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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	TCA Taconic Capital Advisors New York	$63.8M	+$33.6M	2	2.79%	Increased
652	IG Ithaka Group Arlington, Virginia	$63.7M	+$6.78M	3	9.24%	Increased
653	WCM Investment Management Laguna Beach, California	$63.7M	+$27.8M	3	1.59%	Increased
654	R.M. Davis Inc Portland, Maine	$63.7M	+$4.4M	4	3.66%	Increased
655	MAMU Marathon Asset Management (UK) London, United Kingdom	$63.5M	-$30.9K	1	1.57%	Reduced
656	OA OFI Advisors Philadelphia, Pennsylvania	$63.4M	+$1.46M	19	4.55%	Increased
657	CIBC World Market Toronto, Ontario, Canada	$63.3M	+$6.21M	7	0.22%	Increased
658	AMI Amica Mutual Insurance Providence, Rhode Island	$63.1M	$0	5	4.97%	Maintained
659	OAM Origin Asset Management London, United Kingdom	$63.1M	+$17.8M	2	4.08%	Increased
660	Heritage Investors Management Corp Bethesda, Maryland	$62.8M	-$36.5K	4	5.06%	Reduced
661	ICP Indus Capital Partners New York	$62.7M	+$68.8M	2	9.19%	New
662	GPCM Greenbrier Partners Capital Management Dallas, Texas	$62.3M	-$2.2M	2	15.63%	Reduced
663	Cambridge Investment Research Advisors Fairfield, Iowa	$61.9M	+$1.91M	7	2.16%	Increased
664	CPM Chesapeake Partners Management Baltimore, Maryland	$61.8M	-$29.4M	4	1.86%	Reduced
665	HM HealthCor Management New York	$61.7M	$0	1	3.09%	Maintained
666	UMB Bank Kansas City, Missouri	$61.5M	-$2.29M	6	2.92%	Reduced
667	Barings Charlotte, North Carolina	$60.9M	+$2.27M	12	1.83%	Increased
668	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$60.8M	-$9.14M	3	6.23%	Reduced
669	DM Diker Management New York	$60.7M	-$776K	2	13.27%	Reduced
670	Cohen & Steers New York	$60.7M	-$40.3M	4	0.17%	Reduced
671	BPBT Boston Private Bank & Trust Boston, Massachusetts	$60.6M	+$8.97M	11	2.94%	Increased
672	Fundsmith LLP London, United Kingdom	$59.6M	+$61.6M	1	2.75%	New
673	AKRE Capital Management Middleburg, Virginia	$59.2M	+$2.98K	1	1.72%	Increased
674	PP PDT Partners New York	$59.2M	-$56.1M	20	1.58%	Reduced
675	FAM Foxhaven Asset Management Charlottesville, Virginia	$59.1M	-$4.5M	3	14.02%	Reduced