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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
1801	PPWP Premier Path Wealth Partners Madison, New Jersey	$71.9M	+$1.4M	11	8.27%	Increased
1802	HCVG H Capital V GP Grand Cayman, Cayman Islands	$71.9M	$0	1	100%	Maintained
1803	L1 Capital Melbourne VIC 3000, Australia	$71.7M	-$96.1M	2	2.41%	Reduced
1804	Cooperman Leon G	$71.6M	$0	2	2.02%	Maintained
1805	NG Northstar Group New York	$71.6M	-$91K	6	9.21%	Reduced
1806	WFA Wellspring Financial Advisors Cleveland, Ohio	$71.6M	-$2.08M	6	4.71%	Reduced
1807	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$71.5M	+$15.8M	4	2.99%	Increased
1808	OMG One Madison Group New York	$71.5M	+$7.53M	1	6.87%	Increased
1809	CIM Coleford Investment Management Toronto, Ontario, Canada	$71.4M	+$16.4M	3	15.58%	Increased
1810	FAM Formidable Asset Management Cincinnati, Ohio	$71.2M	-$932K	12	11.33%	Reduced
1811	CFP Cascade Financial Partners San Diego, California	$71.2M	-$606K	3	6.18%	Reduced
1812	HI Hendershot Investments Centreville, Virginia	$71.1M	-$590K	3	9.29%	Reduced
1813	HCM Harvey Capital Management Palm Beach, Florida	$71M	-$1.01M	4	14.61%	Reduced
1814	RIA RPG Investment Advisory Pleasanton, California	$70.9M	-$265K	2	7.29%	Reduced
1815	OMC Overbrook Management Corp New York	$70.9M	-$7.08M	3	10.69%	Reduced
1816	SSA Sierra Summit Advisors Incline Village, Nevada	$70.8M	+$6.58M	6	7.91%	Increased
1817	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$70.8M	-$324K	3	5.79%	Reduced
1818	Sculptor Capital New York	$70.8M	+$36.1M	4	0.58%	Increased
1819	MIP Marietta Investment Partners Milwaukee, Wisconsin	$70.8M	-$5M	6	12.17%	Reduced
1820	CA CapWealth Advisors Franklin, Tennessee	$70.7M	+$137K	4	4.85%	Increased
1821	TLC True Light Capital Singapore,	$70.6M	-$3.44M	2	46.52%	Reduced
1822	TM Tikvah Management Charlotte, North Carolina	$70.5M	$0	1	21.41%	Maintained
1823	LSPW Lake Street Private Wealth Chicago, Illinois	$70.5M	-$908K	5	8.06%	Reduced
1824	VAS Valicenti Advisory Services Elmira, New York	$70.4M	-$56.5K	3	13.28%	Reduced
1825	MC Maren Capital Chicago, Illinois	$70.4M	+$681K	1	3.26%	Increased