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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
751	Laurion Capital Management New York	$56.8M	+$28.5M	9	0.54%	Increased
752	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$56.8M	+$5.3M	1	2.27%	Increased
753	NFP Narus Financial Partners Salt Lake City, Utah	$56.7M	+$57.4M	2	59.78%	New
754	Cannell & Co New York	$56.6M	+$1.51M	4	2.05%	Increased
755	Westside Investment Management Santa Monica, California	$56.6M	+$55.2M	11	38.48%	New
756	SWITC Stewart West Indies Trading Company Boulder, Colorado	$56.5M	$0	1	5.03%	Maintained
757	AIA Group Hong Kong	$56.3M	+$23.1M	5	71.38%	Increased
758	GCM Glynn Capital Management Menlo Park, California	$56.2M	-$26.9M	4	19.16%	Reduced
759	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$56.2M	$0	2	4.81%	Maintained
760	Westwood Holdings Group Dallas, Texas	$56.2M	+$16M	5	0.46%	Increased
761	First National Bank of Omaha Omaha, Nebraska	$56.2M	+$690K	6	3.5%	Increased
762	QAM QCI Asset Management Pittsford, New York	$56.1M	-$1.81M	6	7.5%	Reduced
763	Stephens Inc Little Rock, Arkansas	$56.1M	+$1.33M	10	2.29%	Increased
764	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$55.8M	+$5.57M	4	9.33%	Increased
765	MAM Mark Asset Management New York	$55.7M	+$950K	3	14.54%	Increased
766	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$55.6M	$0	4	7.18%	Maintained
767	Meyer Handelman Company Rye Brook, New York	$55.3M	-$104K	4	2.45%	Reduced
768	Melvin Capital Management New York	$55.2M	-$255M	2	1.43%	Reduced
769	CONA Capital One National Association New York	$55.1M	-$960K	7	4.13%	Reduced
770	First Long Island Investors Jericho, New York	$55M	+$237K	4	9.58%	Increased
771	PFM Parsec Financial Management Asheville, North Carolina	$54.9M	-$400K	5	4.78%	Reduced
772	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$54.8M	+$3.75M	2	17.83%	Increased
773	CI Global Investments Oakland, California	$54.7M	-$97.4M	4	1.31%	Reduced
774	Parsons Capital Management Providence, Rhode Island	$54.6M	+$231K	5	7.25%	Increased
775	Oaktree Capital Management Los Angeles, California	$54.4M	+$5.7M	1	0.81%	Increased