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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	PIM Progressive Investment Management Lake Oswego, Oregon	$2.24M	-$24.3M	3	7.73%	Reduced
2552	Algert Global San Francisco, California	$2.24M	+$1.14M	5	1.24%	Increased
2553	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$2.23M	-$487K	2	2.1%	Reduced
2554	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$2.23M	+$237K	2	0.87%	Increased
2555	Merriman Wealth Management Seattle, Washington	$2.23M	+$222K	2	2.27%	Increased
2556	Welch Group Birmingham, Alabama	$2.23M	+$108K	2	0.41%	Increased
2557	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$2.21M	+$40.8K	3	1.05%	Increased
2558	VNA VNBTrust National Association Charlottesville, Virginia	$2.21M	-$373K	3	1.05%	Reduced
2559	TMC Trellus Management Company Delray Beach, Florida	$2.2M	+$445K	3	2.62%	Increased
2560	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2.2M	-$38.5K	13	1.29%	Reduced
2561	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$2.19M	+$1.72M	1	0.76%	Increased
2562	MAA Mraz Amerine & Associates Modesto, California	$2.19M	-$25K	3	0.82%	Reduced
2563	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.19M	-$12K	2	1.23%	Reduced
2564	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$2.19M	$0	2	1.85%	Maintained
2565	MM Midas Management New York	$2.18M	-$334K	1	1.09%	Reduced
2566	BWM Biltmore Wealth Management Tempe, Arizona	$2.17M	-$1.02K	2	1.83%	Reduced
2567	CC Cornerstone Capital Palo Alto, California	$2.17M	-$225K	1	0.56%	Reduced
2568	BW Gestao de Investimentos Sao Paulo, Brazil	$2.15M	+$193K	3	1.19%	Increased
2569	CCM Canal Capital Management Richmond, Virginia	$2.13M	+$28.6K	1	1.97%	Increased
2570	New York Life Investment Management New York	$2.13M	-$72.1K	6	0.24%	Reduced
2571	VC Vicus Capital State College, Pennsylvania	$2.11M	+$161K	2	0.41%	Increased
2572	Aspiriant LLC Los Angeles, California	$2.1M	+$560K	2	0.27%	Increased
2573	Plancorp LLC Saint Louis, Missouri	$2.1M	-$237K	2	2.09%	Reduced
2574	CFA Cahill Financial Advisors Edina, Minnesota	$2.09M	-$327K	1	1.6%	Reduced
2575	DTL Dynamic Technology Lab Singapore	$2.08M	-$767K	6	0.9%	Reduced