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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	N Naspers South Africa	$207M	$0	1	25.88%	Maintained
627	FFA First Foundation Advisors Irvine, California	$206M	-$833K	7	10.11%	Reduced
628	SCA Southpoint Capital Advisors New York	$206M	-$221M	2	5.56%	Reduced
629	Wedbush Securities Los Angeles, California	$205M	+$8.6M	20	11.52%	Increased
630	DCP Darsana Capital Partners New York	$205M	-$25.7M	2	10.53%	Reduced
631	MLICM Metropolitan Life Insurance Company (MetLife) New York	$205M	-$2.66M	54	9.71%	Reduced
632	Hantz Financial Services Southfield, Michigan	$204M	+$598K	32	7.04%	Increased
633	Capstone Investment Advisors New York	$203M	-$30.9M	12	1.22%	Reduced
634	Chicago Capital Chicago, Illinois	$203M	-$1.12M	11	11.71%	Reduced
635	Trillium Asset Management Boston, Massachusetts	$202M	+$1.02M	6	6.63%	Increased
636	ACM Atlanta Capital Management Atlanta, Georgia	$200M	-$1.52M	2	0.89%	Reduced
637	Clark Capital Management Group Philadelphia, Pennsylvania	$200M	+$34.4M	7	2.62%	Increased
638	Silvercrest Asset Management New York	$200M	-$25.6M	17	1.64%	Reduced
639	Mariner Independent Advisor Network Overland Park, Kansas	$199M	+$3.85M	9	8.54%	Increased
640	Adams Diversified Equity Fund Baltimore, Maryland	$198M	-$8.55M	2	9.89%	Reduced
641	Pacer Advisors Malvern, Pennsylvania	$198M	+$43.8M	27	1.38%	Increased
642	NIM Northeast Investment Management Boston, Massachusetts	$198M	-$1.42M	6	13.38%	Reduced
643	Appaloosa LP Short Hills, New Jersey	$198M	-$7.27M	3	14.52%	Reduced
644	Edmond de Rothschild Holding Chambesy, Switzerland	$197M	+$10.6M	21	5.2%	Increased
645	Westwood Holdings Group Dallas, Texas	$196M	-$38M	7	2.32%	Reduced
646	Lazard Frères Gestion Paris, France	$196M	-$1.29M	3	7.4%	Reduced
647	SI Squadra Investments Rio De Janeiro, Brazil	$196M	-$23.7M	2	40.33%	Reduced
648	USAA United Services Automobile Association San Antonio, Texas	$195M	+$4.53M	11	5.43%	Increased
649	WCM Windward Capital Management Los Angeles, California	$194M	+$385K	3	21.95%	Increased
650	Sigma Planning Corp Ann Arbor, Michigan	$193M	-$2.09M	17	7.37%	Reduced