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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
2976	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$22K	$0	1	0.01%	Maintained
2977	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$21K	+$21.2K	2	0.01%	New
2978	JAM JCIC Asset Management Toronto, Ontario, Canada	$15K	$0	1	0%	Maintained
2979	FRM Fore Research & Management New York	$12K	-$18K	1	0%	Reduced
2980	CIM Contravisory Investment Management Norwell, Massachusetts	$8K	$0	1	0%	Maintained
2981	CT CMT Trading Chicago, Illinois	$2K	+$1.7K	1	0%	New
2982	1WCM 12 West Capital Management New York	$0	-$12.5M	0	–	Closed
2983	Advent Capital Management New York	$0	-$491K	0	–	Closed
2984	AIA Group Hong Kong	$0	-$3.14M	0	–	Closed
2985	AKRE Capital Management Middleburg, Virginia	$0	-$64.2M	0	–	Closed
2986	AC Andromeda Capital White Plains, New York	$0	-$12.5M	0	–	Closed
2987	Appaloosa Management Miami Beach, Florida	$0	-$181M	0	–	Closed
2988	AWA ARS Wealth Advisors St. Petersburg, Florida	$0	-$265K	0	–	Closed
2989	Avidian Wealth Enterprises Houston, Texas	$0	-$282K	0	–	Closed
2990	BMM Berkshire Money Management Dalton, Massachusetts	$0	-$278K	0	–	Closed
2991	BA Broadview Advisors Milwaukee, Wisconsin	$0	-$917K	0	–	Closed
2992	CGI Caerus Global Investors New York	$0	-$524K	0	–	Closed
2993	Cambiar Investors Denver, Colorado	$0	-$103M	0	–	Closed
2994	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$1.03M	0	–	Closed
2995	CCM Cortex Capital Management Fort Worth, Texas	$0	-$849K	0	–	Closed
2996	CG Corundum Group Colorado Springs, Colorado	$0	-$221K	0	–	Closed
2997	CFC Coyle Financial Counsel Glenview, Illinois	$0	-$1.57M	0	–	Closed
2998	DCM Decade Capital Management New York	$0	-$7.56M	0	–	Closed
2999	DM Delphi Management Brookline, Massachusetts	$0	-$9.58M	0	–	Closed
3000	Dorsal Capital Management Redwood City, California	$0	-$10.1M	0	–	Closed