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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
2476	TFO Tarbox Family Office Newport Beach, California	$1.03M	-$32.8K	9	0.92%	Reduced
2477	EEG E.E. Geduld	$1M	-$122K	2	0.54%	Reduced
2478	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$998K	-$190K	1	0.32%	Reduced
2479	RVGI RRE Ventures GP III New York	$990K	$0	1	4.97%	Maintained
2480	CCB Cutter & Co Brokerage Ballwin, Missouri	$987K	+$588K	2	0.39%	Increased
2481	CAM Commonfund Asset Management Wilton, Connecticut	$985K	-$5.22M	1	21.07%	Reduced
2482	FIM Friedberg Investment Management Houston, Texas	$983K	+$65.6K	1	0.38%	Increased
2483	EP Elkhorn Partners Omaha, Nebraska	$966K	+$24K	1	0.61%	Increased
2484	GAM Gould Asset Management Claremont, California	$966K	+$337K	2	0.51%	Increased
2485	MLL Moody Lynn & Lieberson Boston, Massachusetts	$943K	-$33.9M	3	0.14%	Reduced
2486	HCM Harvest Capital Management Concord, New Hampshire	$938K	$0	2	0.44%	Maintained
2487	OA Oxbow Advisors Austin, Texas	$926K	-$283K	2	0.14%	Reduced
2488	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$925K	+$10.7K	2	0.58%	Increased
2489	CFC Coyle Financial Counsel Glenview, Illinois	$913K	-$5M	1	1.28%	Reduced
2490	NFG Noven Financial Group Denver, Colorado	$904K	+$14.9K	1	0.7%	Increased
2491	FMA FNY Managed Accounts New York	$895K	-$493K	3	2.37%	Reduced
2492	HI Hudock Inc Williamsport, Pennsylvania	$891K	+$40.9K	4	0.74%	Increased
2493	CHFS Cobble Hill Financial Services Moorestown, New Jersey	$886K	$0	1	0.15%	Maintained
2494	Aspiriant LLC Los Angeles, California	$884K	+$220K	1	0.13%	Increased
2495	1CM 1492 Capital Management Milwaukee, Wisconsin	$879K	+$87.5K	1	0.44%	Increased
2496	AIM Assured Investment Management New York	$877K	-$272K	2	0.01%	Reduced
2497	TAM Thornmark Asset Management Toronto, Ontario, Canada	$866K	+$5.33K	1	2.35%	Increased
2498	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$864K	$0	1	0.16%	Maintained
2499	SAM Strategy Asset Managers Pasadena, California	$855K	+$48.7K	3	0.18%	Increased
2500	Waverly Advisors Birmingham, Alabama	$854K	-$1.34M	8	0.39%	Reduced