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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
776	Ferguson Wellman Capital Management Portland, Oregon	$54.3M	-$2.12M	4	2.21%	Reduced
777	Ingalls & Snyder LLC New York	$54.2M	+$830K	12	2.95%	Increased
778	Pensioenfonds Rail & OV Utrecht, Netherlands	$54.1M	-$939K	1	2.65%	Reduced
779	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$53.9M	+$1.64M	21	2.61%	Increased
780	EP Elkfork Partners Portland, Oregon	$53.6M	+$55.7M	8	1.76%	New
781	Azimuth Capital Management Bloomfield Hills, Michigan	$53.6M	+$4.74M	7	4.58%	Increased
782	TT International London, United Kingdom	$53.3M	-$8.65M	1	16.46%	Reduced
783	GHCM Glen Harbor Capital Management San Diego, California	$53.1M	+$55.4M	14	1.44%	New
784	Donaldson Capital Management Evansville, Indiana	$52.8M	+$2.45M	4	6.5%	Increased
785	Cookson Peirce & Co Pittsburgh, Pennsylvania	$52.6M	+$20.8M	3	7.28%	Increased
786	Banco Santander Madrid, Spain	$52.2M	+$55M	4	1.37%	New
787	Veritable Wilmington, Delaware	$52.2M	-$4.92M	10	1.27%	Reduced
788	Appaloosa LP Short Hills, New Jersey	$52.1M	-$39.7M	1	0.92%	Reduced
789	III Independent Investors Inc Nesconset, New York	$51.7M	-$761K	2	23.94%	Reduced
790	SCM Stevens Capital Management Radnor, Pennsylvania	$51.6M	+$19.4M	11	2.1%	Increased
791	Cincinnati Insurance Fairfield, Ohio	$51.4M	$0	2	1.67%	Maintained
792	FCI Financial Counselors Inc Overland Park, Kansas	$51.4M	+$51.3M	11	2.74%	New
793	LS Investment Advisors Bloomfield Hills, Michigan	$51.3M	+$1.14M	23	3.62%	Increased
794	Van Berkom & Associates Montreal, Quebec, Canada	$51.1M	+$18.9M	1	2.05%	Increased
795	NC Nitorum Capital New York	$51M	+$18.2M	3	14.68%	Increased
796	Daruma Capital Management New York	$51M	-$32K	1	2.9%	Reduced
797	Altimeter Capital Management Boston, Massachusetts	$50.9M	+$39.2M	2	2.61%	Increased
798	Hudson Bay Capital Management Stamford, Connecticut	$50.9M	+$29.3M	4	1.06%	Increased
799	Fairholme Capital Management South Miami, Florida	$50.7M	-$129K	1	5.16%	Reduced
800	Eventide Asset Management Boston, Massachusetts	$50.6M	+$12.6M	2	3.29%	Increased