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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
2501	CL CIM LLC Albany, New York	$40.1M	-$1.46M	3	5.19%	Reduced
2502	PFG Premier Financial Group Eureka, California	$40.1M	+$4.01M	3	8.06%	New
2503	PCG PFC Capital Group Los Angeles, California	$40M	-$216K	4	15.39%	Reduced
2504	TAS TIFF Advisory Services Radnor, Pennsylvania	$39.9M	-$10.7M	1	9.79%	Reduced
2505	KNW Kesler Norman & Wride Ogden, Utah	$39.8M	-$159K	10	6.31%	Reduced
2506	CC Crosslink Capital Menlo Park, California	$39.8M	-$13.6M	2	2.94%	Reduced
2507	A Argentarii Cincinnati, Ohio	$39.7M	+$1.25M	7	11.97%	Increased
2508	Emerald Advisers Leola, Pennsylvania	$39.6M	-$2.59M	5	0.93%	Reduced
2509	SP Symmetry Partners Glastonbury, Connecticut	$39.5M	+$1.94M	6	2.02%	Increased
2510	GIC GFI Investment Counsel Toronto, Ontario, Canada	$39.5M	-$1.63M	2	5.36%	Reduced
2511	CWA Consilio Wealth Advisors Bellevue, Washington	$39.5M	+$6.79M	3	9.47%	Increased
2512	CA Crewe Advisors Salt Lake City, Utah	$39.5M	-$227K	24	2.86%	Reduced
2513	PCA Peddock Capital Advisors Braintree, Massachusetts	$39.5M	-$62.3K	5	7.88%	Reduced
2514	WI Whitebark Investors Incline Village, Nevada	$39.4M	+$147K	2	30.44%	Increased
2515	THCM Taylor Hoffman Capital Management Richmond, Virginia	$39.4M	-$150K	5	9.57%	Reduced
2516	LC LRZ Capital Miami, Florida	$39.3M	+$610K	3	19.91%	Increased
2517	BPIA Broad Peak Investment Advisers Singapore	$39.3M	-$868K	2	7.22%	Reduced
2518	CCM Cinctive Capital Management New York	$39.3M	+$9.01M	7	1.45%	Increased
2519	V ValueWorks New York	$39.2M	+$9.07M	3	8.18%	Increased
2520	KA Kerrisdale Advisers Miami, Florida	$39.2M	-$2.65M	12	9.81%	Reduced
2521	BMWM Brown Miller Wealth Management Mclean, Virginia	$39.2M	+$435K	4	9.86%	Increased
2522	Weiss Asset Management Boston, Massachusetts	$39.1M	-$39M	16	0.41%	Reduced
2523	OFS OMC Financial Services Dewitt, New York	$39.1M	-$895K	3	12.95%	Reduced
2524	TPWA TRUE Private Wealth Advisors Salem, Oregon	$39.1M	-$1.58M	4	3.37%	Reduced
2525	HA Herold Advisors New York	$39.1M	-$159K	6	7.72%	Reduced