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
5851	SWM Stapp Wealth Management Olympia, Washington	$0	-$64K	0	–	Closed
5852	Starboard Value New York	$0	-$8.6M	0	–	Closed
5853	SPC Stony Point Capital New York	$0	-$10.6M	0	–	Closed
5854	SCA Summit Creek Advisors Minneapolis, Minnesota	$0	-$19.9M	0	–	Closed
5855	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$5.39M	0	–	Closed
5856	SIS Susquehanna International Securities Dublin, Ireland	$0	-$1.17M	0	–	Closed
5857	SCM Suvretta Capital Management New York	$0	-$82.9M	0	–	Closed
5858	TP Teca Partners Austin, Texas	$0	-$2.11M	0	–	Closed
5859	Tenor Capital Management New York	$0	-$768K	0	–	Closed
5860	TIM Timelo Investment Management Aurora, Ontario, Canada	$0	-$147K	0	–	Closed
5861	TPM Totem Point Management New York	$0	-$1.64M	0	–	Closed
5862	TC TradeLink Capital Chicago, Illinois	$0	-$383K	0	–	Closed
5863	TAM Trikon Asset Management Hong Kong	$0	-$280K	0	–	Closed
5864	TCCM Two Creeks Capital Management New York	$0	-$39.2M	0	–	Closed
5865	VCM Venator Capital Management Toronto, Ontario, Canada	$0	-$7.41M	0	–	Closed
5866	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$0	-$5.5M	0	–	Closed
5867	YSP Yarra Square Partners New York	$0	-$3.77M	0	–	Closed
5868	ZCM Zebra Capital Management Stamford, Connecticut	$0	-$216K	0	–	Closed
5869	ZP Zimmer Partners New York	$0	-$715K	0	–	Closed