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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	Cannell & Spears New York	$61.8M	-$4.08M	2	7.94%	Reduced
727	Group One Trading Chicago, Illinois	$61.8M	+$5.47M	26	0.6%	Increased
728	TSAM Trinity Street Asset Management London, United Kingdom	$61.6M	+$6.25M	1	9.58%	Increased
729	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$61M	-$73.9M	8	0.64%	Reduced
730	R.M. Davis Inc Portland, Maine	$60.4M	+$649K	4	2.89%	Increased
731	RIG Roosevelt Investment Group New York	$60.2M	-$5.14M	2	5.34%	Reduced
732	ZDA Zweig-DiMenna Associates New York	$60.1M	-$4.2M	7	4.32%	Reduced
733	CT Cambridge Trust Cambridge, Massachusetts	$60M	+$2.5M	5	4.22%	Increased
734	Sit Investment Associates Minneapolis, Minnesota	$59.9M	-$11.8M	6	1.57%	Reduced
735	CRCP Copper Rock Capital Partners Boston, Massachusetts	$59.6M	-$22.9M	3	3.82%	Reduced
736	GCP Garelick Capital Partners Boston, Massachusetts	$59.5M	+$43.1M	4	13.23%	Increased
737	FCA Florence Capital Advisors New York	$59.4M	+$58.2M	3	65.55%	New
738	Chilton Investment Company Stamford, Connecticut	$59.2M	+$5.4M	4	2.4%	Increased
739	DIA Denver Investment Advisors Denver, Colorado	$59.1M	-$5.07M	9	2.5%	Reduced
740	Todd Asset Management Louisville, Kentucky	$59M	-$2.52M	3	1.77%	Reduced
741	QIM Quest Investment Management Lake Oswego, Oregon	$59M	+$13.8M	4	7.53%	Increased
742	GEM Global Endowment Management Charlotte, North Carolina	$58.7M	+$2.37M	7	9.11%	Increased
743	NIMI Natixis Investment Managers International Paris, France	$58.4M	+$8.21M	5	5.51%	Increased
744	ASI All-Stars Investment Hong Kong	$57.8M	$0	4	50.03%	Maintained
745	RA Rovida Advisors Fort Lauderdale, Florida	$57.6M	+$60.2M	1	12.81%	New
746	Picton Mahoney Asset Management Toronto, Ontario, Canada	$57.4M	-$49.2M	5	4.71%	Reduced
747	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$57.3M	+$34.2M	6	0.65%	Increased
748	TPC Tiger Pacific Capital New York	$57.1M	-$12.3M	5	49.16%	Reduced
749	PAM Pagoda Asset Management New York	$56.9M	-$2.7M	3	18.88%	Reduced
750	MIS Morningstar Investment Services Chicago, Illinois	$56.8M	-$12.1M	4	1.86%	Reduced