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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
2526	1CM 1492 Capital Management Milwaukee, Wisconsin	$784K	+$751K	1	0.42%	New
2527	BA Bridgewater Advisors New York	$784K	+$748K	2	0.81%	New
2528	LFG LifePlan Financial Group Dayton, Ohio	$783K	-$148K	3	0.53%	Reduced
2529	ZTNA Zions Trust National Association Salt Lake City, Utah	$781K	-$76K	4	1.07%	Reduced
2530	TCCM Timber Creek Capital Management Boston, Massachusetts	$772K	-$33.9K	4	0.72%	Reduced
2531	Donaldson Capital Management Evansville, Indiana	$769K	+$72.5K	1	0.15%	Increased
2532	TCM Tran Capital Management San Rafael, California	$767K	-$371K	2	0.01%	Reduced
2533	Peconic Partners New York	$757K	$0	1	0.08%	Maintained
2534	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$748K	+$736K	1	0.63%	New
2535	SC Sumit Capital New York	$740K	+$684K	2	1.32%	New
2536	QLMGAA QS Legg Mason Global Asset Allocation New York	$739K	+$628K	1	0.11%	Increased
2537	MFP Michael F. Price	$734K	+$678K	1	0.09%	New
2538	Alyeska Investment Group Chicago, Illinois	$732K	-$22M	1	0.03%	Reduced
2539	NCM Newgate Capital Management Greenwich, Connecticut	$730K	$0	1	0.14%	Maintained
2540	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$730K	+$273K	2	0.48%	Increased
2541	LG Laidlaw Group Bedford Hills, New York	$727K	+$3.17K	1	0.39%	Increased
2542	FC Fayerweather Charles	$696K	+$26.4K	1	2.43%	Increased
2543	KA KLCM Advisors Milwaukee, Wisconsin	$695K	-$138K	1	0.19%	Reduced
2544	Aspiriant LLC Los Angeles, California	$692K	+$52.9K	1	0.11%	Increased
2545	GCM GeoSphere Capital Management Miami Beach, Florida	$688K	+$614K	1	0.99%	New
2546	SJL Shayne & Jacobs LLC Nashville, Tennessee	$684K	$0	1	0.57%	Maintained
2547	MAP Managed Asset Portfolios Rochester, Michigan	$678K	+$650K	1	0.48%	New
2548	GAM Garrison Asset Management Fayetteville, Arkansas	$664K	$0	2	0.54%	Maintained
2549	CCM Credo Capital Management Baltimore, Maryland	$662K	+$404K	4	2.85%	Increased
2550	DMK David M. Knott	$653K	$0	1	0.02%	Maintained