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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	RWWM Inc Rocklin, California	$175M	+$34.9M	2	25.11%	Increased
677	CK Cohen Klingenstein New York	$175M	-$199K	7	9.28%	Reduced
678	MassMutual Private Wealth & Trust Windsor, Connecticut	$175M	+$1.23M	26	7.94%	Increased
679	JGC J. Goldman & Co New York	$175M	+$55.4M	25	8.35%	Increased
680	IFP Advisors Tampa, Florida	$175M	+$8.88M	92	4.55%	Increased
681	Advisory Services Network Atlanta, Georgia	$175M	-$186K	18	6.17%	Reduced
682	O'Shaughnessy Asset Management Stamford, Connecticut	$172M	+$39M	24	3.23%	Increased
683	Antipodes Partners Royal Exchange, Australia	$172M	+$35.2M	5	6.9%	Increased
684	APA American Portfolios Advisors Holbrook, New York	$172M	+$1.32M	67	7.28%	Increased
685	Liontrust Investment Partners London, United Kingdom	$172M	-$45M	13	2.74%	Reduced
686	Destination Wealth Management Walnut Creek, California	$171M	-$1.64M	3	7.21%	Reduced
687	Profund Advisors Bethesda, Maryland	$170M	-$10.3M	24	12.25%	Reduced
688	Associated Banc-Corp Green Bay, Wisconsin	$169M	-$2.78M	5	7.83%	Reduced
689	Kestra Private Wealth Services Austin, Texas	$169M	+$1.9M	14	9.8%	Increased
690	Iconiq Capital San Francisco, California	$169M	-$88.3M	9	2.09%	Reduced
691	Laird Norton Wetherby Wealth Management San Francisco, California	$168M	+$2.18M	24	11.81%	Increased
692	TC TownSquare Capital Provo, Utah	$167M	+$2.87M	20	4.79%	Increased
693	SteelPeak Wealth Woodland Hills, California	$167M	-$35.9M	10	12.45%	Reduced
694	Ashfield Capital Partners San Francisco, California	$167M	-$1.36M	6	14.02%	Reduced
695	Eventide Asset Management Boston, Massachusetts	$166M	+$14.1M	3	3.27%	Increased
696	Coliseum Capital Management Rowayton, Connecticut	$165M	-$301K	1	13.48%	Reduced
697	FG Foundry Group Boulder, Colorado	$165M	-$72.7M	2	79.16%	Reduced
698	Bailard Foster City, California	$165M	-$1000K	13	6.84%	Reduced
699	Woodline Partners San Francisco, California	$165M	+$98.2M	17	2.31%	Increased
700	Birch Hill Investment Advisors Boston, Massachusetts	$165M	-$7.11M	6	11.15%	Reduced