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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
1351	Bar Harbor Wealth Management Concord, New Hampshire	$119M	+$9.23M	6	6.39%	Increased
1352	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$119M	+$21.5M	5	67.22%	Increased
1353	Starboard Value New York	$119M	-$97.1M	2	2.63%	Reduced
1354	Knights of Columbus Asset Advisors New Haven, Connecticut	$119M	-$131K	8	5.94%	Reduced
1355	Bowie Capital Management Richardson, Texas	$118M	-$76.5M	2	5.04%	Reduced
1356	Fernbridge Capital Management Los Angeles, California	$118M	+$15.4M	2	8.65%	Increased
1357	ICVCFIA IDG China Venture Capital Fund IV Associates Hong Kong	$118M	-$21.8M	2	80.19%	Reduced
1358	TM Thiel Macro Los Angeles, California	$118M	+$124M	1	28.18%	New
1359	Caldwell Trust Venice, Florida	$118M	-$1.31M	8	9.53%	Reduced
1360	Simon Quick Advisors Morristown, New Jersey	$118M	-$6.79M	6	4.76%	Reduced
1361	Clifford Capital Partners Alpine, Utah	$118M	+$16.6M	5	16.17%	Increased
1362	FNT First Nebraska Trust Lincoln, Nebraska	$117M	+$355K	5	9.49%	Increased
1363	Cornerstone Investment Partners Atlanta, Georgia	$117M	+$17.5M	11	3.92%	Increased
1364	Cornerstone Wealth Group Huntersville, North Carolina	$117M	-$5.31M	11	6.95%	Reduced
1365	Palisade Capital Management Fort Lee, New Jersey	$117M	-$1.63M	9	5.1%	Reduced
1366	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$117M	-$76M	20	1.87%	Reduced
1367	KMG Fiduciary Partners Toledo, Ohio	$117M	-$20.4M	6	10.87%	Reduced
1368	CF Clarity Financial Houston, Texas	$116M	+$29.4M	5	9.89%	Increased
1369	RC RV Capital Schindellegi, Switzerland	$116M	-$8.71M	1	30.31%	Reduced
1370	Callahan Advisors Houston, Texas	$116M	-$328K	4	8.74%	Reduced
1371	Spartan Wealth Advisory Services LLC Bingham Farms, Michigan	$116M	+$1.33M	9	9.48%	Increased
1372	GAMCO Investors Greenwich, Connecticut	$116M	-$18.3M	18	1.04%	Reduced
1373	Jump Financial Chicago, Illinois	$116M	-$11.8M	41	0.93%	Reduced
1374	Integrated Advisors Network Dallas, Texas	$115M	+$20.4M	11	5.3%	Increased
1375	Brickley Wealth Management San Mateo, California	$115M	+$3.47M	3	16.53%	Increased