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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	Prospera Financial Services Dallas, Texas	$330M	+$24.3M	16	7.7%	Increased
677	HighPoint Advisor Group Downers Grove, Illinois	$330M	+$5.72M	16	17.92%	Increased
678	IHL Investment House LLC Redondo Beach, California	$330M	+$1.05M	15	17.94%	Increased
679	FCM Fernbridge Capital Management Los Angeles, California	$329M	+$130M	3	17.26%	Increased
680	Tudor Investment Corp Stamford, Connecticut	$328M	+$137M	32	1.25%	Increased
681	MG Meritage Group San Francisco, California	$326M	$0	1	7.77%	Maintained
682	New Mexico Educational Retirement Board Santa Fe, New Mexico	$326M	+$3.79M	15	10.95%	Increased
683	NIM Northeast Investment Management Boston, Massachusetts	$326M	-$3.58M	7	14.45%	Reduced
684	FFM Fisher Funds Management Auckland, New Zealand	$325M	+$304M	4	7.84%	New
685	Soros Fund Management New York	$325M	-$17M	7	4.89%	Reduced
686	Gabelli Funds Rye, New York	$325M	-$23.3M	18	2.44%	Reduced
687	Kinetic Partners Management Miami, Florida	$325M	-$114M	6	21.37%	Reduced
688	SCM Spyglass Capital Management San Francisco, California	$323M	+$38.9M	4	18.18%	Increased
689	RWA Wealth Partners Newton, Massachusetts	$323M	-$5.12M	12	3.98%	Reduced
690	Profund Advisors Bethesda, Maryland	$323M	+$24.7M	26	11.78%	Increased
691	Allianz Munich, Germany	$320M	+$5.75M	17	8.31%	Increased
692	Tokio Marine Asset Management Tokyo, Japan	$319M	+$30.7M	14	11.34%	Increased
693	Capital International Sarl Los Angeles, California	$319M	+$43.7M	13	7.36%	Increased
694	Carnegie Investment Counsel Pepper Pike, Ohio	$317M	+$11M	8	9.11%	Increased
695	OFI Invest Asset Management Paris, France	$316M	+$312M	10	7.47%	New
696	NZS Capital Denver, Colorado	$316M	-$16.5M	9	13.43%	Reduced
697	Heritage Investors Management Corp Bethesda, Maryland	$315M	+$523K	5	10.17%	Increased
698	Bailard Foster City, California	$315M	+$13.5M	18	8.05%	Increased
699	ROIC Route One Investment Company San Francisco, California	$315M	-$21.6M	1	12.3%	Reduced
700	SteelPeak Wealth Woodland Hills, California	$314M	+$2.15M	10	12.76%	Increased