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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	OIM Orca Investment Management Roseburg, Oregon	$2.33M	-$131K	2	2.07%	Reduced
2502	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.33M	+$24.5K	2	3.45%	Increased
2503	Harvard Management Company Boston, Massachusetts	$2.32M	-$18.8M	2	0.23%	Reduced
2504	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$2.31M	-$470K	1	0.57%	Reduced
2505	VP Value Partners Hong Kong	$2.31M	-$3.51M	2	3.76%	Reduced
2506	SCG Sonata Capital Group Seattle, Washington	$2.31M	+$2.28M	2	2.09%	New
2507	TCB Texas Capital Bancshares Dallas, Texas	$2.3M	-$198K	3	1.24%	Reduced
2508	WRHAM W.R. Huff Asset Management Stuart, Florida	$2.29M	+$2.26M	1	1.78%	New
2509	New York Life Investment Management New York	$2.28M	+$456K	6	0.27%	Increased
2510	EEG E.E. Geduld	$2.28M	+$1.82M	2	1.23%	Increased
2511	IFS Ifrah Financial Services Little Rock, Arkansas	$2.27M	-$36.1K	2	0.89%	Reduced
2512	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$2.25M	+$2.22M	1	2.19%	New
2513	LWA Lenox Wealth Advisors New York	$2.25M	+$145K	4	0.94%	Increased
2514	SC Schulhoff & Co Cincinnati, Ohio	$2.23M	-$5.07K	2	1.34%	Reduced
2515	HH Hilltop Holdings Dallas, Texas	$2.21M	-$261K	2	0.76%	Reduced
2516	IRS Invictus RG (Singapore) Singapore	$2.21M	+$567K	9	2.4%	Increased
2517	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$2.21M	+$2.08M	2	1.99%	New
2518	LWM Lenox Wealth Management Cincinnati, Ohio	$2.21M	+$37.6K	5	1.44%	Increased
2519	ACM Axel Capital Management New York	$2.2M	+$1.88M	2	2.15%	Increased
2520	PRHC P.R. Herzig & Co Roslyn Heights, New York	$2.19M	$0	1	3.39%	Maintained
2521	TMC Trellus Management Company Delray Beach, Florida	$2.19M	-$3.61M	3	3.22%	Reduced
2522	DCM Dialectic Capital Management Norwalk, Connecticut	$2.19M	+$1.13M	1	0.41%	Increased
2523	WCM Westerly Capital Management San Francisco, California	$2.19M	+$2.36M	1	1.59%	New
2524	SS Sunbelt Securities Houston, Texas	$2.18M	+$2.12M	3	2.86%	New
2525	CFA Cahill Financial Advisors Edina, Minnesota	$2.18M	-$72.6K	2	1.68%	Reduced