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Marketplaces

A marketplace does not own the goods it sells; it matches third party sellers with buyers and takes a fee. The economics are asset light and depend on keeping both sides of the platform in balance.

106 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
501	DCP Darsana Capital Partners New York	$596M	+$628M	1	2.68%	New
502	Dorsal Capital Management Redwood City, California	$595M	+$5.31M	3	21.05%	Increased
503	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$588M	+$23.8M	5	6.59%	Increased
504	Bradley Foster & Sargent Hartford, Connecticut	$588M	+$3.09M	6	8.32%	Increased
505	Glenview Trust Louisville, Kentucky	$586M	+$5.21M	6	8.11%	Increased
506	HUB Investment Partners Austin, Texas	$586M	+$43.1M	13	10.52%	Increased
507	Gulf International Bank (UK) London, United Kingdom	$582M	-$1.22M	13	11.48%	Reduced
508	UMB Bank Kansas City, Missouri	$582M	-$18M	31	7.37%	Reduced
509	Evelyn Partners London,	$579M	+$600M	11	1.24%	New
510	Mizuho Securities USA New York	$579M	+$134M	9	9.34%	Increased
511	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$577M	-$385M	1	5.71%	Reduced
512	Phoenix Financial Givatayim, Israel	$575M	-$171M	11	3.93%	Reduced
513	TCW Group Los Angeles, California	$574M	-$190M	13	3.86%	Reduced
514	Merit Financial Group Alpharetta, Georgia	$570M	+$100M	24	3.48%	Increased
515	GQG Partners Ft. Lauderdale, Florida	$568M	+$580M	4	1.06%	Increased
516	LGT Group Foundation Vaduz, Liechtenstein	$567M	-$320M	5	6.42%	Reduced
517	Advisory Services Network Atlanta, Georgia	$565M	+$12.9M	15	6.4%	Increased
518	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$564M	-$1.89M	6	6.48%	Reduced
519	Beutel, Goodman & Co Toronto, Ontario, Canada	$563M	-$122M	5	4.15%	Reduced
520	Saudi Central Bank Riyadh, Saudi Arabia	$558M	+$249M	11	7.31%	Increased
521	AKRE Capital Management Middleburg, Virginia	$556M	+$46M	2	10.86%	Increased
522	Ossiam Paris, France	$556M	-$171M	15	7.37%	Reduced
523	Saturna Capital Bellingham, Washington	$554M	-$1.51M	3	6.76%	Reduced
524	Allstate Corporation Northbrook, Illinois	$552M	-$39.1M	21	5.51%	Reduced
525	Pinnacle Associates New York	$550M	-$1.59M	13	6.01%	Reduced