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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
2551	ZTNA Zions Trust National Association Salt Lake City, Utah	$783K	-$48.4K	3	1.1%	Reduced
2552	OAM Occidental Asset Management Burlingame, California	$777K	-$4.27M	1	1.33%	Reduced
2553	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$772K	$0	1	0.51%	Maintained
2554	Waverly Advisors Birmingham, Alabama	$769K	-$132K	9	0.32%	Reduced
2555	PCC Park Circle Company Baltimore, Maryland	$758K	+$107K	3	0.51%	Increased
2556	PA Parkside Advisors Berkeley, California	$750K	+$687K	1	0.53%	New
2557	Peconic Partners New York	$748K	$0	1	0.08%	Maintained
2558	SA Springowl Associates New York	$744K	+$728K	1	6.51%	New
2559	VFP Verus Financial Partners Richmond, Virginia	$736K	+$11.2K	1	0.41%	Increased
2560	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$729K	-$2.11M	1	0.27%	Reduced
2561	NERM New England Research & Management Chicago, Illinois	$728K	-$588K	2	0.65%	Reduced
2562	1CM 1492 Capital Management Milwaukee, Wisconsin	$726K	-$19.1K	1	0.37%	Reduced
2563	NCM Newland Capital Management New York	$719K	-$1.25M	1	0.6%	Reduced
2564	Mizuho Securities USA New York	$702K	+$643K	1	0.3%	New
2565	PAG Pinnacle Advisory Group Columbia, Maryland	$698K	-$470K	1	0.08%	Reduced
2566	Pathstone Family Office Englewood, New Jersey	$695K	-$65.2K	4	1.97%	Reduced
2567	RIM Ranger Investment Management Dallas, Texas	$687K	+$173K	1	0.03%	Increased
2568	JIR James Investment Research Alpha, Ohio	$682K	+$313K	2	0.02%	Increased
2569	FC Fairpointe Capital Chicago, Illinois	$681K	-$130K	1	0.01%	Reduced
2570	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$679K	+$814K	1	0.15%	New
2571	MAS Madden Advisory Services Jacksonville, Florida	$677K	+$175K	5	0.34%	Increased
2572	WA WESPAC Advisors Orinda, California	$672K	-$745K	1	0.77%	Reduced
2573	ARM Adirondack Research & Management Guilderland, New York	$668K	$0	1	0.23%	Maintained
2574	AAM American Asset Management Boca Raton, Florida	$665K	+$16.7K	1	0.31%	Increased
2575	DCM Destrier Capital Management New York	$660K	+$683K	1	0.22%	New