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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	Hardman Johnston Global Advisors Stamford, Connecticut	$280M	+$81M	6	7.56%	Increased
652	Tidal Investments Milwaukee, Wisconsin	$280M	+$150M	39	8.56%	Increased
653	FFA First Foundation Advisors Irvine, California	$280M	+$9.44M	11	9.61%	Increased
654	Hancock Whitney Gulfport, Mississippi	$279M	-$3.67M	7	8.78%	Reduced
655	Alyeska Investment Group Chicago, Illinois	$279M	+$44.9M	15	3.22%	Increased
656	Munro Partners Melbourne, Australia	$279M	+$68.2M	1	7.8%	Increased
657	Sigma Planning Corp Ann Arbor, Michigan	$279M	+$1.14M	24	7.77%	Increased
658	InterOcean Capital Group Nashville, Tennessee	$278M	+$9.95M	6	12.11%	Increased
659	Kovitz Investment Group Partners Chicago, Illinois	$278M	-$45.3M	7	6.54%	Reduced
660	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$276M	+$24.8M	5	36.9%	Increased
661	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$276M	+$73.3M	28	5.22%	Increased
662	LFDLE La Financiere de L'Echiquier Paris, France	$276M	+$37.9M	6	9.29%	Increased
663	NIM Northeast Investment Management Boston, Massachusetts	$275M	-$6.11M	7	13.43%	Reduced
664	AAM Ardevora Asset Management London, United Kingdom	$275M	+$78.8M	4	2.93%	Increased
665	Peregrine Capital Management Minneapolis, Minnesota	$275M	+$22.4M	6	5.51%	Increased
666	WesBanco Bank Wheeling, West Virginia	$275M	-$3.35M	9	9.91%	Reduced
667	Impax Asset Management Group London, United Kingdom	$274M	+$31.7M	9	1%	Increased
668	Badgley Phelps Wealth Managers Seattle, Washington	$273M	+$2.95M	5	8.89%	Increased
669	Valley Forge Capital Management Miami, Florida	$272M	+$2.74M	1	10.3%	Increased
670	Group One Trading Chicago, Illinois	$272M	+$44.3M	78	0.22%	Increased
671	PC Pelham Capital London, United Kingdom	$272M	-$23.5M	3	15.4%	Reduced
672	Crake Asset Management London, United Kingdom	$270M	+$135M	5	15.29%	Increased
673	Montrusco Bolton Investments Montreal, Quebec, Canada	$270M	-$77.4M	3	6.37%	Reduced
674	Jericho Capital Asset Management New York	$270M	-$137M	3	9.9%	Reduced
675	Braun Stacey Associates New York	$268M	+$1.97M	4	9.79%	Increased