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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
1551	Summit Partners Public Asset Management Boston, Massachusetts	$94.9M	-$25M	4	1.67%	Reduced
1552	Private Capital Advisors Darien, Connecticut	$94.8M	-$355K	2	8.31%	Reduced
1553	GJL Gendell Jeffrey L	$94.7M	+$73.5M	2	0.84%	Increased
1554	Mizuho Markets Americas New York	$94.7M	+$49.8M	6	1.49%	Increased
1555	Tompkins Financial Ithaca, New York	$94.7M	-$3.12M	8	6.63%	Reduced
1556	Centiva Capital New York	$94.6M	-$92.7M	39	0.83%	Reduced
1557	Knollwood Investment Advisory Hunt Valley, Maryland	$94.5M	-$7.51M	11	8.41%	Reduced
1558	CRA Financial Services Northfield, New Jersey	$94.3M	+$515K	7	10.87%	Increased
1559	Slow Capital Greenbrae, California	$94.2M	-$4.23M	5	11%	Reduced
1560	RCM RB Capital Management Reno, Nevada	$94.1M	-$904K	4	18.34%	Reduced
1561	Maple Rock Capital Partners Toronto, Ontario, Canada	$93.8M	+$16.6M	2	1.84%	Increased
1562	SlateStone Wealth Jupiter, Florida	$93.7M	-$6.45M	6	7.17%	Reduced
1563	Forum Financial Management Lombard, Illinois	$93.4M	-$376K	7	1.2%	Reduced
1564	Disciplined Growth Investors Minneapolis, Minnesota	$93.4M	+$237K	3	1.58%	Increased
1565	CCG Ceeto Capital Group Coral Gables, Florida	$93.3M	+$136K	5	25.26%	Increased
1566	Ironvine Capital Partners Omaha, Nebraska	$93M	-$7.23M	3	8.67%	Reduced
1567	JC Joho Capital New York	$93M	+$16.5M	2	20.2%	Increased
1568	AAM AR Asset Management West Hollywood, California	$92.9M	-$3.7M	4	17.01%	Reduced
1569	Hosking Partners London, United Kingdom	$92.8M	-$22.2M	2	3.09%	Reduced
1570	Frontier Capital Management Boston, Massachusetts	$92.8M	+$21.5M	4	0.87%	Increased
1571	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$92.8M	-$356K	6	6.2%	Reduced
1572	SP ShawSpring Partners Boston, Massachusetts	$92.7M	-$5.94M	3	39.93%	Reduced
1573	SI Sava Infond Maribor, Slovenia	$92.6M	+$27.5M	8	6.57%	Increased
1574	Central Securities New York	$92.5M	+$4.27M	2	6.9%	Increased
1575	St. Denis J. Villere & Co New Orleans, Louisiana	$92.4M	-$11.7M	5	11.03%	Reduced