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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	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$75.8M	-$4.65M	11	1.79%	Reduced
652	Associated Banc-Corp Green Bay, Wisconsin	$75.5M	-$131K	5	4.96%	Reduced
653	Barings Charlotte, North Carolina	$75.2M	-$14.3M	12	2%	Reduced
654	Bradley Foster & Sargent Hartford, Connecticut	$75.2M	-$530K	7	3.49%	Reduced
655	Bank of Nova Scotia Toronto, Ontario, Canada	$75M	-$310M	9	0.46%	Reduced
656	VanEck Associates New York	$74.8M	-$38.9M	7	0.5%	Reduced
657	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$74.4M	-$3.37M	14	3.87%	Reduced
658	FCM Fairholme Capital Management South Miami, Florida	$74.4M	-$2.92M	1	4.5%	Reduced
659	PSCM Prince Street Capital Management New York	$74.3M	+$7.71M	2	15.06%	Increased
660	TCM TCS Capital Management New York	$74.2M	-$3.05M	7	38.85%	Reduced
661	CAM Cacti Asset Management Atlanta, Georgia	$73.9M	-$344K	3	7.95%	Reduced
662	Carlyle Group Washington, District of Columbia	$73.7M	$0	1	0.92%	Maintained
663	WCM Windward Capital Management Los Angeles, California	$72.7M	-$1.01M	3	14.17%	Reduced
664	People's United Financial Bridgeport, Connecticut	$72.7M	+$539K	10	3.85%	Increased
665	Shelton Capital Management Denver, Colorado	$72.7M	-$1.87M	10	6.58%	Reduced
666	Meag Munich Ergo Munich, Germany	$72.6M	-$15.7M	6	3.75%	Reduced
667	DM Diker Management New York	$72.2M	+$824K	4	27.44%	Increased
668	Chartwell Investment Partners Berywn, Pennsylvania	$71.7M	-$14.1M	4	1.35%	Reduced
669	Miller Howard Investments Kingston, New York	$71.6M	+$62.7M	2	1.33%	Increased
670	MP Makaira Partners La Jolla, California	$71.5M	$0	1	11.04%	Maintained
671	CC Cannell & Co New York	$71.4M	-$4.67M	4	2.56%	Reduced
672	MSI Financial Services Springfield, Massachusetts	$71.2M	+$5.97M	34	2.99%	Increased
673	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$70.9M	-$6.57M	2	2.17%	Reduced
674	SL Summitry LLC Foster City, California	$70.8M	+$9.52M	3	7.57%	Increased
675	London Company of Virginia Richmond, Virginia	$70.3M	+$38.5M	2	0.58%	Increased