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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	Becker Capital Management Portland, Oregon	$254M	-$800K	4	7.92%	Reduced
802	Cercano Management Bellevue, Washington	$254M	-$15.1M	6	7.24%	Reduced
803	Eventide Asset Management Boston, Massachusetts	$253M	+$18M	9	4.43%	Increased
804	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$252M	$0	1	19.64%	Maintained
805	Luxor Capital Group New York	$252M	-$61.2M	8	18.58%	Reduced
806	Main Street Research Lakeville, Connecticut	$252M	+$62.4M	7	15.67%	Increased
807	Elliott Investment Management West Palm Beach, Florida	$251M	$0	1	1.38%	Maintained
808	Howland Capital Management Boston, Massachusetts	$251M	+$23.6M	10	10.21%	Increased
809	TC Triata Capital Hong Kong	$251M	-$19.5M	6	48.9%	Reduced
810	RWA Wealth Partners Newton, Massachusetts	$250M	+$4.63M	12	3.13%	Increased
811	Alta Capital Management Salt Lake City, Utah	$249M	+$5.74M	5	14.15%	Increased
812	Sanibel Captiva Trust Company Sanibel, Florida	$248M	+$1.9M	9	7.63%	Increased
813	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$247M	-$574M	19	1.91%	Reduced
814	Kimelman & Baird New York	$247M	-$2.43M	13	20.12%	Reduced
815	NS Partners London, United Kingdom	$246M	-$19.7M	4	10.05%	Reduced
816	AG2R La Mondiale Gestion d'Actifs Paris, France	$246M	+$2.28M	13	12.63%	Increased
817	Walleye Trading New York	$245M	+$27.7M	29	0.44%	Increased
818	Lindsell Train London, United Kingdom	$245M	-$6.05M	1	5.76%	Reduced
819	XN LP New York	$244M	+$131M	2	7.81%	Increased
820	Dakota Wealth Management Palm Beach Gardens, Florida	$244M	-$12M	14	5.13%	Reduced
821	Hexagon Capital Partners Rogers, Arkansas	$243M	-$3.86M	5	54.19%	Reduced
822	Birch Hill Investment Advisors Boston, Massachusetts	$242M	+$9.12M	7	10.73%	Increased
823	HAM Hanwha Asset Management Seoul, South Korea	$241M	$0	1	100%	Maintained
824	Moore Capital Management New York	$241M	+$142M	14	3.01%	Increased
825	Laird Norton Wetherby Wealth Management San Francisco, California	$240M	+$230M	23	10.69%	New