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
5701	TPW TL Private Wealth Southlake, Texas	$0	-$568K	0	–	Closed
5702	TCIM TOMS Capital Investment Management New York	$0	-$70.1M	0	–	Closed
5703	TPM Totem Point Management New York	$0	-$14.8M	0	–	Closed
5704	TC Touchstone Capital Pittsburgh, Pennsylvania	$0	-$219K	0	–	Closed
5705	TI Trigran Investments Northbrook, Illinois	$0	-$210K	0	–	Closed
5706	Troy Asset Management London, United Kingdom	$0	-$2.82M	0	–	Closed
5707	TLFA True Link Financial Advisors San Francisco, California	$0	-$252K	0	–	Closed
5708	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$0	-$1.73M	0	–	Closed
5709	UVM Upfront Ventures Management Santa Monica, California	$0	-$27.9M	0	–	Closed
5710	VDBMI Van Den Berg Management I Austin, Texas	$0	-$211K	0	–	Closed
5711	Voleon Capital Management Berkeley, California	$0	-$113M	0	–	Closed
5712	WCP Waterfront Capital Partners New York	$0	-$4.08M	0	–	Closed
5713	WC Wealthspring Capital West Harrison, New York	$0	-$2.43M	0	–	Closed
5714	ZP Zimmer Partners New York	$0	-$12.1M	0	–	Closed