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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	Eagle Global Advisors Houston, Texas	$308M	-$12.9M	7	12.7%	Reduced
677	Prospera Financial Services Dallas, Texas	$308M	+$10.4M	16	7.08%	Increased
678	Cooke & Bieler Philadelphia, Pennsylvania	$307M	-$8.22M	1	3.07%	Reduced
679	Maryland State Retirement & Pension System Baltimore, Maryland	$307M	-$35.9M	27	7.3%	Reduced
680	Atria Investments Charlotte, North Carolina	$307M	-$11.7M	25	3.93%	Reduced
681	FFM Fisher Funds Management Auckland, New Zealand	$306M	+$24.9M	4	7.42%	Increased
682	Modera Wealth Management Westwood, New Jersey	$306M	-$8.21M	11	4.14%	Reduced
683	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$304M	+$47.2M	1	16.13%	Increased
684	HCS Himension Capital (Singapore) Singapore	$304M	-$112M	5	25.94%	Reduced
685	IHL Investment House LLC Redondo Beach, California	$303M	-$2.6M	16	17.25%	Reduced
686	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$301M	+$132M	3	7.1%	Increased
687	ASI All-Stars Investment Hong Kong	$301M	+$6.2M	2	92.77%	Increased
688	SEP Soma Equity Partners San Francisco, California	$300M	-$39.1M	3	17.54%	Reduced
689	Allianz Munich, Germany	$300M	+$12.2M	19	7.99%	Increased
690	Tokio Marine Asset Management Tokyo, Japan	$299M	+$11.2M	14	10.85%	Increased
691	TC Triata Capital Hong Kong	$298M	+$168M	6	67.31%	Increased
692	Generali Asset Management Trieste, Italy	$297M	-$10.2M	17	7.32%	Reduced
693	SL SOF Ltd George Town, Cayman Islands	$297M	$0	1	100%	Maintained
694	BCM Brown Capital Management Baltimore, Maryland	$297M	-$12M	9	8.95%	Reduced
695	CA Cornerstone Advisors Asheville, North Carolina	$295M	-$1.8M	6	12.72%	Reduced
696	BNP Paribas Paris, France	$295M	+$9.87M	12	12.22%	Increased
697	Sterling Capital Management Charlotte, North Carolina	$294M	-$24.9M	68	4.57%	Reduced
698	Baker Avenue Asset Management San Francisco, California	$294M	+$23.8M	11	9.21%	Increased
699	Pzena Investment Management New York	$294M	+$27.6M	4	1.03%	Increased
700	Covea Finance Paris, France	$294M	+$22.7M	3	13.48%	Increased