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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
676	New Mountain Vantage Advisers New York	$56.8M	+$12.7M	1	2.82%	Increased
677	Brighton Jones LLC Seattle, Washington	$56.5M	+$1.1M	4	12.93%	Increased
678	OFI Advisors Philadelphia, Pennsylvania	$56.4M	+$1.12M	19	4.58%	Increased
679	Chas P. Smith & Associates (CPS) Lakeland, Florida	$56.3M	+$39.4M	2	4.35%	Increased
680	Baring International Investment London, United Kingdom	$56.3M	-$22.9M	3	3.07%	Reduced
681	Canyon Capital Advisors Dallas, Texas	$56.3M	+$42.3K	1	5.67%	Increased
682	HCMT Highland Capital Management (Texas) Dallas, Texas	$56.3M	+$33.6M	3	3.07%	Increased
683	UMB Bank Kansas City, Missouri	$56.2M	+$1.22M	7	3.08%	Increased
684	Third Point New York	$56.1M	+$23.6M	1	0.97%	Increased
685	RGI River Global Investors London, United Kingdom	$56M	+$28.2M	3	13.86%	Increased
686	HCS Harvest Capital Strategies San Francisco, California	$56M	-$803K	2	6.59%	Reduced
687	Impax Asset Management Portsmouth, New Hampshire	$55.8M	+$521K	4	3.54%	Increased
688	UBS O'Connor Chicago, Illinois	$55.7M	-$16.3M	4	1.02%	Reduced
689	GACM Green Arrow Capital Management New York	$55.5M	+$31.6M	4	3.91%	Increased
690	SFM Systematic Financial Management Teaneck, New Jersey	$54.9M	-$11.9M	5	0.4%	Reduced
691	HS Huntington Steele Oaks, Pennsylvania	$54.8M	+$899K	2	24.66%	Increased
692	Alta Capital Management Salt Lake City, Utah	$54.8M	+$1.77M	2	5.62%	Increased
693	Northeast Investment Management Boston, Massachusetts	$54.6M	+$107K	5	6.11%	Increased
694	Zacks Investment Management Chicago, Illinois	$54.1M	+$7.72M	12	2.13%	Increased
695	Veritable Wilmington, Delaware	$54M	-$5.43M	10	1.18%	Reduced
696	DM Diker Management New York	$53.4M	+$1.76M	2	12.3%	Increased
697	FCM Force Capital Management New York	$53.2M	+$22.4M	2	5.66%	Increased
698	Silvercrest Asset Management New York	$52.9M	-$414K	5	0.88%	Reduced
699	Calvert Investment Management Bethesda, Maryland	$52.9M	+$32.1M	4	3.86%	Increased
700	TAM Telemark Asset Management Boston, Massachusetts	$52.8M	+$10.3M	3	13.09%	Increased