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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	ASGS Alpha Square Group S New York	$268M	+$273M	4	54.14%	New
677	LSCM Light Street Capital Management Palo Alto, California	$268M	-$62.5M	5	16%	Reduced
678	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$264M	-$2.04M	19	7.61%	Reduced
679	People's United Financial Bridgeport, Connecticut	$264M	-$43.3M	12	6.34%	Reduced
680	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$263M	-$20.6M	10	17.58%	Reduced
681	Trillium Asset Management Boston, Massachusetts	$263M	+$4.11M	7	6.16%	Increased
682	WMIG White Mountains Insurance Group Hanover, New Hampshire	$262M	$0	1	100%	Maintained
683	Anchor Capital Advisors Boston, Massachusetts	$262M	-$1.45M	8	5.18%	Reduced
684	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$261M	+$21.6M	3	8.7%	Increased
685	MFWM Motley Fool Wealth Management Alexandria, Virginia	$261M	-$8.6M	6	11.36%	Reduced
686	Advisors Capital Management Ridgewood, New Jersey	$261M	+$37.1M	12	7.07%	Increased
687	WhitTier Trust Company Reno, Nevada	$260M	+$7.92M	22	9.48%	Increased
688	Hosking Partners London, United Kingdom	$259M	+$9.38M	6	6.26%	Increased
689	Advisory Services Network Atlanta, Georgia	$259M	-$2.48M	21	7.44%	Reduced
690	RegentAtlantic Capital Morristown, New Jersey	$258M	+$2.92M	13	7.2%	Increased
691	MVG Madrona Venture Group Seattle, Washington	$258M	-$10.8M	1	48.74%	Reduced
692	RP Regal Partners Sydney, NSW, Australia	$258M	-$13.6M	2	30.92%	Reduced
693	Mondrian Investment Partners London, United Kingdom	$258M	+$11.7M	4	5.09%	Increased
694	Hotchkis & Wiley Capital Management Los Angeles, California	$258M	+$3.93M	3	0.81%	Increased
695	WCM Windward Capital Management Los Angeles, California	$257M	+$141K	3	21.3%	Increased
696	Wedbush Securities Los Angeles, California	$257M	-$2.48M	25	11.07%	Reduced
697	AMF Tjänstepension Stockholm, Sweden	$256M	-$37.2M	7	1.75%	Reduced
698	Nippon Life Global Investors Americas New York	$255M	-$219K	6	12.05%	Reduced
699	Carnegie Investment Counsel Pepper Pike, Ohio	$254M	+$17.9M	9	8.37%	Increased
700	SteelPeak Wealth Woodland Hills, California	$254M	+$6.72M	13	14.35%	Increased