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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	Crawford Investment Counsel Atlanta, Georgia	$246M	+$1.37M	6	5.03%	Increased
677	Close Asset Management London, United Kingdom	$246M	-$3.48M	6	12%	Reduced
678	APGDR Absoluto Partners Gestao de Recursos Leblon, Rio De Janeiro, Rj, Brazil	$246M	-$87.9M	5	48.04%	Reduced
679	EdgePoint Investment Group Toronto, Ontario, Canada	$244M	+$32.8M	1	1.89%	Increased
680	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$244M	-$73.4M	7	25.33%	Reduced
681	Douglas Lane & Associates New York	$244M	+$67.8M	8	3.49%	Increased
682	FFA First Foundation Advisors Irvine, California	$244M	+$62M	11	9.09%	Increased
683	GC Gobi Capital San Francisco, California	$243M	-$1.17M	2	12.87%	Reduced
684	Frontier Capital Management Boston, Massachusetts	$242M	+$154M	7	1.9%	Increased
685	OA Oak Associates Akron, Ohio	$242M	-$571K	5	13.76%	Reduced
686	AGFIA Accel Growth Fund IV Associates Palo Alto, California	$241M	+$230M	1	21.77%	Increased
687	VCM Valiant Capital Management San Francisco, California	$241M	-$13.8M	4	22.66%	Reduced
688	UH Unigestion Holding Geneva, Switzerland	$241M	-$30M	11	9.73%	Reduced
689	Anchor Capital Advisors Boston, Massachusetts	$241M	+$82.4M	8	5%	Increased
690	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$241M	-$18.6M	11	17.67%	Reduced
691	Sigma Planning Corp Ann Arbor, Michigan	$240M	+$1.85M	31	7.23%	Increased
692	BG Bollard Group Boston, Massachusetts	$240M	-$9.06M	9	7.87%	Reduced
693	Kentucky Retirement Systems Frankfort, Kentucky	$239M	+$1.52M	9	11.24%	Increased
694	Badgley Phelps Wealth Managers Seattle, Washington	$239M	+$250M	6	8.67%	New
695	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$238M	$0	1	2.71%	Maintained
696	WesBanco Bank Wheeling, West Virginia	$238M	-$4.69M	10	9.13%	Reduced
697	Alyeska Investment Group Chicago, Illinois	$238M	+$46.4M	23	2.94%	Increased
698	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$238M	+$23.9M	3	2.19%	Increased
699	NewEdge Advisors New Orleans, Louisiana	$238M	+$13.8M	22	5.87%	Increased
700	Gates Capital Management New York	$237M	+$115M	2	6.52%	Increased