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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	ACGDR Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$271M	+$33.1M	3	33.01%	Increased
652	Metis Global Partners San Diego, California	$271M	-$2.57M	19	9.83%	Reduced
653	PGGM Investments Zeist, Netherlands	$270M	+$35.8M	10	3.92%	Increased
654	Kornitzer Capital Management Shawnee Mission, Kansas	$269M	+$812K	13	4.94%	Increased
655	LFDLE La Financiere de L'Echiquier Paris, France	$269M	-$4.19M	5	11.59%	Reduced
656	CCM Cadian Capital Management New York	$268M	+$62M	4	9.54%	Increased
657	Andra AP-fonden Goteborg, Sweden	$268M	+$150M	10	4.76%	Increased
658	WesBanco Bank Wheeling, West Virginia	$267M	+$87.1M	12	10.08%	Increased
659	TPG GP A Fort Worth, Texas	$267M	-$24.2M	3	5.11%	Reduced
660	ARGA Investment Management Stamford, Connecticut	$267M	+$73.9M	4	8.93%	Increased
661	RI RWWM Inc Rocklin, California	$266M	+$33.9M	2	28.68%	Increased
662	SL SOF Ltd George Town, Cayman Islands	$265M	$0	1	100%	Maintained
663	Avantax Advisory Services Dallas, Texas	$265M	+$10.3M	19	2.35%	Increased
664	RAA RWC Asset Advisors Miami, Florida	$264M	-$66.4M	4	20.75%	Reduced
665	HB Wealth Management Atlanta, Georgia	$264M	+$28.5M	17	3.33%	Increased
666	Profund Advisors Bethesda, Maryland	$264M	-$8.44M	24	10.28%	Reduced
667	Integrated Wealth Concepts Waltham, Massachusetts	$263M	+$10.6M	14	3.82%	Increased
668	Silvercrest Asset Management New York	$263M	+$12.2M	17	1.78%	Increased
669	IHL Investment House LLC Redondo Beach, California	$263M	+$19.9M	14	15.44%	Increased
670	SBLIC Security Benefit Life Insurance Company Topeka, Kansas	$263M	$0	1	80.65%	Maintained
671	Hancock Whitney Gulfport, Mississippi	$262M	+$19.8M	9	9.03%	Increased
672	Raymond James Trust St. Petersburg, Florida	$261M	-$1.46M	18	6.34%	Reduced
673	Construction & Building Unions Superannuation Fund Melbourne, Australia	$261M	+$7.42M	4	11.69%	Increased
674	LCM Logan Capital Management Newtown Square, Pennsylvania	$261M	-$4.26M	9	11.15%	Reduced
675	MIS Morningstar Investment Services Chicago, Illinois	$258M	-$258M	8	2.83%	Reduced