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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	% of Portfolio	Status
5801	IM Islet Management New York	$0	-$271K	–	Closed
5802	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$0	-$808K	–	Closed
5803	JC Joho Capital New York	$0	-$38.4M	–	Closed
5804	JRCM Jones Road Capital Management New York	$0	-$12.4M	–	Closed
5805	JAMH Junson Asset Management (HK) Hong Kong	$0	-$10.8M	–	Closed
5806	KCM Karp Capital Management Sausalito, California	$0	-$21.6M	–	Closed
5807	KCM Kensico Capital Management Greenwich, Connecticut	$0	-$52.5M	–	Closed
5808	KLC Kent Lake Capital Reno, Nevada	$0	-$4.15M	–	Closed
5809	KHCM Kettle Hill Capital Management New York	$0	-$9.22M	–	Closed
5810	KSCM King Street Capital Management New York	$0	-$1.29M	–	Closed
5811	KAM Kraft Asset Management Nashville, Tennessee	$0	-$324K	–	Closed
5812	LCM Lakewood Capital Management New York	$0	-$3.23M	–	Closed
5813	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$0	-$228K	–	Closed
5814	LPARFS Leverage Partners Absolute Return Fund SPC Cayman Islands Ky1-11111, Cayman Islands	$0	-$8.1M	–	Closed
5815	LCG Lisanti Capital Growth New York	$0	-$5.86M	–	Closed
5816	LCM Lynwood Capital Management Toronto, Ontario, Canada	$0	-$648K	–	Closed
5817	MDSL M.D. Sass LLC New York	$0	-$6.55M	–	Closed
5818	MHB Midwest Heritage Bank West Des Moines, Iowa	$0	-$220K	–	Closed
5819	MUFG Americas New York	$0	-$339M	–	Closed
5820	NWM Navigation Wealth Management Fort Collins, Colorado	$0	-$73K	–	Closed
5821	NIMC Nierenberg Investment Management Company Camas, Washington	$0	-$1.58M	–	Closed
5822	NP Ninepoint Partners Toronto, Ontario, Canada	$0	-$645K	–	Closed
5823	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$0	-$10.8M	–	Closed
5824	OCMH Oxbow Capital Management (HK) Hong Kong	$0	-$10M	–	Closed
5825	PCM Palestra Capital Management New York	$0	-$119M	–	Closed