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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	OC Oakmont Corp Los Angeles, California	$88.8M	-$1.49M	1	13.96%	Reduced
702	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$88.7M	+$7.79M	6	9.3%	Increased
703	WAM WT Asset Management Hong Kong	$88.6M	+$94M	4	52.08%	New
704	Granahan Investment Management Waltham, Massachusetts	$88.5M	+$8.09M	4	6.26%	Increased
705	JAFL Jay A. Fishman Ltd Troy, Michigan	$87.5M	+$1.11M	2	18.95%	Increased
706	WMC Westwood Management Corporation Chicago, Illinois	$87.1M	-$3.59M	3	13.81%	Reduced
707	IC InterOcean Capital Chicago, Illinois	$86.9M	+$14.2M	6	9.2%	Increased
708	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$86.7M	-$12M	16	4.92%	Reduced
709	RCM Riverhead Capital Management Wilmington, Delaware	$86.3M	-$2.57M	24	3.88%	Reduced
710	Antipodes Partners Royal Exchange, Australia	$86.2M	-$21.4M	2	4.26%	Reduced
711	Madison Investment Holdings Madison, Wisconsin	$86M	+$24.1M	4	1.74%	Increased
712	Eventide Asset Management Boston, Massachusetts	$85.2M	+$22M	3	3.77%	Increased
713	MCM McKinley Capital Management Anchorage, Alaska	$85.2M	-$14M	7	6.92%	Reduced
714	Capital International Inc Los Angeles, California	$85M	-$24.5M	6	11.62%	Reduced
715	Mariner Independent Advisor Network Overland Park, Kansas	$84.9M	+$54.4M	7	7.56%	Increased
716	MIS Morningstar Investment Services Chicago, Illinois	$84.8M	+$11.2M	6	1.66%	Increased
717	GEM Global Endowment Management Charlotte, North Carolina	$84.4M	+$28.5M	5	18.03%	Increased
718	BCMNY Buckingham Capital Management (New York) New York	$84.2M	-$14.8M	6	12.69%	Reduced
719	T TOBAM Paris, France	$83.7M	-$5.45M	7	4.03%	Reduced
720	Associated Banc-Corp Green Bay, Wisconsin	$83.6M	-$3.04M	5	5.45%	Reduced
721	Clark Capital Management Group Philadelphia, Pennsylvania	$83M	-$19.7M	5	2.23%	Reduced
722	RG Riverstone Group Richmond, Virginia	$82.9M	$0	2	100%	Maintained
723	CG Cutler Group San Francisco, California	$82.7M	+$11.7M	44	7.85%	Increased
724	Ameritas Investment Partners Lincoln, Nebraska	$82.6M	-$2.73M	39	4.5%	Reduced
725	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$82.4M	-$11.8M	6	12.96%	Reduced