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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	MGCM Mane Global Capital Management New York	$365M	-$113M	10	15.46%	Reduced
627	SCM Silvant Capital Management Atlanta, Georgia	$365M	-$20.3M	10	13.8%	Reduced
628	Manning & Napier Advisors Fairport, New York	$365M	-$210M	9	4.35%	Reduced
629	PFCS Pale Fire Capital SE Prague, Czech Republic	$363M	+$11.3M	3	37.27%	Increased
630	Sterling Capital Management Charlotte, North Carolina	$363M	+$58.8M	72	5.16%	Increased
631	SCHF (GPE) Wilson, Wyoming	$363M	-$103M	1	43.09%	Reduced
632	Dai-ichi Life Insurance Company Tokyo, Japan	$363M	+$36M	17	10.17%	Increased
633	FineMark National Bank & Trust Fort Myers, Florida	$361M	+$2.43M	8	12.27%	Increased
634	Perigon Wealth Management San Francisco, California	$359M	-$1.49M	18	8.37%	Reduced
635	Metis Global Partners San Diego, California	$355M	-$35M	19	9.17%	Reduced
636	BIM Barton Investment Management West Conshohocken, Pennsylvania	$355M	-$329K	6	36.82%	Reduced
637	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$354M	-$70.8M	7	7.45%	Reduced
638	Nomura Holdings Tokyo, Japan	$353M	-$122M	25	0.73%	Reduced
639	Prospera Financial Services Dallas, Texas	$352M	+$36.4M	23	6.55%	Increased
640	Central Trust Company Jefferson City, Missouri	$352M	-$1.05M	22	8.12%	Reduced
641	Empowered Funds Havertown, Pennsylvania	$352M	+$102M	38	3.98%	Increased
642	Salem Investment Counselors Winston Salem, North Carolina	$350M	+$1.79M	24	11.1%	Increased
643	J. Safra Sarasin Holding	$350M	-$83.8M	19	6.04%	Reduced
644	Adams Diversified Equity Fund Baltimore, Maryland	$349M	-$27.2M	4	12.5%	Reduced
645	IHL Investment House LLC Redondo Beach, California	$348M	+$20.7M	15	17.62%	Increased
646	Harvest Fund Management Beijing, China	$348M	-$29.7M	32	16.44%	Reduced
647	BOK Financial Tulsa, Oklahoma	$348M	-$7.05M	20	5.63%	Reduced
648	BCM Brown Capital Management Baltimore, Maryland	$346M	-$17.9M	7	10.07%	Reduced
649	Apollon Wealth Management Mount Pleasant, South Carolina	$346M	+$378K	17	6.84%	Increased
650	Artemis Investment Management Edinburgh, United Kingdom	$345M	-$17.2M	5	4.42%	Reduced