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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	Mercer Global Advisors Denver, Colorado	$136M	+$10.2M	12	3.21%	Increased
652	OC Oakmont Corp Los Angeles, California	$136M	+$36.4M	2	21.03%	Increased
653	HAM Honeycomb Asset Management New York	$135M	-$89.4M	3	17.4%	Reduced
654	Oppenheimer Asset Management New York	$135M	+$4.43M	30	3%	Increased
655	AAM Ardevora Asset Management London, United Kingdom	$135M	-$38.6M	5	3.76%	Reduced
656	HCM HMI Capital Management San Francisco, California	$135M	+$106M	1	16.73%	Increased
657	Ingalls & Snyder LLC New York	$135M	-$1.47M	12	6.58%	Reduced
658	SEP Soma Equity Partners San Francisco, California	$134M	-$104M	2	9.5%	Reduced
659	Seizert Capital Partners Birmingham, Michigan	$134M	-$147K	9	6.75%	Reduced
660	SC Strategy Capital Los Altos, California	$134M	+$53.1M	2	40.31%	Increased
661	Edmond de Rothschild Holding Chambesy, Switzerland	$133M	+$7.93M	15	5.32%	Increased
662	Bridgeway Capital Management Houston, Texas	$133M	-$8.48M	20	1.84%	Reduced
663	South Texas Money Management San Antonio, Texas	$133M	+$7.74M	10	5.61%	Increased
664	Becker Capital Management Portland, Oregon	$133M	-$4.27M	3	5.07%	Reduced
665	Altshuler Shaham Tel Aviv, Israel	$133M	+$12.1M	16	5.11%	Increased
666	SC Spinnaker Capital Boston, Massachusetts	$132M	-$35.2M	1	99.61%	Reduced
667	BTP Bloom Tree Partners New York	$132M	+$22.7M	3	12.56%	Increased
668	GC Greenvale Capital London, United Kingdom	$132M	-$16M	4	39.49%	Reduced
669	SIM Sentry Investment Management Stevens Point, Wisconsin	$132M	-$36.3K	10	8.61%	Reduced
670	AE Wealth Management Topeka, Kansas	$132M	+$5.69M	9	3.8%	Increased
671	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$132M	+$21M	7	2.36%	Increased
672	Schonfeld Strategic Advisors New York	$131M	+$7.17M	23	3.86%	Increased
673	Credit Agricole Montrouge Cedex, France	$131M	-$2.88M	15	6.35%	Reduced
674	OAM Oxford Asset Management Oxford, United Kingdom	$131M	-$15.8M	32	3.14%	Reduced
675	Crawford Investment Counsel Atlanta, Georgia	$131M	+$134K	5	3.62%	Increased