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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
851	AIM Alpine Investment Management Hong Kong	$266M	+$128M	2	64.81%	Increased
852	MMBG Investment Advisors Miami, Florida	$266M	+$8.78M	9	21.06%	Increased
853	Empirical Finance Havertown, Pennsylvania	$266M	+$5.24M	13	11.06%	Increased
854	Sigma Planning Corp Ann Arbor, Michigan	$266M	-$22M	15	6.69%	Reduced
855	River Road Asset Management Louisville, Kentucky	$266M	-$9.43M	4	2.96%	Reduced
856	Signature Estate & Investment Advisors Los Angeles, California	$264M	-$14.2M	8	4.75%	Reduced
857	Level Four Advisory Services Dallas, Texas	$264M	+$3.64M	16	7.46%	Increased
858	Castleark Management Chicago, Illinois	$264M	+$22.7M	8	7.11%	Increased
859	RDST Capital Seattle, Washington	$264M	-$3.83M	4	21.84%	Reduced
860	Ribbit Management Company Palo Alto, California	$264M	+$44.3M	5	12.84%	Increased
861	LMR Partners London, United Kingdom	$263M	+$74.3M	20	0.98%	Increased
862	CWA Asset Management Group Naples, Florida	$263M	+$14.2M	11	8.02%	Increased
863	Annex Advisory Services Brookfield, Wisconsin	$263M	-$65.9M	10	4.48%	Reduced
864	Metropolis Capital Amersham, United Kingdom	$263M	+$13.3M	2	7.61%	Increased
865	Consulta London, United Kingdom	$262M	-$20.1M	1	9.46%	Reduced
866	Verus Capital Partners Scottsdale, Arizona	$262M	-$10.8M	8	14.19%	Reduced
867	Foundations Investment Advisors Phoenix, Arizona	$261M	+$18.2M	13	2.69%	Increased
868	Y-Intercept (HK) Hong Kong	$261M	+$12.9M	46	5.16%	Increased
869	Insigneo Advisory Services Miami, Florida	$261M	+$79.3M	15	9.77%	Increased
870	Quadrant Capital Group Cincinnati, Ohio	$261M	+$1.86M	26	7.14%	Increased
871	Parsons Capital Management Providence, Rhode Island	$260M	-$39.8M	12	11.77%	Reduced
872	GHP Great Hill Partners Boston, Massachusetts	$258M	$0	1	100%	Maintained
873	Maple Capital Management Montpelier, Vermont	$257M	+$781K	4	15.27%	Increased
874	Walleye Trading New York	$257M	+$1.32M	31	0.29%	Increased
875	Nippon Life Global Investors Americas New York	$256M	-$20.4M	4	10.18%	Reduced