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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	MFWM Motley Fool Wealth Management Alexandria, Virginia	$146M	-$9.1M	8	9.67%	Reduced
627	SP Summit Partners Boston, Massachusetts	$145M	$0	2	28.47%	Maintained
628	WesBanco Bank Wheeling, West Virginia	$145M	+$161K	8	7.19%	Increased
629	Starboard Value New York	$143M	-$144M	1	4.77%	Reduced
630	USAA United Services Automobile Association San Antonio, Texas	$142M	-$1.97B	9	1.79%	Reduced
631	TAM Telemark Asset Management Boston, Massachusetts	$142M	-$51.3M	3	22.22%	Reduced
632	Castleark Management Chicago, Illinois	$142M	+$3.84M	8	5.79%	Increased
633	Birch Hill Investment Advisors Boston, Massachusetts	$141M	-$5.37M	6	10.19%	Reduced
634	Cooke & Bieler Philadelphia, Pennsylvania	$141M	-$37.2M	2	2.41%	Reduced
635	AG Alibaba Group Causeway Bay, Hong Kong	$141M	$0	2	12.39%	Maintained
636	Pendal Group Sydney, Australia	$140M	-$27.4M	17	1.82%	Reduced
637	SL SOF Ltd George Town, Cayman Islands	$140M	$0	1	100%	Maintained
638	LFDLE La Financiere de L'Echiquier Paris, France	$140M	+$32.6M	6	16.77%	Increased
639	FCI Financial Counselors Inc Overland Park, Kansas	$139M	+$4.68M	11	5.47%	Increased
640	Bradley Foster & Sargent Hartford, Connecticut	$139M	-$1.53M	9	4.63%	Reduced
641	Samlyn Capital New York	$139M	-$21.3M	5	3.37%	Reduced
642	Gofen & Glossberg Chicago, Illinois	$139M	+$1.9M	9	4.67%	Increased
643	RHJA Rice Hall James & Associates San Diego, California	$138M	-$2.26M	12	4.93%	Reduced
644	NSRI New Silk Road Investment Singapore	$138M	+$5.83M	3	52.03%	Increased
645	IC Inverness Counsel New York	$138M	-$2.43M	3	7.13%	Reduced
646	CP Coho Partners Berwyn, Pennsylvania	$137M	-$3.8M	2	3.23%	Reduced
647	ACM Alta Capital Management Salt Lake City, Utah	$137M	-$23.3M	5	9.45%	Reduced
648	RCM Riverhead Capital Management Wilmington, Delaware	$137M	+$8.6M	25	5.04%	Increased
649	First Allied Advisory Services San Diego, California	$136M	-$2.65M	14	4.85%	Reduced
650	HAM HHR Asset Management Berkeley Heights, New Jersey	$136M	-$30.8M	4	13.78%	Reduced