← All themes

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	CC Crosslink Capital Menlo Park, California	$65.5M	+$1.69M	3	10.5%	Increased
702	WesBanco Bank Wheeling, West Virginia	$65.5M	+$1.66M	8	3.74%	Increased
703	BUB BBVA USA Bancshares Houston, Texas	$65.4M	-$879K	12	4.61%	Reduced
704	GPCM Greenbrier Partners Capital Management Dallas, Texas	$65.1M	+$3.92M	2	16.39%	Increased
705	TU TDAM USA Toronto, Ontario, Canada	$65M	-$6.97M	6	3.41%	Reduced
706	Wilmington Savings Fund Society Wilmington, Delaware	$64.9M	-$1.01M	6	4.07%	Reduced
707	GCM Gabalex Capital Management New York	$64.8M	+$6.04M	3	21.88%	Increased
708	Miller Howard Investments Kingston, New York	$64.6M	-$3.44M	1	1.24%	Reduced
709	IHL Investment House LLC Redondo Beach, California	$64.4M	-$225K	7	9.81%	Reduced
710	DP Dearborn Partners Chicago, Illinois	$64.4M	+$1.42M	4	5.39%	Increased
711	Barings Charlotte, North Carolina	$63.7M	-$3.87M	11	1.6%	Reduced
712	Harvard Management Company Boston, Massachusetts	$63.7M	-$296K	6	9.71%	Reduced
713	HS Huntington Steele Oaks, Pennsylvania	$63.6M	-$72.8K	2	21.2%	Reduced
714	IFP Advisors Tampa, Florida	$63.6M	+$11M	36	3.07%	Increased
715	Nippon Life Global Investors Americas New York	$63.6M	+$200K	3	5.86%	Increased
716	GL GLG LLC New York	$63.3M	+$5.4M	8	4.37%	Increased
717	Salem Investment Counselors Winston Salem, North Carolina	$63M	+$7.98M	8	7.23%	Increased
718	AustralianSuper Melbourne, Australia	$62.8M	+$65.7M	1	10.01%	New
719	KM Kora Management Brooklyn, New York	$62.8M	-$8.15M	4	46.87%	Reduced
720	BIM Barton Investment Management West Conshohocken, Pennsylvania	$62.8M	+$5.05M	4	20.88%	Increased
721	HCM Hoplite Capital Management New York	$62.6M	-$38.1M	2	3.21%	Reduced
722	KCM Kensico Capital Management Greenwich, Connecticut	$62.5M	+$1.94M	1	1.08%	Increased
723	DAC Dividend Assets Capital Ridgeland, South Carolina	$62.4M	+$62.1M	3	2.19%	Increased
724	Cornerstone Investment Partners Atlanta, Georgia	$62.1M	-$1.63M	2	2.54%	Reduced
725	WestEnd Advisors Charlotte, North Carolina	$61.9M	-$8.56M	1	4.94%	Reduced