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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
1401	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$111M	-$366K	2	69.61%	Reduced
1402	Nemes Rush Group Novi, Michigan	$110M	+$1.43M	18	9.12%	Increased
1403	SCS Capital Management Boston, Massachusetts	$110M	-$4.5M	8	1.04%	Reduced
1404	Webster Bank Waterbury, Connecticut	$110M	-$2.56M	16	9.57%	Reduced
1405	Parkwood LLC Cleveland, Ohio	$110M	+$36.5M	6	7.9%	Increased
1406	GDS Wealth Management Flower Mound, Texas	$110M	+$5.98M	3	5.25%	Increased
1407	CFM Wealth Partners Austin, Texas	$110M	-$1.52M	3	14.07%	Reduced
1408	CC Cornerstone Capital Palo Alto, California	$110M	+$862K	5	9.84%	Increased
1409	North Star Investment Management Chicago, Illinois	$110M	+$1.72M	39	5.97%	Increased
1410	Arbejdsmarkedets Tillaegspension Hilleroed,	$110M	-$4.38M	4	2.39%	Reduced
1411	Flagship Harbor Advisors Boston, Massachusetts	$110M	-$1.88M	10	4.2%	Reduced
1412	Avantyr Capital Partners New York	$110M	+$50.1M	2	4.03%	Increased
1413	Fiduciary Alliance Greenville, South Carolina	$109M	-$39.4M	12	7.4%	Reduced
1414	First Merchants Corp Muncie, Indiana	$109M	-$4.93M	4	3.85%	Reduced
1415	SPM Sycamore Partners Management New York	$109M	$0	1	99.38%	Maintained
1416	Financiere des Professionnels Montreal, Quebec, Canada	$109M	-$58.4M	9	6.13%	Reduced
1417	Mar Vista Investment Partners Los Angeles, California	$109M	-$31.3M	2	10.82%	Reduced
1418	Turtle Creek Wealth Advisors Dallas, Texas	$109M	+$11.4M	10	5.73%	Increased
1419	IP Interval Partners New York	$109M	-$33.3M	7	2.8%	Reduced
1420	KR Capital LP New York City, New York	$109M	+$75.3M	7	10.76%	Increased
1421	MASTERINVEST Kapitalanlage Vienna,	$108M	+$5.76M	10	9.31%	Increased
1422	IGYL I.G.Y. Ltd London, United Kingdom	$108M	$0	1	44.16%	Maintained
1423	Lombard Odier Asset Management (Europe) London, United Kingdom	$108M	+$39.4M	11	4.56%	Increased
1424	Simmons Bank Pine Bluff, Arkansas	$108M	+$12.1M	7	6.16%	Increased
1425	Capital Analysts LLC Fort Washington, Pennsylvania	$108M	-$3.02M	14	2.48%	Reduced