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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
726	PFM Parsec Financial Management Asheville, North Carolina	$50M	+$355K	5	5.47%	Increased
727	HCMT Highland Capital Management (Texas) Dallas, Texas	$50M	-$11.6M	2	1.84%	Reduced
728	SRS Investment Management New York	$50M	+$45.7M	2	2.05%	New
729	WesBanco Bank Wheeling, West Virginia	$49.9M	-$2.32M	6	2.79%	Reduced
730	IHL Investment House LLC Redondo Beach, California	$49.9M	-$339K	6	8.55%	Reduced
731	Cincinnati Insurance Fairfield, Ohio	$49.7M	$0	2	1.79%	Maintained
732	Salem Investment Counselors Winston Salem, North Carolina	$49.6M	+$290K	3	6.02%	Increased
733	Philadelphia Trust Company Philadelphia, Pennsylvania	$49.6M	-$1.15M	2	3.08%	Reduced
734	Eastern Bank Boston, Massachusetts	$49.5M	-$4.82M	8	4.01%	Reduced
735	HCS Harvest Capital Strategies San Francisco, California	$49.5M	-$2.87M	3	2.66%	Reduced
736	Canyon Capital Advisors Dallas, Texas	$49.3M	-$32.1M	1	1.94%	Reduced
737	WEC White Elm Capital Greenwich, Connecticut	$49.3M	-$3.63M	1	4.06%	Reduced
738	Jay A. Fishman Ltd Troy, Michigan	$49.1M	-$1.19M	1	10.56%	Reduced
739	TI Tyrian Investments New York	$49.1M	-$34.7M	2	6.09%	Reduced
740	Brighton Jones LLC Seattle, Washington	$48.5M	+$755K	4	10.96%	Increased
741	AFG American Financial Group Cincinnati, Ohio	$48.4M	+$9.8M	3	3.95%	Increased
742	Chilton Capital Management Houston, Texas	$48.4M	-$806K	3	4.72%	Reduced
743	Carson Wealth (CWM LLC) Omaha, Nebraska	$48.4M	+$8.37M	5	8.66%	Increased
744	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$48.2M	+$44.6M	9	5.34%	New
745	AMI Asset Management Los Angeles, California	$48M	-$299K	2	4.77%	Reduced
746	CAM Centre Asset Management New York	$47.8M	-$1.58M	2	7.2%	Reduced
747	Bartlett & Co Cincinnati, Ohio	$47.8M	-$487K	5	2.3%	Reduced
748	Whitebox Advisors Minneapolis, Minnesota	$47.8M	+$9.1M	5	1.88%	Increased
749	ID Integral Derivatives New York	$47.7M	-$20.6M	6	0.83%	Reduced
750	QS Investors New York	$47.1M	+$13.2M	7	1.26%	Increased