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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	HC Henshaw Capital Woburn, Massachusetts	$268M	+$1.27M	8	10.64%	Increased
777	Optiver Holding Amsterdam, Netherlands	$268M	+$229M	27	0.13%	Increased
778	Meyer Handelman Company Rye Brook, New York	$268M	-$969K	7	8.84%	Reduced
779	Choate Investment Advisors Boston, Massachusetts	$268M	+$11.5M	8	5.81%	Increased
780	ASI All-Stars Investment Hong Kong	$267M	-$10.5M	2	89.71%	Reduced
781	Castleark Management Chicago, Illinois	$267M	-$25.8M	6	8.03%	Reduced
782	No Street GP LP San Francisco, California	$266M	-$54M	5	19.62%	Reduced
783	Dana Investment Advisors Waukesha, Wisconsin	$266M	-$6.38M	13	8.8%	Reduced
784	Traynor Capital Management Malvern, Pennsylvania	$266M	+$2.69M	9	18.85%	Increased
785	Windward Capital Management Los Angeles, California	$264M	-$2.02M	3	22.38%	Reduced
786	Chilton Capital Management Houston, Texas	$262M	+$32.1M	7	9.57%	Increased
787	Avala Global New York	$262M	-$22.8M	3	13.65%	Reduced
788	Kingsview Wealth Management Grants Pass, Oregon	$259M	-$28.1M	13	4.39%	Reduced
789	Park Avenue Securities New York	$259M	+$190M	23	2.38%	Increased
790	River Road Asset Management Louisville, Kentucky	$258M	-$30M	4	3.28%	Reduced
791	World Investment Advisors Santa Barbara, California	$258M	+$28M	17	5.85%	Increased
792	MKP Capital Management New York	$258M	+$35.8M	1	13.24%	Increased
793	Brevan Howard Capital Management St. Helier, Jersey	$257M	+$128M	41	1.49%	Increased
794	SCA Snowden Capital Advisors New York	$257M	-$2.37M	23	7.59%	Reduced
795	Daymark Wealth Partners Cincinnati, Ohio	$257M	+$8.5M	9	9.76%	Increased
796	SC SRB Corp Boston, Massachusetts	$256M	$0	3	15.37%	Maintained
797	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$256M	+$10.6M	13	12.91%	Increased
798	Horizon Investments Charlotte, North Carolina	$255M	+$179M	20	4.04%	Increased
799	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$255M	+$8.51M	16	6.32%	Increased
800	Curi RMB Capital Chicago, Illinois	$254M	+$56.1M	10	4.83%	Increased