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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
651	Choreo LLC Rockford, Illinois	$416M	-$7.88M	23	4.56%	Reduced
652	Unisphere Establishment Vaduz, Liechtenstein	$415M	+$113M	4	3.53%	Increased
653	CA Cornerstone Advisors Asheville, North Carolina	$413M	-$22.6M	8	13.6%	Reduced
654	Horizon Investments Charlotte, North Carolina	$410M	-$22.6M	29	4.49%	Reduced
655	KCMH Kontiki Capital Management (HK) Hong Kong	$408M	+$1.47M	2	26.78%	Increased
656	Ruffer LLP London, United Kingdom	$408M	+$176M	6	14.44%	Increased
657	Harvest Fund Management Beijing, China	$406M	-$6.98M	17	13.45%	Reduced
658	South Dakota Investment Council Sioux Falls, South Dakota	$405M	+$11.4M	9	6.93%	Increased
659	Marsico Capital Management Denver, Colorado	$404M	-$37.9M	3	10.55%	Reduced
660	Adams Diversified Equity Fund Baltimore, Maryland	$402M	-$12.9M	4	12.28%	Reduced
661	BOK Financial Tulsa, Oklahoma	$402M	+$2.32M	19	5.54%	Increased
662	TIAA-CREF Individual & Institutional Services New York	$400M	+$2.25M	12	1.38%	Increased
663	Kinetic Partners Management Miami, Florida	$399M	-$37.7M	5	9.54%	Reduced
664	First Pacific Advisors El Segundo, California	$395M	-$14.2M	3	4.89%	Reduced
665	Vest Financial Mclean, Virginia	$395M	+$6.3M	12	4.15%	Increased
666	PCM Palestra Capital Management New York	$395M	+$123M	3	13.38%	Increased
667	Liontrust Investment Partners London, United Kingdom	$392M	+$213M	11	5.76%	Increased
668	Tokio Marine Asset Management Tokyo, Japan	$391M	+$11.4M	22	12.12%	Increased
669	Jefferies Financial Group New York	$391M	+$70M	25	2.57%	Increased
670	Optiver Holding Amsterdam, Netherlands	$390M	+$363M	49	0.11%	Increased
671	WesBanco Bank Wheeling, West Virginia	$389M	-$13.9M	9	9.67%	Reduced
672	Coldstream Capital Management Bellevue, Washington	$388M	-$26.7M	23	4.85%	Reduced
673	VARA Value Aligned Research Advisors Princeton, New Jersey	$387M	+$407M	1	0.97%	Increased
674	Cannell & Spears New York	$387M	+$1.93M	12	6.89%	Increased
675	New Mexico Educational Retirement Board Santa Fe, New Mexico	$387M	+$27.8M	18	9.72%	Increased