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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	Wilmington Savings Fund Society Wilmington, Delaware	$73.3M	+$2.55M	5	4.45%	Increased
777	Kimelman & Baird New York	$73.1M	-$1.38M	6	11.38%	Reduced
778	KCM Investment Advisors Greenbrae, California	$73.1M	+$2.98M	6	4.83%	Increased
779	JCM JS Capital Management New York	$73.1M	+$7.07M	3	20.81%	Increased
780	Covington Capital Management Los Angeles, California	$73M	+$3.98M	14	5.09%	Increased
781	Scharf Investments Los Gatos, California	$72.9M	+$18.9M	2	2.9%	Increased
782	Cerity Partners New York	$72.8M	+$15.9M	9	4.88%	Increased
783	SIC Schwartz Investment Counsel Plymouth, Michigan	$72.5M	+$2.87M	6	4.47%	Increased
784	Davidson Investment Advisors Great Falls, Montana	$72.4M	-$1.03M	4	8.4%	Reduced
785	Klingenstein Fields & Co New York	$72M	-$39.8M	5	3.05%	Reduced
786	Edgar Lomax Company Kingstowne, Virginia	$71.7M	-$1.1M	3	5.44%	Reduced
787	BTP Bloom Tree Partners New York	$71.6M	+$20M	2	5.81%	Increased
788	Bowen Hanes & Co Ponte Vedra Beach, Florida	$71.3M	+$152K	2	3.59%	Increased
789	Glenview Trust Louisville, Kentucky	$71.2M	-$260K	5	5.26%	Reduced
790	Motley Fool Asset Management Alexandria, Virginia	$70.8M	-$10.1M	7	9.89%	Reduced
791	Veritable Wilmington, Delaware	$70.2M	-$1.09M	15	1.6%	Reduced
792	HSC Harbor Spring Capital New York	$69.6M	+$906K	2	9.26%	Increased
793	Ferguson Wellman Capital Management Portland, Oregon	$69.3M	-$19.5M	4	2.66%	Reduced
794	EULAV Asset Management Sarasota, Florida	$69.3M	-$2.07M	6	3.46%	Reduced
795	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$69.1M	+$10.2M	2	13.35%	Increased
796	Kentucky Retirement Systems Frankfort, Kentucky	$68.8M	+$1.01M	8	7.53%	Increased
797	Paloma Partners Greenwich, Connecticut	$68.6M	-$15.4M	13	2.1%	Reduced
798	Carson Wealth (CWM LLC) Omaha, Nebraska	$68.6M	+$1.04M	33	1.71%	Increased
799	LMR Partners London, United Kingdom	$68.4M	+$50.2M	7	3.35%	Increased
800	General American Investors New York	$68.1M	-$15.7M	4	7.15%	Reduced