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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
3151	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$25.7M	0	–	Closed
3152	CFSG Community Financial Services Group Newport, Vermont	$0	-$118K	0	–	Closed
3153	CCM Contrarian Capital Management Greenwich, Connecticut	$0	-$384K	0	–	Closed
3154	CM Cornerstone Management Duluth, Georgia	$0	-$516K	0	–	Closed
3155	Corvex Management New York	$0	-$39.4M	0	–	Closed
3156	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$0	-$658K	0	–	Closed
3157	DCCA D.C. Capital Advisors New York	$0	-$6.48M	0	–	Closed
3158	DCC Dow Chemical Company Midland, Michigan	$0	-$13.9M	0	–	Closed
3159	EWMCB EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey	$0	-$2.26M	0	–	Closed
3160	ECM Engine Capital Management New York	$0	+$55	1	0%	New
3161	Farallon Capital Management San Francisco, California	$0	-$110M	0	–	Closed
3162	FNYS First New York Securities New York	$0	-$213K	0	–	Closed
3163	FCM Forester Capital Management Lake Forest, Illinois	$0	-$381K	0	–	Closed
3164	FHC Forest Hill Capital Little Rock, Arkansas	$0	-$1.39M	0	–	Closed
3165	FIG Fortress Investment Group New York	$0	-$497K	0	–	Closed
3166	Fundsmith LLP London, United Kingdom	$0	-$56.1M	0	–	Closed
3167	Gates Capital Management New York	$0	-$44.6M	0	–	Closed
3168	General Atlantic New York	$0	-$155M	0	–	Closed
3169	Glenview Capital Management New York	$0	-$89M	0	–	Closed
3170	GL Globe Life Mckinney, Texas	$0	-$15.3M	0	–	Closed
3171	HP Harvey Partners Tarrytown, New York	$0	-$917K	0	–	Closed
3172	HCM Hoplite Capital Management New York	$0	-$59.7M	0	–	Closed
3173	HIM HughesLittle Investment Management Vancouver,	$0	-$981K	0	–	Closed
3174	IRS Invictus RG (Singapore) Singapore	$0	-$2.28M	0	–	Closed
3175	JP Jana Partners New York	$0	-$326M	0	–	Closed