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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	MFAM Motley Fool Asset Management Alexandria, Virginia	$221M	+$16.9M	13	14.3%	Increased
752	Eventide Asset Management Boston, Massachusetts	$221M	+$11.4M	4	3.46%	Increased
753	OAM Origin Asset Management London, United Kingdom	$219M	-$11.3M	3	60.4%	Reduced
754	Meitav Investment House Bene-Beraq, Israel	$219M	-$18.1M	6	4.29%	Reduced
755	Greenleaf Trust Kalamazoo, Michigan	$218M	-$4.29M	15	2.02%	Reduced
756	NP NS Partners London, United Kingdom	$217M	-$708K	5	10%	Reduced
757	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$216M	$0	1	17.65%	Maintained
758	Norinchukin Bank Tokyo, Japan	$216M	-$3.78M	14	6.47%	Reduced
759	III Independent Investors Inc Nesconset, New York	$215M	-$2.71M	3	51.49%	Reduced
760	Becker Capital Management Portland, Oregon	$215M	-$2.32M	3	7.4%	Reduced
761	BNP Paribas Paris, France	$215M	+$213M	10	10.02%	New
762	Royce & Associates New York	$215M	+$27.7M	23	1.92%	Increased
763	SCA Snowden Capital Advisors New York	$214M	+$33.6M	18	6.67%	Increased
764	CCP Camelot Capital Partners Laguna Beach, California	$214M	$0	3	100%	Maintained
765	HM HCEP Management Hong Kong	$213M	-$38.2M	5	40.09%	Reduced
766	Accredited Investors Edina, Minnesota	$213M	+$38.4M	6	13.68%	Increased
767	MFWM Motley Fool Wealth Management Alexandria, Virginia	$212M	+$2.8M	7	10.94%	Increased
768	DVF Discovery Value Fund Singapore	$211M	-$16.1M	1	73.24%	Reduced
769	FFA First Foundation Advisors Irvine, California	$211M	+$10.8M	6	8.44%	Increased
770	GIG Goodnow Investment Group Darien, Connecticut	$210M	+$31M	5	25.25%	Increased
771	DGM Delta Global Management New York	$210M	+$102M	3	15.97%	Increased
772	VS VK Services Menlo Park, California	$209M	$0	1	38.03%	Maintained
773	Mount Yale Investment Advisors Denver, Colorado	$209M	+$14.4M	11	16.02%	Increased
774	SCM Steadview Capital Management London, United Kingdom	$209M	+$9.61M	3	61.63%	Increased
775	Meyer Handelman Company Rye Brook, New York	$208M	+$22.8M	8	7.31%	Increased