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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
3601	YCM Yakira Capital Management Westport, Connecticut	$19K	$0	1	0.01%	Maintained
3602	WC Westwind Capital Las Cruces, New Mexico	$13K	+$12.1K	1	0.01%	New
3603	CI Global Investments Oakland, California	$11K	$0	1	0%	Maintained
3604	IAS INR Advisory Services Media, Pennsylvania	$9K	$0	1	0%	Maintained
3605	First Command Advisory Services Fort Worth, Texas	$8K	+$7.7K	1	0%	New
3606	NR Newfound Research Wellesley Hills, Massachusetts	$4K	+$92	1	0%	Increased
3607	CAM Chandler Asset Management San Diego, California	$1K	+$1K	1	0%	New
3608	Tortoise Capital Advisors Overland Park, Kansas	$1K	+$1.33K	1	0%	New
3609	2L 22NW LP Seattle, Washington	$0	-$543K	0	–	Closed
3610	Aristeia Capital Greenwich, Connecticut	$0	-$3.56M	0	–	Closed
3611	AF Aristotle Fund Portland, Maine	$0	-$4.55M	0	–	Closed
3612	AC Asturias Capital New York	$0	-$34M	0	–	Closed
3613	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$26.5M	0	–	Closed
3614	BCM Blockhouse Capital Management New York	$0	-$2.01M	0	–	Closed
3615	BTP Bloom Tree Partners New York	$0	-$9.95M	0	–	Closed
3616	BCM BlueMar Capital Management Miami, Florida	$0	-$7.94M	0	–	Closed
3617	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$104M	0	–	Closed
3618	Brandes Investment Partners La Jolla, California	$0	-$7.69M	0	–	Closed
3619	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$0	-$276K	0	–	Closed
3620	Charles Schwab Investment Advisory San Francisco, California	$0	-$329K	0	–	Closed
3621	Clal Insurance Tel-Aviv, Israel	$0	-$1.8M	0	–	Closed
3622	CC Clearline Capital New York	$0	-$454K	0	–	Closed
3623	CAM CMT Asset Management Chicago, Illinois	$0	-$558K	0	–	Closed
3624	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$0	-$40.5M	0	–	Closed
3625	CCPM Cooper Creek Partners Management New York	$0	-$3.85M	0	–	Closed