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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	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.76M	+$15.9K	2	2.17%	Increased
2527	FPB First PREMIER Bank Sioux Falls, South Dakota	$2.75M	+$20.6K	4	2.19%	Increased
2528	RGNCM R.G. Niederhoffer Capital Management New York	$2.73M	+$2.57M	2	19.75%	New
2529	SRAM Stone Ridge Asset Management New York	$2.73M	-$284K	1	16.57%	Reduced
2530	LVP Limestone Value Partners Houston, Texas	$2.73M	+$548K	1	4.12%	Increased
2531	BCM Beddow Capital Management Jackson, Wyoming	$2.72M	+$2.59M	1	1.22%	New
2532	OCM Orleans Capital Management Mandeville, Louisiana	$2.72M	-$27.7K	1	2.05%	Reduced
2533	AGI Athena Global Investors Reston, Virginia	$2.72M	$0	1	2.8%	Maintained
2534	CS Credential Securities Vancouver,	$2.71M	+$19.2K	2	1.57%	Increased
2535	MCM Mork Capital Management Healdsburg, California	$2.69M	$0	3	2.62%	Maintained
2536	SG Somerset Group Wayzata, Minnesota	$2.69M	+$1.01M	2	2.92%	Increased
2537	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$2.68M	-$354K	3	2.53%	Reduced
2538	SIM SSI Investment Management Los Angeles, California	$2.66M	-$166	3	0.27%	Reduced
2539	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$2.64M	+$2.19M	1	3.36%	Increased
2540	PointState Capital New York	$2.64M	-$40.3M	2	0.07%	Reduced
2541	SC Scholtz & Company Stamford, Connecticut	$2.64M	-$303K	1	2.63%	Reduced
2542	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$2.63M	-$14.4M	2	6.71%	Reduced
2543	UAM UAS Asset Management New York	$2.63M	+$1.14M	2	1.55%	Increased
2544	WM WCG Management New York	$2.63M	-$2.47M	1	3.17%	Reduced
2545	LA Lucus Advisors New York	$2.61M	-$1.61M	5	1.54%	Reduced
2546	SBA Seven Bridges Advisors New York	$2.61M	+$298K	2	2.06%	Increased
2547	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$2.59M	-$282K	1	1.16%	Reduced
2548	BFA Beaumont Financial Advisors Needham, Massachusetts	$2.59M	-$5.54M	2	0.42%	Reduced
2549	DMC Drexel Morgan & Co Radnor, Pennsylvania	$2.59M	+$10.6K	2	3.03%	Increased
2550	MFS Madrona Financial Services Everett, Washington	$2.58M	+$2.13M	1	2.67%	Increased