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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	MassMutual Private Wealth & Trust Windsor, Connecticut	$233M	-$1.77M	31	7.25%	Reduced
727	Bailard Foster City, California	$232M	+$1.15M	15	6.42%	Increased
728	Harvest Fund Management Beijing, China	$232M	+$45.1M	31	20.85%	Increased
729	Impax Asset Management Group London, United Kingdom	$232M	-$32.7M	7	0.89%	Reduced
730	Junto Capital Management New York	$232M	-$16.9M	4	5.13%	Reduced
731	Abrams Capital Management Boston, Massachusetts	$232M	$0	1	7.23%	Maintained
732	USAA United Services Automobile Association San Antonio, Texas	$231M	+$4.38M	13	5.69%	Increased
733	CRCM Cat Rock Capital Management Greenwich, Connecticut	$230M	+$203M	2	26.39%	New
734	OCBV Ownership Capital B.V. Amsterdam, Netherlands	$230M	-$16.5M	1	5.27%	Reduced
735	YL YCG LLC Austin, Texas	$229M	-$1.54M	4	18.21%	Reduced
736	Allianz Munich, Germany	$228M	+$227M	16	7.19%	New
737	TSS Two Sigma Securities New York	$227M	-$195M	44	2.19%	Reduced
738	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$226M	+$10.5M	17	4.38%	Increased
739	Associated Banc-Corp Green Bay, Wisconsin	$226M	+$1.43M	5	7.16%	Increased
740	CM Cercano Management Bellevue, Washington	$226M	+$73.2M	4	6.28%	Increased
741	GC GMT Capital Atlanta, Georgia	$225M	-$38.4M	2	8.87%	Reduced
742	Antipodes Partners Royal Exchange, Australia	$225M	-$21.1M	7	7.11%	Reduced
743	Sigma Planning Corp Ann Arbor, Michigan	$224M	+$142M	15	7.05%	Increased
744	Kohlberg Kravis Roberts & Co New York	$224M	-$50.7M	2	5.78%	Reduced
745	WI Wafra Inc New York	$223M	-$1.36M	3	11.67%	Reduced
746	Laird Norton Wetherby Wealth Management San Francisco, California	$222M	+$3.34M	23	10.59%	Increased
747	TCIM TOMS Capital Investment Management New York	$222M	+$209M	2	9.3%	New
748	TCG Tremblant Capital Group West Palm Beach, Florida	$222M	-$3.67M	6	23.96%	Reduced
749	PAM Pinpoint Asset Management Hong Kong	$222M	+$3.33M	10	35.6%	Increased
750	Kodai Capital Management Chicago, Illinois	$221M	+$39.2M	8	5.17%	Increased