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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
701	PP Prospector Partners Guilford, Connecticut	$53.5M	+$8.95M	2	2.56%	Increased
702	Lombard Odier Asset Management (USA) New York	$53.4M	-$90.4M	3	2.81%	Reduced
703	Zweig-DiMenna Associates New York	$53.4M	+$6.35M	1	2.44%	Increased
704	Silvercrest Asset Management New York	$53M	+$450K	5	0.8%	Increased
705	Locust Wood Capital Advisers New York	$53M	-$5.93M	2	7.55%	Reduced
706	TI Turner Investments Berwyn, Pennsylvania	$52.9M	-$76.7M	5	2.34%	Reduced
707	CCM Cadence Capital Management Boston, Massachusetts	$52.7M	-$26.2M	8	2.53%	Reduced
708	RWC Asset Management London, United Kingdom	$52.6M	+$4.87M	7	4.69%	Increased
709	LS Investment Advisors Bloomfield Hills, Michigan	$52.5M	-$4.98M	10	4.47%	Reduced
710	Pinnacle Associates New York	$52.2M	-$2.47M	7	1.02%	Reduced
711	QI Qualcomm Inc San Diego, California	$52M	-$24.2M	5	2.96%	Reduced
712	Northeast Investment Management Boston, Massachusetts	$52M	-$200K	6	5.22%	Reduced
713	Palisade Capital Management Fort Lee, New Jersey	$51.7M	-$4.08M	4	1.25%	Reduced
714	RCIM Russell Clark Investment Management London, United Kingdom	$51.6M	+$3.97M	2	15.96%	Increased
715	WI WBI Investments Red Bank, New Jersey	$51.5M	-$101M	2	2.21%	Reduced
716	GAI General American Investors New York	$51.3M	$0	2	4.17%	Maintained
717	Cambridge Trust Cambridge, Massachusetts	$51.3M	+$3.53M	5	4.44%	Increased
718	GHA Garcia Hamilton & Associates Houston, Texas	$51M	+$184K	5	11.97%	Increased
719	PEAK6 Group Chicago, Illinois	$51M	+$5.15M	18	0.49%	Increased
720	AVC Arlington Value Capital Salt Lake City, Utah	$50.7M	-$5.16M	2	11.16%	Reduced
721	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$50.4M	$0	2	3.45%	Maintained
722	Fuller & Thaler Asset Management San Mateo, California	$50.4M	+$4.7M	8	2.13%	Increased
723	Thompson Siegel & Walmsley Richmond, Virginia	$50.3M	-$272K	10	0.98%	Reduced
724	Deerfield Management New York	$50.2M	+$41.7M	1	2.02%	Increased
725	Edgar Lomax Company Kingstowne, Virginia	$50.2M	+$106K	1	3.55%	Increased