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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	ACM Americafirst Capital Management Roseville, California	$2.18M	+$922K	2	1.29%	Increased
2502	CI CAZ Investments Houston, Texas	$2.17M	-$4.68M	2	1.74%	Reduced
2503	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$2.16M	-$1.21M	5	0.37%	Reduced
2504	AT Argent Trust San Antonio, Texas	$2.15M	-$1.82M	2	2.44%	Reduced
2505	Regents of the University of California Oakland, California	$2.15M	$0	2	6.73%	Maintained
2506	GVT Genesee Valley Trust Pittsford, New York	$2.14M	-$1.05M	2	1.42%	Reduced
2507	POA Pergamon Offshore Advisors New York	$2.14M	+$243K	4	2.33%	Increased
2508	WOC West Oak Capital Westlake Village, California	$2.12M	+$18.4K	4	1.71%	Increased
2509	New York Life Investment Management New York	$2.1M	-$95.6K	6	0.2%	Reduced
2510	AIM Aspen Investment Management Grand Rapids, Michigan	$2.1M	-$113K	3	2.05%	Reduced
2511	IMAS ID Management A/S Randers, Denmark	$2.1M	+$2.23M	2	0.91%	New
2512	CCM Canal Capital Management Richmond, Virginia	$2.09M	+$121K	1	2.1%	Increased
2513	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.07M	+$14.4K	2	3.56%	Increased
2514	BCM Boltwood Capital Management Walnut Creek, California	$2.07M	+$202K	3	2.21%	Increased
2515	AH Achievement Holdings Chicago, Illinois	$2.07M	-$15.5M	2	0.17%	Reduced
2516	BCM Bienville Capital Management New York	$2.06M	$0	2	0.85%	Maintained
2517	GCMG Gyroscope Capital Management Group Naples, Florida	$2.06M	+$19.9K	1	1.75%	Increased
2518	NERM New England Research & Management Chicago, Illinois	$2.03M	-$452K	3	1.93%	Reduced
2519	BW Gestao de Investimentos Sao Paulo, Brazil	$2.03M	+$160K	2	1.42%	Increased
2520	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$2.02M	$0	2	2.11%	Maintained
2521	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$2.02M	+$276K	1	1.96%	Increased
2522	LCG Lisanti Capital Growth New York	$2.02M	-$854K	3	1.82%	Reduced
2523	HCM Hengehold Capital Management Cincinnati, Ohio	$2.02M	-$36.7K	2	0.88%	Reduced
2524	SC Scholtz & Company Stamford, Connecticut	$2.01M	+$2.14M	1	2.15%	New
2525	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$2.01M	-$859K	2	1.82%	Reduced