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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
3576	IAS INR Advisory Services Media, Pennsylvania	$12K	$0	1	0%	Maintained
3577	CI Global Investments Oakland, California	$9K	-$4.29K	1	0%	Reduced
3578	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$6K	+$6.54K	1	0.01%	New
3579	Financial Engines Advisors Santa Clara, California	$5K	-$120K	1	0%	Reduced
3580	NR Newfound Research Wellesley Hills, Massachusetts	$5K	+$1.74K	3	0%	Increased
3581	DPA Delphi Private Advisors San Diego, California	$4K	-$199K	1	0.02%	Reduced
3582	SCM Segantii Capital Management Hong Kong	$3K	-$23.8M	1	0%	Reduced
3583	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$2K	-$277K	1	0%	Reduced
3584	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$0	-$25.5M	0	–	Closed
3585	Alphadyne Asset Management New York	$0	-$4.49M	0	–	Closed
3586	AAM Alpine Associates Management Palm Beach, Florida	$0	-$4.04M	0	–	Closed
3587	AC AMS Capital Sao Paulo, Brazil	$0	-$18.5M	0	–	Closed
3588	AFS Amtrust Financial Services New York	$0	-$3M	0	–	Closed
3589	AC Aperimus Capital Marina Del Rey, California	$0	-$1.6M	0	–	Closed
3590	ACM Axel Capital Management New York	$0	-$11.9M	0	–	Closed
3591	BO Bach Option Wanchai, Hong Kong	$0	-$1.73M	0	–	Closed
3592	BPCM Beach Point Capital Management Santa Monica, California	$0	-$2.29M	0	–	Closed
3593	BCM Beryl Capital Management Redondo Beach, California	$0	-$635K	0	–	Closed
3594	Beutel, Goodman & Co Toronto, Ontario, Canada	$0	-$48K	0	–	Closed
3595	BRC Bishop Rock Capital New York	$0	-$570K	0	–	Closed
3596	BRC Blue Ridge Capital New York	$0	-$417M	0	–	Closed
3597	BA Bristol Advisors Conshohocken, Pennsylvania	$0	-$29.3M	0	–	Closed
3598	BA Broadview Advisors Milwaukee, Wisconsin	$0	-$526K	0	–	Closed
3599	BPM Bronson Point Management Fairfield, Connecticut	$0	-$2.38M	0	–	Closed
3600	BW Gestao de Investimentos Sao Paulo, Brazil	$0	-$4.12M	0	–	Closed