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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	Illinois Municipal Retirement Fund Oak Brook, Illinois	$253M	+$39.7M	22	7.08%	Increased
702	DMC Deer Management Company Larchmont, New York	$253M	+$321M	3	6.49%	New
703	Gates Capital Management New York	$251M	-$76.2K	2	6.95%	Reduced
704	OA Oak Associates Akron, Ohio	$251M	-$3.91M	5	13.37%	Reduced
705	Washington Trust Westerly, Rhode Island	$250M	-$143M	19	9.39%	Reduced
706	Clark Capital Management Group Philadelphia, Pennsylvania	$250M	+$15.4M	5	3.07%	Increased
707	Barings Charlotte, North Carolina	$250M	-$346K	12	6.44%	Reduced
708	Edmond de Rothschild Holding Chambesy, Switzerland	$249M	-$76.4K	26	5.4%	Reduced
709	SP ShawSpring Partners Boston, Massachusetts	$249M	+$5.11M	2	30.76%	Increased
710	CT Cambridge Trust Cambridge, Massachusetts	$249M	+$7.72M	23	8.04%	Increased
711	BPIH Broad Peak Investment Holdings Singapore	$249M	+$43.1M	5	48.92%	Increased
712	III Independent Investors Inc Nesconset, New York	$249M	-$1.46M	3	53.1%	Reduced
713	CA Cornerstone Advisors Asheville, North Carolina	$248M	+$6.52M	5	13.46%	Increased
714	Douglas Lane & Associates New York	$247M	+$821K	8	3.29%	Increased
715	Birch Hill Investment Advisors Boston, Massachusetts	$246M	-$1.38M	6	12.18%	Reduced
716	SGAM Smith Group Asset Management Dallas, Texas	$246M	-$6.01M	6	11.29%	Reduced
717	Credit Agricole Montrouge Cedex, France	$246M	+$32.9M	21	3.92%	Increased
718	NVPX Norwest Venture Partners XII Palo Alto, California	$245M	+$298M	1	94.38%	New
719	Appaloosa LP Short Hills, New Jersey	$243M	-$166M	2	6.25%	Reduced
720	Glenview Trust Louisville, Kentucky	$243M	+$9.62M	8	8.04%	Increased
721	Heritage Investors Management Corp Bethesda, Maryland	$241M	+$646K	6	9.37%	Increased
722	Junto Capital Management New York	$241M	+$109M	3	6.19%	Increased
723	Hantz Financial Services Southfield, Michigan	$241M	+$21.3M	24	6.94%	Increased
724	MS Mizuho Securities Tokyo, Japan	$239M	+$2.98M	11	85.99%	Increased
725	SCM Somerset Capital Management London, United Kingdom	$238M	+$70.4M	5	27.87%	Increased