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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	BCM Birmingham Capital Management Birmingham, Alabama	$2.01M	-$319K	3	0.88%	Reduced
2527	CC Cornerstone Capital Palo Alto, California	$2.01M	$0	1	0.5%	Maintained
2528	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$2.01M	-$86K	1	0.56%	Reduced
2529	Welch Group Birmingham, Alabama	$2.01M	+$47.4K	2	0.39%	Increased
2530	OIM Orca Investment Management Roseburg, Oregon	$2M	-$103K	2	2.45%	Reduced
2531	EA Elm Advisors Burlingame, California	$1.97M	+$14.1K	2	2.04%	Increased
2532	NFGCM Norman Fields Gottscho Capital Management New York	$1.97M	-$95.7K	1	1.35%	Reduced
2533	SC Schulhoff & Co Cincinnati, Ohio	$1.96M	-$145K	2	1.41%	Reduced
2534	DMK David M. Knott	$1.95M	-$212K	1	0.48%	Reduced
2535	DWA Dorsey Wright & Associates Pasadena, California	$1.95M	-$655K	1	1.03%	Reduced
2536	GCM Goldman Capital Management New York	$1.95M	+$13.8K	1	1.39%	Increased
2537	TCB Texas Capital Bancshares Dallas, Texas	$1.95M	-$61.3K	3	1.63%	Reduced
2538	CFA Camarda Financial Advisors Fleming Island, Florida	$1.93M	-$202K	2	1.2%	Reduced
2539	CP Cinque Partners Los Angeles, California	$1.93M	+$355K	2	3.26%	Increased
2540	SCM Stellar Capital Management Phoenix, Arizona	$1.92M	+$24.3K	2	2.48%	Increased
2541	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$1.9M	+$144K	1	0.39%	Increased
2542	TMC Trellus Management Company Delray Beach, Florida	$1.89M	-$831K	2	2.78%	Reduced
2543	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.89M	-$38.8K	1	1.22%	Reduced
2544	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.84M	-$108K	2	2.16%	Reduced
2545	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.84M	+$94.3K	1	0.26%	Increased
2546	QC QCM Cayman Houston, Texas	$1.84M	+$1.55M	4	0.61%	Increased
2547	MCF Advisors Covington, Kentucky	$1.83M	-$4.74K	6	0.47%	Reduced
2548	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$1.82M	+$129K	2	0.95%	Increased
2549	MCM Mork Capital Management Healdsburg, California	$1.82M	+$596K	2	2.15%	Increased
2550	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1.81M	+$775K	12	1.59%	Increased