← 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	WAM WT Asset Management Hong Kong	$244M	+$6.85M	3	24.56%	Increased
702	Voyager Global Management New York	$244M	-$46.7M	1	11.77%	Reduced
703	ASI All-Stars Investment Hong Kong	$243M	$0	2	96.99%	Maintained
704	LT Lindsell Train London, United Kingdom	$243M	-$40.7M	2	5.11%	Reduced
705	Unisphere Establishment Vaduz, Liechtenstein	$243M	+$142M	4	2.46%	Increased
706	ACA Abdiel Capital Advisors New York	$243M	-$169M	1	15.19%	Reduced
707	Carnegie Investment Counsel Pepper Pike, Ohio	$242M	+$1.01M	8	7.54%	Increased
708	NZS Capital Denver, Colorado	$242M	+$20.6M	8	10.05%	Increased
709	CT Cambridge Trust Cambridge, Massachusetts	$241M	+$6.12M	8	9.11%	Increased
710	CC Cederberg Capital London, United Kingdom	$240M	-$46.4M	2	66.67%	Reduced
711	JCM JS Capital Management New York	$240M	-$57.7M	1	100%	Reduced
712	SteelPeak Wealth Woodland Hills, California	$240M	+$33.3M	9	12.08%	Increased
713	Gotham Asset Management New York	$240M	-$1.11M	32	3.62%	Reduced
714	First Financial Bankshares Abilene, Texas	$240M	+$1.17M	4	5.4%	Increased
715	CK Cohen Klingenstein New York	$239M	-$5.46K	6	8.91%	Reduced
716	Alpha Cubed Investments Irvine, California	$239M	+$19.4M	9	12.47%	Increased
717	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$238M	-$5.38M	16	6.43%	Reduced
718	Allworth Financial Folsom, California	$238M	+$39.4M	56	1.68%	Increased
719	PAMI Perseverance Asset Management International George Town, Cayman Islands	$237M	+$79.8M	6	42.76%	Increased
720	Heritage Investors Management Corp Bethesda, Maryland	$237M	-$1.43M	6	8.35%	Reduced
721	AC Avenir Corporation Alexandria, Virginia	$236M	-$6.54M	4	20.22%	Reduced
722	RWA Wealth Partners Newton, Massachusetts	$236M	-$67.7K	11	3.17%	Reduced
723	Destination Wealth Management Walnut Creek, California	$235M	+$1.23M	3	7.81%	Increased
724	PEAK6 Investments Chicago, Illinois	$235M	+$113M	32	0.61%	Increased
725	Braun Stacey Associates New York	$234M	-$10M	3	9.27%	Reduced