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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	FIM Friedberg Investment Management Houston, Texas	$922K	+$187K	1	0.37%	Increased
2502	GA Glenhill Advisors New York	$916K	-$6.54M	3	0.09%	Reduced
2503	TAM Thornmark Asset Management Toronto, Ontario, Canada	$899K	-$58.2K	1	2.47%	Reduced
2504	SCM Stadium Capital Management New Canaan, Connecticut	$890K	-$1.14M	1	0.25%	Reduced
2505	HI Hudock Inc Williamsport, Pennsylvania	$886K	-$3.84K	4	0.75%	Reduced
2506	HA Heartland Advisors Milwaukee, Wisconsin	$883K	+$799K	1	0.02%	New
2507	TDC Thompson Davis & Co Richmond, Virginia	$878K	+$816K	14	1.33%	New
2508	WIC Wood Investment Counsel Denver, Colorado	$870K	+$226K	3	0.14%	Increased
2509	AWA ARS Wealth Advisors St. Petersburg, Florida	$867K	+$817K	1	0.53%	New
2510	HP Hound Partners New York	$862K	+$957K	1	0.04%	New
2511	Moneta Group Investment Advisors St Louis, Missouri	$858K	-$107K	3	0.52%	Reduced
2512	NERM New England Research & Management Chicago, Illinois	$858K	+$806K	2	0.83%	New
2513	ACM Aviance Capital Management Sarasota, Florida	$851K	-$15.7K	4	0.45%	Reduced
2514	SAM Strategy Asset Managers Pasadena, California	$849K	+$297K	3	0.19%	Increased
2515	AT Acadia Trust Portland, Maine	$840K	+$297K	2	0.33%	Increased
2516	GMA Goldstein Munger & Associates San Ramon, California	$840K	$0	2	0.35%	Maintained
2517	CC Clearline Capital New York	$829K	+$782K	1	0.26%	New
2518	GF Gerry Farber New York	$825K	-$1.66M	2	0.82%	Reduced
2519	FC Fairpointe Capital Chicago, Illinois	$813K	+$32.3K	1	0.01%	Increased
2520	SEC Seven Eight Capital New York	$813K	+$756K	7	0.9%	New
2521	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$811K	-$86.1K	1	0.53%	Reduced
2522	GCA Gideon Capital Advisors New York	$811K	+$773K	2	0.48%	New
2523	OCG Opus Capital Group Cincinnati, Ohio	$811K	$0	2	0.04%	Maintained
2524	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$790K	-$127K	4	0.38%	Reduced
2525	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$787K	-$3.87K	1	0.52%	Reduced