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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	VCM Valiant Capital Management San Francisco, California	$287M	-$104M	4	18.15%	Reduced
627	Merit Financial Group Alpharetta, Georgia	$287M	+$52.1M	15	6.83%	Increased
628	Wedbush Securities Los Angeles, California	$286M	+$13M	21	10.67%	Increased
629	OFI Invest Asset Management Paris, France	$286M	-$2.5M	7	7.75%	Reduced
630	Gabelli Funds Rye, New York	$282M	-$34.3M	15	2.08%	Reduced
631	Hyperion Asset Management Brisbane, Australia	$282M	-$37.9M	2	11.86%	Reduced
632	HRT Financial New York	$282M	-$127M	43	1.73%	Reduced
633	Boston Financial Management Boston, Massachusetts	$282M	-$1.13M	6	8.96%	Reduced
634	SC Strategy Capital Los Altos, California	$281M	+$5.45M	2	28.57%	Increased
635	CA Cullinan Associates Louisville, Kentucky	$281M	-$54.5M	9	15.75%	Reduced
636	KIA KCM Investment Advisors Greenbrae, California	$281M	+$2.26M	5	10.37%	Increased
637	Hantz Financial Services Southfield, Michigan	$279M	-$16.2M	34	5.44%	Reduced
638	Kinetic Partners Management Miami, Florida	$279M	-$35.1M	5	19.47%	Reduced
639	Busey Bank Urbana, Illinois	$278M	+$7.05M	5	9.88%	Increased
640	Rokos Capital Management (UK) London, United Kingdom	$278M	-$56.1M	2	1.46%	Reduced
641	JAFL Jay A. Fishman Ltd Troy, Michigan	$278M	-$7.84M	3	30.67%	Reduced
642	Atria Investments Charlotte, North Carolina	$277M	+$10M	15	3.82%	Increased
643	Dai-ichi Life Insurance Company Tokyo, Japan	$277M	-$13.9M	15	6.25%	Reduced
644	Trexquant Investment Stamford, Connecticut	$274M	+$27M	45	5.47%	Increased
645	CP Coho Partners Berwyn, Pennsylvania	$273M	-$59.1M	3	6.7%	Reduced
646	Aristotle Atlantic Partners Sarasota, Florida	$273M	-$30.9M	3	8.9%	Reduced
647	Westwood Holdings Group Dallas, Texas	$271M	-$1.38M	5	2.13%	Reduced
648	TC TwinBeech Capital Purchase, New York	$271M	-$246M	22	5.6%	Reduced
649	Modera Wealth Management Westwood, New Jersey	$271M	+$123K	8	4.13%	Increased
650	CapitalatWork SA Auderghem,	$271M	+$21.6M	5	9.04%	Increased