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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	Heritage Investors Management Corp Bethesda, Maryland	$281M	-$1.41M	5	9.62%	Reduced
727	Mission Wealth Management Santa Barbara, California	$280M	+$39.5M	11	6.88%	Increased
728	First Financial Bankshares Abilene, Texas	$280M	+$11.7M	4	6.04%	Increased
729	Ancora Advisors Cleveland, Ohio	$279M	-$19.1M	22	6.23%	Reduced
730	Profund Advisors Bethesda, Maryland	$279M	-$21.7M	26	12.12%	Reduced
731	Castleark Management Chicago, Illinois	$278M	-$24.8M	4	9.65%	Reduced
732	Jump Financial Chicago, Illinois	$276M	+$64.9M	42	3.64%	Increased
733	SteelPeak Wealth Woodland Hills, California	$275M	-$3.02M	8	11.43%	Reduced
734	TP Theleme Partners London, United Kingdom	$273M	+$19.9M	2	21.47%	Increased
735	MFS Mirabella Financial Services London, United Kingdom	$273M	+$169M	10	11.13%	Increased
736	Cubist Systematic Strategies Stamford, Connecticut	$271M	+$2.06M	50	1.64%	Increased
737	Select Equity Group New York	$269M	-$275M	5	1.16%	Reduced
738	Equitable Holdings New York	$269M	+$20.1M	12	2.55%	Increased
739	CapitalatWork SA Auderghem,	$269M	+$33M	7	8.71%	Increased
740	TCMX Technology Crossover Management XI Menlo Park, California	$268M	$0	2	27.3%	Maintained
741	WCM Windward Capital Management Los Angeles, California	$268M	-$45.5M	3	23.09%	Reduced
742	Tower Research Capital (TRC) New York	$267M	-$209M	122	7.96%	Reduced
743	Concurrent Investment Advisors Tampa, Florida	$267M	+$61.5M	15	6.47%	Increased
744	Carnegie Investment Counsel Pepper Pike, Ohio	$266M	+$20.5M	11	6.32%	Increased
745	PCP Polunin Capital Partners London, United Kingdom	$266M	+$107M	5	53.8%	Increased
746	Destination Wealth Management Walnut Creek, California	$266M	-$9.01M	3	8.38%	Reduced
747	ACM Anomaly Capital Management New York	$264M	+$103M	3	12.27%	Increased
748	Calamos Wealth Management Naperville, Illinois	$263M	+$12M	9	13.14%	Increased
749	SCM Steadfast Capital Management New York	$263M	+$37.4M	4	7%	Increased
750	Locust Wood Capital Advisers New York	$263M	+$67.9M	3	8.34%	Increased