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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	NFGCM Norman Fields Gottscho Capital Management New York	$2.41M	+$323K	1	1.6%	Increased
2577	SSCM Summit Street Capital Management New York	$2.4M	+$2.2M	1	2.5%	New
2578	VCM Versant Capital Management Phoenix, Arizona	$2.4M	-$58.5K	19	1.45%	Reduced
2579	BIM Beach Investment Management West Conshohocken, Pennsylvania	$2.4M	+$1.93M	2	4.37%	Increased
2580	ARGA Investment Management Stamford, Connecticut	$2.39M	+$2.27M	1	0.79%	New
2581	PCA Peddock Capital Advisors Braintree, Massachusetts	$2.39M	+$426K	3	1.81%	Increased
2582	Regents of the University of California Oakland, California	$2.38M	$0	2	8.23%	Maintained
2583	PCM Perkins Capital Management Wayzata, Minnesota	$2.36M	+$1.21M	5	2.96%	Increased
2584	LG Leuthold Group Minneapolis, Minnesota	$2.36M	+$2.24M	2	0.26%	New
2585	HCM Highlander Capital Management Short Hills, New Jersey	$2.35M	+$394K	8	2.2%	Increased
2586	PI Pettee Investors Rowayton, Connecticut	$2.35M	-$559K	3	2.43%	Reduced
2587	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.34M	+$93.3K	2	3.3%	Increased
2588	FP FDO Partners Cambridge, Massachusetts	$2.34M	-$3.05M	3	1.52%	Reduced
2589	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2.32M	+$213K	14	1.4%	Increased
2590	FAS Formuepleje A/S Aarhus C, Denmark	$2.32M	+$147K	2	0.29%	Increased
2591	AAC Asset Advisors Corp Augusta, Georgia	$2.32M	+$316K	4	0.5%	Increased
2592	Avior Wealth Management Omaha, Nebraska	$2.31M	+$72.1K	5	1.02%	Increased
2593	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$2.3M	-$388K	3	2.04%	Reduced
2594	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$2.3M	$0	2	1.81%	Maintained
2595	CWM Catamount Wealth Management Westport, Connecticut	$2.3M	-$4.96M	1	2.66%	Reduced
2596	KLI Kelman-Lazarov Inc Memphis, Tennessee	$2.29M	+$2.13M	7	1.34%	New
2597	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$2.29M	-$259K	2	2.67%	Reduced
2598	BOS Bank of Stockton Stockton, California	$2.28M	+$62.2K	1	1.24%	Increased
2599	RA Rational Advisors Huntington, New York	$2.28M	+$2.09M	1	1.49%	New
2600	BRF B. Riley Financial Los Angeles, California	$2.27M	-$78.3K	4	1.67%	Reduced