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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	VAM Visionary Asset Management Houston, Texas	$2.9M	+$2.76M	2	1.03%	New
2502	MCM Matterhorn Capital Management San Antonio, Texas	$2.88M	-$5.68M	1	1.87%	Reduced
2503	PH Pinnacle Holdings Tulsa, Oklahoma	$2.88M	-$63.8K	2	1.38%	Reduced
2504	ST Spinnaker Trust Portland, Maine	$2.87M	-$50K	2	0.4%	Reduced
2505	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$2.87M	+$28.9K	5	1.81%	Increased
2506	DMK David M. Knott	$2.87M	$0	1	0.73%	Maintained
2507	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$2.87M	-$319K	1	2.71%	Reduced
2508	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$2.86M	+$70K	3	0.84%	Increased
2509	BCM Bayesian Capital Management Brooklyn, New York	$2.86M	-$2.18M	10	2.7%	Reduced
2510	CAM CMT Asset Management Chicago, Illinois	$2.85M	-$2.04M	2	0.19%	Reduced
2511	MCM Millie Capital Management Walnut Creek, California	$2.85M	+$37.9K	1	3.06%	Increased
2512	HWP Hefty Wealth Partners Auburn, Indiana	$2.85M	+$1.86M	3	2.66%	Increased
2513	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$2.83M	+$2.59M	1	1.58%	New
2514	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$2.81M	+$897K	5	2.67%	Increased
2515	IF IRON Financial Northbrook, Illinois	$2.81M	-$124K	1	2.84%	Reduced
2516	BCA Bray Capital Advisors Naples, Florida	$2.81M	-$1.44M	1	2.43%	Reduced
2517	Advent International Boston, Massachusetts	$2.8M	$0	1	0.07%	Maintained
2518	Annex Advisory Services Brookfield, Wisconsin	$2.8M	-$576K	1	0.79%	Reduced
2519	MA Menlo Advisors Menlo Park, California	$2.8M	-$11.8K	1	2.57%	Reduced
2520	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$2.79M	-$10.9M	3	0.58%	Reduced
2521	Simplicity Solutions Minneapolis, Minnesota	$2.79M	-$14.5M	4	1.71%	Reduced
2522	ADMI Albert D. Mason Inc Boston, Massachusetts	$2.79M	$0	2	1.71%	Maintained
2523	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$2.79M	+$268K	2	3.01%	Increased
2524	FA FCG Advisors Chatham, New Jersey	$2.78M	+$403K	1	0.98%	Increased
2525	VC Vicus Capital State College, Pennsylvania	$2.78M	+$89K	2	0.63%	Increased