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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
3526	CCG Clearlake Capital Group Santa Monica, California	$20.7M	$0	1	3.92%	Maintained
3527	OL OneFund LLC Saint Petersburg, Florida	$20.7M	-$228K	14	11.76%	Reduced
3528	PCM Pincus Capital Management New York	$20.7M	$0	2	12.35%	Maintained
3529	MSA Marino Stram & Associates Braintree, Massachusetts	$20.7M	+$200K	4	3.3%	Increased
3530	HI Harper Investing Santa Clara, California	$20.7M	+$797K	3	6.98%	Increased
3531	AMG Advisors Management Group La Crosse, Wisconsin	$20.7M	-$589K	4	3.43%	Reduced
3532	JKA Jones Kertz & Associates Blaine, Minnesota	$20.7M	-$2.31M	4	9.53%	Reduced
3533	AG Advocate Group Minnetonka, Minnesota	$20.7M	-$529K	4	3.11%	Reduced
3534	SIM Seaview Investment Managers Miami, Florida	$20.7M	+$9.86M	3	6.17%	Increased
3535	PA Promethium Advisors Bethesda, Maryland	$20.7M	+$1.44M	4	9.92%	Increased
3536	WIM WIM Investment Management Hong Kong	$20.6M	+$909K	1	6.76%	Increased
3537	CIS Custom Index Systems New York	$20.6M	+$32.7K	8	7.42%	Increased
3538	GC Gilbert & Cook West Des Moines, Iowa	$20.6M	+$523K	8	2.37%	Increased
3539	CSI Cross Staff Investments Pittsford, New York	$20.6M	+$56.5K	3	11.61%	Increased
3540	IIA ICW Investment Advisors Scottsdale, Arizona	$20.6M	-$436K	4	7.21%	Reduced
3541	PFM Premier Fund Managers Guildford, United Kingdom	$20.6M	+$2.07M	3	1.87%	Increased
3542	WPIC White Pine Investment Company Livonia, Michigan	$20.6M	+$295K	2	4.39%	Increased
3543	SFG Shum Financial Group Alameda, California	$20.6M	+$193K	4	12.41%	Increased
3544	SF Slagle Financial Edwardsville, Illinois	$20.6M	+$839K	3	6.17%	Increased
3545	VIS Vega Investment Solutions Paris, France	$20.6M	-$5.16M	7	2.92%	Reduced
3546	KIG Kessler Investment Group Columbus, Indiana	$20.6M	-$1.5M	3	8.78%	Reduced
3547	IIA Integral Investment Advisors Turlock, California	$20.6M	-$746K	3	4.53%	Reduced
3548	VPW Vaquero Private Wealth Dallas, Texas	$20.6M	+$21.6M	3	4.23%	New
3549	SC Settian Capital New York	$20.5M	$0	1	13.18%	Maintained
3550	CCC Compass Capital Corp Braintree, Massachusetts	$20.5M	-$612K	5	6.68%	Reduced