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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
201	Federated Hermes Pittsburgh, Pennsylvania	$446M	+$29.5M	20	1.49%	Increased
202	EC Eminence Capital New York	$444M	+$39.6M	3	7.2%	Increased
203	BRC Blue Ridge Capital New York	$444M	-$14.1M	2	4.91%	Reduced
204	Suntrust Banks Atlanta, Georgia	$438M	-$83.3M	16	1.61%	Reduced
205	Burgundy Asset Management Toronto, Ontario, Canada	$435M	-$15.2M	4	5.3%	Reduced
206	AWM Ashmore Wealth Management Wilmington, Delaware	$429M	$0	1	8.57%	Maintained
207	Luther King Capital Management (LKCM) Fort Worth, Texas	$424M	+$70.8M	7	3.46%	Increased
208	Nomura Holdings Tokyo, Japan	$417M	-$467M	18	0.13%	Reduced
209	RIM Rainier Investment Management Seattle, Washington	$413M	+$171M	6	4.93%	Increased
210	MG Meritage Group San Francisco, California	$411M	+$169M	2	9.64%	Increased
211	Comerica Bank Dallas, Texas	$411M	-$20.4M	23	3.14%	Reduced
212	Coatue Management New York	$410M	-$985M	5	7.25%	Reduced
213	ACI AMP Capital Investors Sydney, Australia	$407M	-$83.6M	15	2.75%	Reduced
214	TPSF Texas Permanent School Fund Austin, Texas	$402M	-$24.2M	15	4.14%	Reduced
215	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$397M	-$8.08M	17	2.54%	Reduced
216	Bank of Montreal Toronto, Ontario, Canada	$393M	+$388M	31	0.51%	Increased
217	CIBC Private Wealth Group Atlanta, Georgia	$391M	+$384M	8	3.32%	New
218	TimesSquare Capital Management New York	$389M	-$13.7M	6	2.04%	Reduced
219	Wilmington Trust Wilmington, Delaware	$386M	-$142M	9	6.64%	Reduced
220	Boston Partners Boston, Massachusetts	$382M	+$33.7M	11	0.7%	Increased
221	Eagle Asset Management St Petersburg, Florida	$381M	+$16.5M	9	2.1%	Increased
222	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$377M	-$23.9M	9	7.18%	Reduced
223	Sterling Capital Management Charlotte, North Carolina	$376M	+$10.3M	11	3.2%	Increased
224	ProShare Advisors Bethesda, Maryland	$375M	+$44.1M	28	4.69%	Increased
225	Select Equity Group New York	$370M	+$5.54M	3	4.04%	Increased