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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	Parallel Advisors San Francisco, California	$345M	+$2.9M	71	6.89%	Increased
652	Mesirow Financial Investment Management Chicago, Illinois	$345M	-$7.76M	12	6.72%	Reduced
653	GIG Goodnow Investment Group Darien, Connecticut	$344M	-$5.56M	6	32.07%	Reduced
654	Choreo LLC Rockford, Illinois	$344M	+$7.27M	27	4.79%	Increased
655	Commerzbank Aktiengesellschaft Frankfurt, Germany	$342M	-$15.8M	12	7.85%	Reduced
656	WesBanco Bank Wheeling, West Virginia	$342M	+$23.8M	13	10.14%	Increased
657	HRT Financial New York	$341M	-$119M	39	1.5%	Reduced
658	Gulf International Bank (UK) London, United Kingdom	$339M	-$38.8M	22	12.01%	Reduced
659	Cannell & Spears New York	$339M	-$5.46M	9	6.85%	Reduced
660	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$339M	+$19.5M	4	7.53%	Increased
661	South Dakota Investment Council Sioux Falls, South Dakota	$338M	+$2.74M	9	6.49%	Increased
662	Busey Bank Urbana, Illinois	$338M	-$13.6M	6	10.3%	Reduced
663	SL SOF Ltd George Town, Cayman Islands	$336M	$0	1	100%	Maintained
664	Voyager Global Management New York	$335M	-$63.1M	1	12.01%	Reduced
665	MFAM Motley Fool Asset Management Alexandria, Virginia	$334M	+$23M	16	15.42%	Increased
666	Allianz Munich, Germany	$333M	+$18.5M	17	7.87%	Increased
667	Maryland State Retirement & Pension System Baltimore, Maryland	$332M	+$12.1M	30	7.27%	Increased
668	Marsico Capital Management Denver, Colorado	$331M	-$111M	5	8.99%	Reduced
669	Construction & Building Unions Superannuation Fund Melbourne, Australia	$329M	-$40.7M	9	12.72%	Reduced
670	PGP Prescott General Partners Boca Raton, Florida	$329M	$0	3	23.11%	Maintained
671	Edmond de Rothschild Holding Chambesy, Switzerland	$329M	-$39.4M	18	5.25%	Reduced
672	Carnegie Investment Counsel Pepper Pike, Ohio	$329M	+$7.49M	10	6.61%	Increased
673	MetLife Investment Management Whippany, New Jersey	$329M	-$1.55B	60	1.93%	Reduced
674	CCM Candlestick Capital Management Greenwich, Connecticut	$328M	+$72.6M	4	6.27%	Increased
675	AAM Arohi Asset Management Singapore	$327M	+$51.5M	2	87.9%	Increased