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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	Douglass Winthrop Advisors New York	$71M	+$613K	4	4.79%	Increased
677	Walleye Trading New York	$70.7M	+$26.3M	25	0.5%	Increased
678	Heritage Investors Management Corp Bethesda, Maryland	$70.3M	-$609K	4	4.98%	Reduced
679	MI Markston International White Plains, New York	$70.1M	-$5.42M	6	6.65%	Reduced
680	Capital International Los Angeles, California	$69.9M	+$7.63M	4	4.89%	Increased
681	Pinnacle Associates New York	$69.6M	-$1.08M	8	1.4%	Reduced
682	KB Kimelman & Baird New York	$69.3M	-$1.75M	6	11.62%	Reduced
683	ACP Ashfield Capital Partners San Francisco, California	$69.2M	-$13.5M	5	6.77%	Reduced
684	HBK Investments Dallas, Texas	$69.1M	-$117M	11	0.67%	Reduced
685	Findlay Park Partners London, United Kingdom	$69.1M	+$67.9M	1	0.84%	New
686	TCM Twin Capital Management Mcmurray, Pennsylvania	$68.7M	-$3.16M	4	4.42%	Reduced
687	SIM Summitview Investment Management Grand Cayman, Cayman Islands	$68.2M	+$33.7M	4	62.22%	Increased
688	Alpha Wave Global New York	$68M	+$15.2M	2	7.19%	Increased
689	TCM TCS Capital Management New York	$67.3M	+$2.2M	7	36.94%	Increased
690	BPI Battery Partners IX Boston, Massachusetts	$67.2M	$0	1	41.27%	Maintained
691	Gofen & Glossberg Chicago, Illinois	$67.2M	+$688K	9	2.75%	Increased
692	Perkins Investment Management Chicago, Illinois	$67.1M	+$31.7M	2	0.86%	Increased
693	Mariner Overland Park, Kansas	$67M	+$8.02M	5	3.09%	Increased
694	First Allied Advisory Services San Diego, California	$66.9M	+$1.39M	7	3.38%	Increased
695	NMC NEA Management Company Timonium, Maryland	$66.7M	$0	1	2.65%	Maintained
696	NSCM New South Capital Management Memphis, Tennessee	$66.6M	+$1.07M	1	1.59%	Increased
697	FCIM Fairview Capital Investment Management Greenbrae, California	$66.3M	-$382K	4	4.92%	Reduced
698	IAM Impax Asset Management Portsmouth, New Hampshire	$66M	-$6.92M	3	3.76%	Reduced
699	RHJA Rice Hall James & Associates San Diego, California	$65.9M	+$1.73M	11	3.32%	Increased
700	RG Renaissance Group Covington, Kentucky	$65.7M	-$2.42M	7	2.66%	Reduced