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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
2576	DMK David M. Knott	$465K	$0	1	0.02%	Maintained
2577	LD Lipe & Dalton Syracuse, New York	$465K	+$10.7K	1	0.31%	Increased
2578	RIM Ranger Investment Management Dallas, Texas	$462K	-$13.4K	1	0.02%	Reduced
2579	DLG Daniel L. Goodwin	$456K	+$452K	2	0.08%	New
2580	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$453K	-$179K	2	0.09%	Reduced
2581	LIM Loudon Investment Management West Lebanon, New Hampshire	$445K	$0	1	0.32%	Maintained
2582	CFG CKW Financial Group Honolulu, Hawaii	$443K	-$106K	8	0.21%	Reduced
2583	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$442K	$0	1	0.04%	Maintained
2584	AFIA America First Investment Advisors Omaha, Nebraska	$439K	$0	3	0.21%	Maintained
2585	ACM American Capital Management New York	$439K	$0	1	0.05%	Maintained
2586	GC Gratry & Company Beachwood, Ohio	$438K	+$21.3K	1	0.16%	Increased
2587	HCP Holt Capital Partners Fort Worth, Texas	$436K	-$9.26K	5	0.25%	Reduced
2588	Rothschild & Co Wealth Management (UK) London, United Kingdom	$436K	+$454K	3	0.05%	New
2589	TSS Thomas Story & Son Culver, Indiana	$432K	$0	1	0.24%	Maintained
2590	TDC Thompson Davis & Co Richmond, Virginia	$430K	-$391K	18	0.71%	Reduced
2591	MAS Madden Advisory Services Jacksonville, Florida	$428K	+$13.9K	5	0.23%	Increased
2592	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$427K	-$289K	1	0.27%	Reduced
2593	BIM Beach Investment Management West Conshohocken, Pennsylvania	$424K	+$468K	1	0.56%	New
2594	CCM Courage Capital Management Nashville, Tennessee	$424K	$0	1	0.23%	Maintained
2595	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$420K	+$58.1K	2	0.01%	Increased
2596	CTC (Chicago Trading Company) Chicago, Illinois	$418K	+$462K	1	0.01%	New
2597	MC Menta Capital San Francisco, California	$411K	-$1.34M	1	0.12%	Reduced
2598	Miracle Mile Advisors Los Angeles, California	$406K	$0	1	0.79%	Maintained
2599	RTS Round Table Services Westfield, New Jersey	$406K	$0	1	0.45%	Maintained
2600	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$404K	-$166K	2	0.26%	Reduced