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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	AP AlpInvest Partners Amsterdam, Netherlands	$894K	-$1.13M	3	3.18%	Reduced
2527	FCCM First City Capital Management Savannah, Georgia	$886K	+$161K	11	0.63%	Increased
2528	AP Atwood & Palmer Kansas City, Missouri	$886K	-$499K	5	0.24%	Reduced
2529	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$885K	-$123K	2	0.54%	Reduced
2530	Avior Wealth Management Omaha, Nebraska	$884K	-$1.15M	2	0.74%	Reduced
2531	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$884K	-$82.5K	6	2.58%	Reduced
2532	BA Broadview Advisors Milwaukee, Wisconsin	$878K	-$119K	1	0.09%	Reduced
2533	GMA Goldstein Munger & Associates San Ramon, California	$878K	+$817K	2	0.36%	New
2534	AAP Ardsley Advisory Partners Stamford, Connecticut	$874K	-$1.56M	4	0.11%	Reduced
2535	SCP Syntal Capital Partners Midland, Texas	$861K	+$430K	2	0.42%	Increased
2536	PSC Piper Sandler & Co Minneapolis, Minnesota	$852K	+$473K	3	0.61%	Increased
2537	NCM Newgate Capital Management Greenwich, Connecticut	$847K	$0	1	0.22%	Maintained
2538	LG Laidlaw Group Bedford Hills, New York	$845K	+$1.7K	1	0.42%	Increased
2539	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$841K	-$10.6K	4	0.39%	Reduced
2540	RVGI RRE Ventures GP III New York	$836K	$0	1	4.34%	Maintained
2541	Donaldson Capital Management Evansville, Indiana	$834K	-$63.2K	1	0.13%	Reduced
2542	ZF Zhang Financial Portage, Michigan	$832K	+$128K	2	0.56%	Increased
2543	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$824K	+$114K	1	0.55%	Increased
2544	LFG LifePlan Financial Group Dayton, Ohio	$816K	-$82K	1	0.58%	Reduced
2545	FC Fayerweather Charles	$809K	$0	1	2.76%	Maintained
2546	WIC Wood Investment Counsel Denver, Colorado	$808K	$0	3	0.12%	Maintained
2547	HF Hoxton Financial Shepherdstown, West Virginia	$805K	+$22K	4	0.34%	Increased
2548	CRCP Copper Rock Capital Partners Boston, Massachusetts	$800K	-$26.6M	3	0.13%	Reduced
2549	AT Acadia Trust Portland, Maine	$796K	-$63.2K	2	0.29%	Reduced
2550	SAM Silphium Asset Management London, United Kingdom	$795K	+$530K	3	0.55%	Increased