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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	TCM Tanaka Capital Management New York	$2.61M	-$1.62M	2	6.71%	Reduced
2502	DWA Dorsey Wright & Associates Pasadena, California	$2.6M	-$405K	2	1.38%	Reduced
2503	WPIC White Pine Investment Company Livonia, Michigan	$2.58M	-$1.99K	1	1.55%	Reduced
2504	CFSG Community Financial Services Group Newport, Vermont	$2.58M	+$2.69M	1	1.28%	New
2505	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$2.58M	-$7.46K	2	2.02%	Reduced
2506	PM Parametrica Management Wanchai, Hong Kong	$2.58M	+$1.92M	7	3.86%	Increased
2507	BC Banced Corp Edwardsville, Illinois	$2.58M	-$313K	3	4.83%	Reduced
2508	RTS Round Table Services Westfield, New Jersey	$2.58M	-$896K	4	1.45%	Reduced
2509	UM Ulysses Management New York	$2.58M	+$77.6K	1	0.3%	Increased
2510	GIM Guild Investment Management Los Angeles, California	$2.57M	+$2.07M	2	4.77%	Increased
2511	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.56M	-$143K	2	2.08%	Reduced
2512	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$2.55M	+$249K	1	3.19%	Increased
2513	SIM SSI Investment Management Los Angeles, California	$2.55M	-$7.53K	3	0.24%	Reduced
2514	PCA Peddock Capital Advisors Braintree, Massachusetts	$2.55M	+$363K	3	1.62%	Increased
2515	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$2.54M	+$29.8K	1	2.66%	Increased
2516	FC Financial Consulate Hunt Valley, Maryland	$2.54M	-$58.9K	1	1.95%	Reduced
2517	Empirical Wealth Management Seattle, Washington	$2.53M	-$285K	2	0.67%	Reduced
2518	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$2.53M	-$199K	3	1.89%	Reduced
2519	SCA Secor Capital Advisors New York	$2.53M	+$413K	4	0.32%	Increased
2520	Annex Advisory Services Brookfield, Wisconsin	$2.5M	+$49.7K	1	0.68%	Increased
2521	BPIM Brant Point Investment Management New York	$2.5M	-$404K	1	0.24%	Reduced
2522	FHC First Houston Capital Houston, Texas	$2.5M	-$863K	1	2.31%	Reduced
2523	DMK David M. Knott	$2.49M	$0	1	0.55%	Maintained
2524	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$2.49M	-$12M	1	1.76%	Reduced
2525	CI CAZ Investments Houston, Texas	$2.49M	$0	2	2.65%	Maintained