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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
926	Davidson Investment Advisors Great Falls, Montana	$230M	-$8.88M	3	9.39%	Reduced
927	Atomi Financial Group New York	$230M	+$10M	25	5.98%	Increased
928	MUFG Securities Americas New York	$229M	+$19.1M	14	11.77%	Increased
929	Rakuten Investment Management Tokyo, Japan	$229M	+$29.4M	15	0.66%	Increased
930	Cacti Asset Management Atlanta, Georgia	$229M	+$2.29M	4	11.48%	Increased
931	Ingalls & Snyder LLC New York	$228M	+$1.87M	19	6.23%	Increased
932	PFG Investments Woodbury, New York	$227M	+$6.32M	17	8.8%	Increased
933	PEAK6 Chicago, Illinois	$227M	+$122M	33	0.47%	Increased
934	Diamond Hill Capital Management Columbus, Ohio	$227M	-$97.4M	2	1.82%	Reduced
935	GCM Grosvenor Holdings Chicago, Illinois	$227M	$0	2	9.8%	Maintained
936	Abrams Capital Management Boston, Massachusetts	$226M	$0	1	4.13%	Maintained
937	Securian Asset Management St Paul, Minnesota	$225M	-$4.23M	18	8.09%	Reduced
938	Axxion S.A. Grevenmacher, Luxembourg	$225M	+$245M	18	16.02%	New
939	WMIG White Mountains Insurance Group Hanover, New Hampshire	$224M	$0	1	57.03%	Maintained
940	Main Street Research Lakeville, Connecticut	$224M	+$2.7M	6	10.58%	Increased
941	North Peak Capital Management New York	$224M	+$27M	2	24.91%	Increased
942	SE Spice Expeditions Westport, Connecticut	$224M	+$219M	1	100%	New
943	North Dakota State Investment Board Bismarck, North Dakota	$224M	-$293K	18	9.09%	Reduced
944	JCM JS Capital Management New York	$223M	$0	1	100%	Maintained
945	Cartenna Capital Stamford, Connecticut	$222M	+$150M	3	5.29%	Increased
946	Blackstone Inc New York	$221M	-$28.3M	10	0.57%	Reduced
947	SC SRB Corp Boston, Massachusetts	$221M	-$51.9M	3	11.9%	Reduced
948	IHT Wealth Management Chicago, Illinois	$221M	+$8.14M	11	4.69%	Increased
949	Whitney & Co Rochester, New York	$220M	+$7.81M	6	16.08%	Increased
950	Peregrine Capital Management Minneapolis, Minnesota	$220M	-$6.83M	6	7.14%	Reduced