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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
826	Clark Capital Management Group Philadelphia, Pennsylvania	$48.4M	+$4.75M	2	2.51%	Increased
827	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$48.3M	-$906K	10	3.33%	Reduced
828	Boston Common Asset Management Boston, Massachusetts	$48.2M	+$3.77M	4	7.04%	Increased
829	Anchor Capital Advisors Boston, Massachusetts	$48.2M	+$3.73M	5	1.83%	Increased
830	Granite Investment Partners El Segundo, California	$48.1M	-$3.62M	6	3.54%	Reduced
831	Mariner Independent Advisor Network Overland Park, Kansas	$48M	+$9.4M	2	7.8%	Increased
832	Amica Mutual Insurance Providence, Rhode Island	$47.9M	-$1.31M	5	4.28%	Reduced
833	WM WS Management Jacksonville, Florida	$47.9M	+$21.5M	2	1.94%	Increased
834	Allstate Corporation Northbrook, Illinois	$47.9M	+$12.6M	6	2.86%	Increased
835	Essex Investment Management Boston, Massachusetts	$47.8M	+$1.3M	9	7.87%	Increased
836	Think Investments San Francisco, California	$47.5M	-$3.92M	1	20.96%	Reduced
837	FIM Frontier Investment Management Dallas, Texas	$47.4M	-$2.43M	3	4.5%	Reduced
838	Park National Corp Newark, Ohio	$47.3M	-$865K	4	2.88%	Reduced
839	Baldwin Wealth Partners Marion, Massachusetts	$47.2M	-$6.88M	7	8.53%	Reduced
840	FAM Foundation Asset Management White Plains, New York	$47.2M	-$11.4M	1	14.35%	Reduced
841	Richard Bernstein Advisors New York	$47.2M	$0	5	3.95%	Maintained
842	Willis Investment Counsel Gainesville, Georgia	$47.2M	+$3.26M	3	3.52%	Increased
843	CAM Centre Asset Management New York	$47.1M	-$26.3M	2	9.09%	Reduced
844	KCM Investment Advisors Greenbrae, California	$46.9M	+$761K	7	3.16%	Increased
845	Lee, Danner & Bass Nashville, Tennessee	$46.9M	+$73.1K	5	5.51%	Increased
846	Markel Group Glen Allen, Virginia	$46.8M	+$10.8M	3	1.13%	Increased
847	SC Shellback Capital Boston, Massachusetts	$46.8M	-$97.1M	5	4.77%	Reduced
848	Glenview Trust Louisville, Kentucky	$46.8M	+$46.3M	6	3.88%	New
849	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$46.6M	+$21.4M	1	6.24%	Increased
850	General American Investors New York	$46.6M	+$24.1M	3	4.71%	Increased