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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	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$104M	+$4.68M	1	54.62%	Increased
652	Bahl & Gaynor Cincinnati, Ohio	$104M	+$17.6M	6	1.11%	Increased
653	AA Ancient Art Austin, Texas	$103M	+$40.2M	4	20.77%	Increased
654	GHCM Glen Harbor Capital Management San Diego, California	$103M	+$6.36M	20	2.5%	Increased
655	Gofen & Glossberg Chicago, Illinois	$103M	-$71.3K	9	4.07%	Reduced
656	First Allied Advisory Services San Diego, California	$102M	-$4.89M	10	4.03%	Reduced
657	Bradley Foster & Sargent Hartford, Connecticut	$102M	-$12.5M	7	4.11%	Reduced
658	Winton Group London, United Kingdom	$102M	-$20.4M	18	2.19%	Reduced
659	Ingalls & Snyder LLC New York	$101M	+$1.85M	11	5.34%	Increased
660	Bridgeway Capital Management Houston, Texas	$101M	-$9.41M	23	1.34%	Reduced
661	Junto Capital Management New York	$101M	+$1.78M	3	7.05%	Increased
662	BA Boston Advisors Boston, Massachusetts	$101M	-$14.9M	10	5.81%	Reduced
663	KCM Kensico Capital Management Greenwich, Connecticut	$100M	-$32.9M	1	2.18%	Reduced
664	Mondrian Investment Partners London, United Kingdom	$100M	-$2.41M	3	3.68%	Reduced
665	Simplex Trading Chicago, Illinois	$100M	-$106M	34	0.29%	Reduced
666	WCM Windward Capital Management Los Angeles, California	$100M	-$330K	4	14.42%	Reduced
667	Vaughan Nelson Investment Management Houston, Texas	$99.5M	-$74.4M	3	1.42%	Reduced
668	CAM Cacti Asset Management Atlanta, Georgia	$98.7M	+$6.98K	2	8.66%	Increased
669	GAMCO Investors Greenwich, Connecticut	$98.6M	-$9.76M	14	0.83%	Reduced
670	NSRI New Silk Road Investment Singapore	$98.6M	-$7.7M	3	40.98%	Reduced
671	TCMV Technology Crossover Management VIII Menlo Park, California	$98.5M	+$30.2M	2	10.53%	Increased
672	IFM Investors Melbourne, Australia	$98.4M	+$10.4M	14	7.96%	Increased
673	Frontier Capital Management Boston, Massachusetts	$98.3M	-$28.5M	4	0.79%	Reduced
674	Veritas Asset Management London, United Kingdom	$98.3M	+$29.1M	1	0.91%	Increased
675	EC EMS Capital New York	$97.9M	-$41.6M	2	9.21%	Reduced