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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
2651	TCA Teewinot Capital Advisers New York	$1.64M	$0	2	1%	Maintained
2652	ASP Adams Street Partners Chicago, Illinois	$1.64M	+$1.73M	1	0.26%	New
2653	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$1.64M	$0	1	0.24%	Maintained
2654	GCM Goldman Capital Management New York	$1.63M	$0	1	0.95%	Maintained
2655	FC Fayerweather Charles	$1.63M	+$528K	1	4.08%	Increased
2656	PO Private Ocean San Rafael, California	$1.63M	-$240K	3	1.2%	Reduced
2657	SC Searle & Co Greenwich, Connecticut	$1.63M	-$129K	4	1.4%	Reduced
2658	SG StepStone Group La Jolla, California	$1.62M	$0	2	0.46%	Maintained
2659	CAM Concorde Asset Management Ann Arbor, Michigan	$1.61M	-$380K	1	1.84%	Reduced
2660	PAG Pinnacle Advisory Group Columbia, Maryland	$1.61M	+$122K	2	0.14%	Increased
2661	BFPW BOK Financial Private Wealth Denver, Colorado	$1.6M	-$5.31K	1	0.27%	Reduced
2662	Colony Group Boston, Massachusetts	$1.6M	-$14.4M	9	0.18%	Reduced
2663	Chicago Partners Investment Group Chicago, Illinois	$1.6M	+$168K	9	0.71%	Increased
2664	CCP Centaur Capital Partners Southlake, Texas	$1.59M	-$1.27M	1	2.2%	Reduced
2665	TCM Tygh Capital Management Portland, Oregon	$1.58M	+$195K	1	0.29%	Increased
2666	IWA Inspirion Wealth Advisors Libertyville, Illinois	$1.58M	-$92.6K	2	1.27%	Reduced
2667	GAM Gould Asset Management Claremont, California	$1.58M	-$92.5K	2	0.77%	Reduced
2668	AF Affiance Financial St. Louis Park, Minnesota	$1.57M	+$36.2K	2	2.39%	Increased
2669	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$1.57M	+$861K	1	0.58%	Increased
2670	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$1.57M	+$72.8K	3	1.41%	Increased
2671	POA Pergamon Offshore Advisors New York	$1.56M	+$164K	3	1.51%	Increased
2672	MA Marshwinds Advisory St Simons Island, Georgia	$1.55M	-$69.2K	2	0.74%	Reduced
2673	PCM Potomac Capital Management New York	$1.55M	+$1.85M	2	1.67%	New
2674	GS Gagnon Securities New York	$1.55M	-$494K	1	0.52%	Reduced
2675	CI Chartist Inc Seal Beach, California	$1.55M	-$1.65M	1	0.74%	Reduced