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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	BMC Battery Management Corp Boston, Massachusetts	$278M	-$107M	1	12.97%	Reduced
627	TCMI Technology Crossover Management IX Menlo Park, California	$277M	$0	2	13.15%	Maintained
628	GCM Gladstone Capital Management London, United Kingdom	$276M	-$3.19M	3	13.92%	Reduced
629	Boston Financial Management Boston, Massachusetts	$276M	+$26.9M	9	11.24%	Increased
630	New Mexico Educational Retirement Board Santa Fe, New Mexico	$276M	-$3.05M	16	9.6%	Reduced
631	RP Regal Partners Sydney, NSW, Australia	$275M	-$2.14M	2	30.19%	Reduced
632	Group One Trading Chicago, Illinois	$274M	+$35M	71	0.3%	Increased
633	Wealthfront Advisers Palo Alto, California	$273M	+$15.6M	12	1.27%	Increased
634	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$273M	+$99.4M	5	4.55%	Increased
635	6CM 683 Capital Management New York	$273M	-$27.9M	6	10.64%	Reduced
636	GW&K Investment Management Boston, Massachusetts	$272M	-$12.1M	9	2.43%	Reduced
637	KIA KCM Investment Advisors Greenbrae, California	$272M	+$156K	5	10.81%	Increased
638	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$271M	+$26.6M	9	5.59%	Increased
639	Beacon Pointe Advisors Newport Beach, California	$269M	+$77.9M	21	6.63%	Increased
640	Hotchkis & Wiley Capital Management Los Angeles, California	$269M	+$8.4M	3	0.86%	Increased
641	Tower Research Capital (TRC) New York	$268M	-$33M	138	6.84%	Reduced
642	Adams Diversified Equity Fund Baltimore, Maryland	$268M	+$20.7M	3	10.59%	Increased
643	F Formation8 Los Altos, California	$268M	-$123M	2	43.6%	Reduced
644	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$268M	+$157M	12	1.03%	Increased
645	Construction & Building Unions Superannuation Fund Melbourne, Australia	$267M	-$23.1M	6	13.55%	Reduced
646	SM Senvest Management New York	$267M	-$182M	6	7.63%	Reduced
647	Brookfield Corp Toronto, Ontario, Canada	$267M	+$266M	14	1.07%	Increased
648	Harvard Management Company Boston, Massachusetts	$267M	-$84.4M	1	15.62%	Reduced
649	Valley Forge Capital Management Miami, Florida	$266M	+$7.59M	1	10.56%	Increased
650	Hardman Johnston Global Advisors Stamford, Connecticut	$265M	+$11.7M	7	7.13%	Increased