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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	Marshall Wace Asia Central, Hong Kong	$97.7M	-$130M	4	3.59%	Reduced
677	HI Honeywell International Charlotte, North Carolina	$97.2M	+$3.18M	4	6.42%	Increased
678	Alta Capital Management Salt Lake City, Utah	$96.6M	-$4.94M	3	6.26%	Reduced
679	Oppenheimer Asset Management New York	$96.2M	-$681K	30	2.38%	Reduced
680	Inverness Counsel New York	$96M	+$12.3M	3	6.43%	Increased
681	Mairs & Power Inc St Paul, Minnesota	$95.6M	+$2.53M	4	1.29%	Increased
682	Salem Investment Counselors Winston Salem, North Carolina	$94.3M	+$223K	4	11.88%	Increased
683	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$93.7M	-$41.2M	4	63.24%	Reduced
684	FCI Financial Counselors Inc Overland Park, Kansas	$93.5M	+$4.51M	9	4.6%	Increased
685	PDT Partners New York	$93.2M	-$3.62M	11	5.21%	Reduced
686	Varma Mutual Pension Insurance Co Helsinki, Finland	$93.1M	-$19.5M	1	4.42%	Reduced
687	Nippon Life Global Investors Americas New York	$93M	+$1.66M	3	8.04%	Increased
688	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$92.7M	-$12.2M	4	0.18%	Reduced
689	6CM 683 Capital Management New York	$92.2M	+$13.4M	2	5.59%	Increased
690	Park West Asset Management San Francisco, California	$91.5M	+$10.9M	3	4.52%	Increased
691	Cambiar Investors Denver, Colorado	$91M	+$3.13M	5	2.06%	Increased
692	Douglass Winthrop Advisors New York	$90.9M	+$4.98M	5	4.52%	Increased
693	Picton Mahoney Asset Management Toronto, Ontario, Canada	$90.9M	+$6.09M	7	8.13%	Increased
694	IHL Investment House LLC Redondo Beach, California	$90.4M	-$3.4M	8	11.27%	Reduced
695	Dorsal Capital Management Redwood City, California	$90.1M	+$28.4M	1	6.3%	Increased
696	Todd Asset Management Louisville, Kentucky	$89.9M	-$9.6M	5	2.88%	Reduced
697	ExodusPoint Capital Management New York	$89.9M	+$97.9M	6	6.33%	New
698	CAS Investment Partners Westport, Connecticut	$89.8M	+$4.7M	2	34.09%	Increased
699	Westside Investment Management Santa Monica, California	$89.5M	+$13.1M	13	32.77%	Increased
700	Moore Capital Management New York	$88.9M	-$112M	3	3.52%	Reduced