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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	Granahan Investment Management Waltham, Massachusetts	$58.9M	-$11.3M	3	1.72%	Reduced
677	CAM Cacti Asset Management Atlanta, Georgia	$58.2M	+$17.6M	3	7.15%	Increased
678	Bridgewater Associates Westport, Connecticut	$58M	+$22M	4	0.44%	Increased
679	Ameritas Investment Partners Lincoln, Nebraska	$58M	-$3.1M	10	4.17%	Reduced
680	Ingalls & Snyder LLC New York	$57.4M	-$4.69M	9	2.82%	Reduced
681	Meag Munich Ergo Munich, Germany	$57.3M	+$1.39M	5	2.5%	Increased
682	OAM Oxford Asset Management Oxford, United Kingdom	$57.2M	-$45.3M	9	1.86%	Reduced
683	AWCI Alpine Woods Capital Investors Purchase, New York	$57.1M	+$3.56M	4	1.48%	Increased
684	SRFM Shannon River Fund Management New York	$56.6M	-$9.95M	1	2.94%	Reduced
685	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$56.4M	-$28.7K	11	1.78%	Reduced
686	Daiwa Securities Group Tokyo, Japan	$56.3M	+$19.6M	11	0.42%	Increased
687	Ferguson Wellman Capital Management Portland, Oregon	$56.1M	+$1.81M	4	2.37%	Increased
688	BA Boston Advisors Boston, Massachusetts	$55.4M	-$15.3M	4	2.37%	Reduced
689	SL Summitry LLC Foster City, California	$55.4M	+$769K	4	7.04%	Increased
690	Sumitomo Life Insurance Tokyo, Japan	$55.1M	-$6.7M	6	5.26%	Reduced
691	NA Navellier & Associates Reno, Nevada	$55M	-$9.56M	7	2.49%	Reduced
692	Braun Stacey Associates New York	$55M	+$2.18M	2	3.27%	Increased
693	Gofen & Glossberg Chicago, Illinois	$54.8M	+$1.28M	9	2.42%	Increased
694	ACM Argent Capital Management St Louis, Missouri	$54.5M	-$496K	4	2.89%	Reduced
695	ACM Aviance Capital Management Sarasota, Florida	$54.3M	+$21.6M	4	2.31%	Increased
696	Waverton Investment Management London, United Kingdom	$54M	-$44.8M	5	3.53%	Reduced
697	THSP Taube Hodson Stonex Partners London, United Kingdom	$53.9M	+$52.8M	1	4.68%	New
698	GCM Glynn Capital Management Menlo Park, California	$53.9M	+$20.3M	4	17.4%	Increased
699	Capital International Los Angeles, California	$53.7M	-$980K	4	3.32%	Reduced
700	Check Capital Management Costa Mesa, California	$53.6M	+$1.01M	2	5.29%	Increased