GCM Glynn Capital Management Menlo Park, California	$80.7M	-$3.21M	6	26.24%	Reduced
628	Stonehage Fleming Financial Services St. Helier, Jersey	$80.6M	+$2.86M	8	5.28%	Increased
629	Evercore Wealth Management New York	$80.6M	+$2.31M	8	3.56%	Increased
630	TIAA CREF Trust St Louis, Missouri	$80.5M	+$3.85M	4	0.79%	Increased
631	SIC Schwartz Investment Counsel Plymouth, Michigan	$80.3M	-$9.72M	5	6.03%	Reduced
632	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$80.3M	-$2.52M	4	11.62%	Reduced
633	GPI Georgian Partners I Toronto, Ontario, Canada	$80.2M	-$19.2M	1	100%	Reduced
634	SCA Southpoint Capital Advisors New York	$80.2M	-$24.3M	2	3.97%	Reduced
635	VVP Vulcan Value Partners Birmingham, Alabama	$79.7M	-$7.5K	1	0.72%	Reduced
636	SAM Shell Asset Management The Hague, Netherlands	$79.7M	-$967K	16	1.91%	Reduced
637	NCGI Next Century Growth Investors Plymouth, Minnesota	$79.4M	+$2.09M	5	3.75%	Increased
638	TAM Telemark Asset Management Boston, Massachusetts	$79M	-$15.7M	3	19.55%	Reduced
639	IIM Ivory Investment Management New York	$78.4M	-$40.9M	5	2.73%	Reduced
640	FCI FirstMark Capital I New York	$78.2M	-$122M	1	100%	Reduced
641	MI Markston International White Plains, New York	$77.9M	-$6.77M	6	7.38%	Reduced
642	Swiss Life Asset Management Zurich,	$77.4M	+$2.43M	6	3.27%	Increased
643	Driehaus Capital Management Chicago, Illinois	$77.4M	+$13.2M	12	2.51%	Increased
644	CCM Corsair Capital Management New York	$76.6M	-$8.22M	4	10.59%	Reduced
645	Highbridge Capital Management New York	$76.4M	-$8.46M	9	1.27%	Reduced
646	Personal Capital Advisors Redwood City, California	$76.4M	+$9.03M	6	3.52%	Increased
647	BOK Financial Tulsa, Oklahoma	$76.2M	+$5.09M	8	2.76%	Increased
648	HM Payson & Co Portland, Maine	$76M	-$6.42M	6	3.95%	Reduced
649	BWCA Brenner West Capital Advisors New York	$76M	-$11.8M	1	5.98%	Reduced
650	Bartlett & Co Cincinnati, Ohio	$75.9M	+$1.62M	7	3.81%	Increased