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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
1026	Chesley Taft & Associates Chicago, Illinois	$194M	+$3.77M	7	7.56%	Increased
1027	Adell Harriman & Carpenter Houston, Texas	$194M	-$323K	4	9.94%	Reduced
1028	Munich Reinsurance Munich,	$194M	-$10.2M	5	4.24%	Reduced
1029	Trajan Wealth Scottsdale, Arizona	$194M	-$8.78M	5	7.32%	Reduced
1030	Meeder Advisory Services Dublin, Ohio	$194M	+$6.94M	15	7.09%	Increased
1031	Robertson Stephens Wealth Management San Francisco, California	$192M	+$1.71M	7	4.73%	Increased
1032	Plato Investment Management Sydney, NSW, Australia	$192M	+$7.78M	15	10.95%	Increased
1033	GA GuoLine Advisory Singapore	$192M	$0	2	17.85%	Maintained
1034	D.J. St. Germain Springfield, Massachusetts	$192M	-$2.73M	16	6.89%	Reduced
1035	Engineers Gate Manager New York	$191M	+$27.1M	60	2.48%	Increased
1036	Perseverance Asset Management International George Town, Cayman Islands	$191M	+$4.9M	4	19.51%	Increased
1037	VestGen Advisors Inverness, Illinois	$191M	-$4.03M	15	5.57%	Reduced
1038	Edgemoor Investment Advisors Bethesda, Maryland	$190M	-$1.65M	6	12.99%	Reduced
1039	Ostrum Asset Management Paris, France	$190M	-$2.78M	15	9.17%	Reduced
1040	Beck Mack & Oliver New York	$190M	-$25.5M	5	3.7%	Reduced
1041	Royce & Associates New York	$189M	+$38.6M	18	1.52%	Increased
1042	BlueSpruce Investments Chicago, Illinois	$188M	+$42.8M	2	28.97%	Increased
1043	Ballentine Partners Waltham, Massachusetts	$188M	+$2.19M	22	2.3%	Increased
1044	LGT Fund Management Vaduz, Liechtenstein	$188M	-$85M	5	7.85%	Reduced
1045	SoftBank Group Tokyo, Japan	$187M	$0	3	1.03%	Maintained
1046	Baltimore-Washington Financial Advisors Columbia, Maryland	$187M	+$740K	6	6.98%	Increased
1047	Obermeyer Wealth Partners Aspen, Colorado	$187M	-$2.19M	6	7.63%	Reduced
1048	CCM CoreView Capital Management Hong Kong	$186M	+$8.66M	2	34.03%	Increased
1049	Biltmore Family Office Charlotte, North Carolina	$186M	-$19.8M	3	24.45%	Reduced
1050	GCQ Funds Management Sydney, Australia	$185M	-$77.8M	3	25.66%	Reduced