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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
2601	WRBC W.R. Berkley Corp Greenwich, Connecticut	$1.76M	$0	1	0.23%	Maintained
2602	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$1.75M	+$462K	3	1.37%	Increased
2603	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$1.75M	-$1.62K	1	0.55%	Reduced
2604	CAM Concorde Asset Management Ann Arbor, Michigan	$1.74M	+$1.79M	2	2.18%	New
2605	ACP Acuta Capital Partners Redwood City, California	$1.73M	+$1.69M	1	1.17%	New
2606	VC Vicus Capital State College, Pennsylvania	$1.73M	+$81.4K	1	0.5%	Increased
2607	SAM Summit Asset Management Memphis, Tennessee	$1.73M	+$11.4K	2	1.25%	Increased
2608	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$1.71M	$0	1	0.24%	Maintained
2609	TBAM True Bearing Asset Management San Francisco, California	$1.71M	-$864K	2	0.85%	Reduced
2610	Merriman Wealth Management Seattle, Washington	$1.71M	+$19.4K	1	2.44%	Increased
2611	NYLT New York Life Trust New York	$1.7M	+$157K	6	6.73%	Increased
2612	PO Private Ocean San Rafael, California	$1.69M	+$269K	3	1.26%	Increased
2613	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$1.69M	-$386K	1	1.49%	Reduced
2614	PCM Price Capital Management Lafayette, Louisiana	$1.68M	+$1.46M	1	1.48%	New
2615	Tower Research Capital (TRC) New York	$1.68M	-$28.5M	37	0.16%	Reduced
2616	SG StepStone Group La Jolla, California	$1.68M	-$422K	2	0.38%	Reduced
2617	JDR Jay D. Rosenbaum	$1.66M	+$1.63M	2	0.37%	New
2618	AP Atwood & Palmer Kansas City, Missouri	$1.66M	-$78.1K	5	0.31%	Reduced
2619	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.66M	-$1.99M	1	0.08%	Reduced
2620	GIM Guardian Investment Management Tiburon, California	$1.66M	+$1.63M	1	1.75%	New
2621	HPBT High Point Bank & Trust High Point, North Carolina	$1.63M	-$212K	5	0.55%	Reduced
2622	CCM Catapult Capital Management New York	$1.62M	-$1.87M	2	0.41%	Reduced
2623	TCM Trafelet Capital Management New York	$1.62M	-$6.99M	1	1.02%	Reduced
2624	FC Fairpointe Capital Chicago, Illinois	$1.61M	+$772K	2	0.02%	Increased
2625	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$1.61M	$0	1	0.35%	Maintained