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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	HCM HMI Capital Management San Francisco, California	$283M	-$49.2M	1	16.09%	Reduced
752	JGC J. Goldman & Co New York	$282M	+$8.77M	16	6.76%	Increased
753	Westwood Holdings Group Dallas, Texas	$281M	+$92.1M	5	2.03%	Increased
754	Covea Finance Paris, France	$281M	-$20.3M	4	10.43%	Reduced
755	Vest Financial Mclean, Virginia	$280M	+$24.4M	9	3.97%	Increased
756	Heritage Investors Management Corp Bethesda, Maryland	$280M	-$2.21M	6	8.86%	Reduced
757	ROIC Route One Investment Company San Francisco, California	$280M	$0	1	12.26%	Maintained
758	Savant Capital Rockford, Illinois	$280M	+$14.1M	25	2.01%	Increased
759	SCM Steadview Capital Management London, United Kingdom	$279M	-$19.7M	3	40.34%	Reduced
760	CapitalatWork SA Auderghem,	$279M	+$11.7M	7	8.48%	Increased
761	OFI Invest Asset Management Paris, France	$279M	-$27.2M	6	6.92%	Reduced
762	First Financial Bankshares Abilene, Texas	$278M	-$4.87M	4	6.23%	Reduced
763	ICVCFIA IDG China Venture Capital Fund IV Associates Hong Kong	$276M	$0	2	67.74%	Maintained
764	Brookstone Capital Management Wheaton, Illinois	$275M	+$6.21M	8	3.61%	Increased
765	Hantz Financial Services Southfield, Michigan	$275M	-$36.5M	46	4.45%	Reduced
766	Alpha Cubed Investments Irvine, California	$274M	+$20.6M	9	10.38%	Increased
767	Gradient Investments Arden Hills, Minnesota	$273M	+$21.1M	5	5%	Increased
768	Destination Wealth Management Walnut Creek, California	$273M	+$8.22M	4	8.01%	Increased
769	HCM Hollencrest Capital Management Newport Beach, California	$273M	+$687K	19	11.59%	Increased
770	Hyperion Asset Management Brisbane, Australia	$271M	+$10.1M	1	8.56%	Increased
771	Washington Trust Westerly, Rhode Island	$271M	-$1.89M	7	9.57%	Reduced
772	Miracle Mile Advisors Los Angeles, California	$271M	+$21.7M	16	4.55%	Increased
773	SteelPeak Wealth Woodland Hills, California	$270M	-$5.18M	11	10.43%	Reduced
774	Old National Bancorp Evansville, Indiana	$270M	+$13.1M	12	4.8%	Increased
775	Greenleaf Trust Kalamazoo, Michigan	$270M	-$16.3M	18	2.38%	Reduced