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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
801	Riverbridge Partners Minneapolis, Minnesota	$295M	-$50.1M	6	8.25%	Reduced
802	Sachem Head Capital Management New York	$295M	+$37.1M	1	6.11%	Increased
803	FFM Fullerton Fund Management Singapore	$294M	+$102M	7	18.89%	Increased
804	Hyperion Asset Management Brisbane, Australia	$293M	-$62.9M	1	7.75%	Reduced
805	LCM Logan Capital Management Newtown Square, Pennsylvania	$292M	+$291M	11	10.88%	New
806	SI Squadra Investments Rio De Janeiro, Brazil	$292M	-$53M	1	35.82%	Reduced
807	Moneta Group Investment Advisors St Louis, Missouri	$292M	+$13.6M	10	2.16%	Increased
808	Mount Yale Investment Advisors Denver, Colorado	$291M	+$4.39M	19	5.39%	Increased
809	Impax Asset Management Group London, United Kingdom	$291M	-$286M	10	1.89%	Reduced
810	DFO Duquesne Family Office New York	$291M	+$122M	4	5.58%	Increased
811	AKO Capital London, United Kingdom	$291M	-$136M	2	6.77%	Reduced
812	Empirical Wealth Management Seattle, Washington	$290M	+$9.26M	18	4.23%	Increased
813	Cooke & Bieler Philadelphia, Pennsylvania	$289M	-$2.34M	1	3.34%	Reduced
814	SignatureFD Atlanta, Georgia	$288M	+$5.04M	67	3.85%	Increased
815	National Philanthropic Trust Jenkintown, Pennsylvania	$288M	-$446M	15	4.16%	Reduced
816	Global Retirement Partners San Rafael, California	$287M	+$291M	69	4.38%	New
817	Birch Hill Investment Advisors Boston, Massachusetts	$285M	-$5.23M	8	11.53%	Reduced
818	SAM Scopus Asset Management New York	$285M	+$23.2M	4	4%	Increased
819	DMC Deer Management Company Larchmont, New York	$284M	-$5.63M	1	34.92%	Reduced
820	RAM RJA Asset Management Stamford, Connecticut	$284M	$0	1	88.38%	Maintained
821	SCM Spyglass Capital Management San Francisco, California	$283M	+$82.7M	4	15.33%	Increased
822	CCME CIBC Capital Markets (Europe) Luxembourg	$283M	+$297M	2	38.03%	New
823	ACM Argent Capital Management St Louis, Missouri	$282M	-$30.4M	4	8.91%	Reduced
824	Segall Bryant & Hamill Chicago, Illinois	$282M	+$36.7M	16	3.35%	Increased
825	Dakota Wealth Management Palm Beach Gardens, Florida	$281M	+$9.78M	12	5.37%	Increased