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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
2626	AIS AlphaOne Investment Services West Chester, Pennsylvania	$342K	-$10.5M	1	0.07%	Reduced
2627	DOA D'Orazio & Associates Falls Church, Virginia	$341K	+$326K	4	0.29%	New
2628	VCP Vista Capital Partners Portland, Oregon	$336K	-$1.58K	1	0.12%	Reduced
2629	CAL Capital Advisors Ltd Shaker Heights, Ohio	$335K	+$314K	3	0.22%	New
2630	Obermeyer Wealth Partners Aspen, Colorado	$334K	$0	1	0.09%	Maintained
2631	CM Capital Management Glen Allen, Virginia	$332K	$0	1	0.12%	Maintained
2632	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$331K	+$985	5	0.47%	Increased
2633	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$330K	+$311K	1	0.29%	New
2634	CP Coho Partners Berwyn, Pennsylvania	$326K	$0	1	0.03%	Maintained
2635	NI NFC Investments Memphis, Tennessee	$325K	$0	1	0.17%	Maintained
2636	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$324K	-$27.6K	2	0.1%	Reduced
2637	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$320K	+$6.88K	1	0.37%	Increased
2638	CPA Court Place Advisors Ellicott City, Maryland	$318K	+$299K	1	0.24%	New
2639	PR Payden & Rygel Los Angeles, California	$318K	$0	2	0.11%	Maintained
2640	MCM Marathon Capital Management Hunt Valley, Maryland	$317K	+$1.59K	1	0.23%	Increased
2641	WI Wedgewood Investors Erie, Pennsylvania	$314K	-$7.75K	1	0.35%	Reduced
2642	SRC Stone Run Capital New York	$311K	$0	1	0.22%	Maintained
2643	LFR Lehman Financial Resources Media, Pennsylvania	$292K	-$2.59M	4	0.18%	Reduced
2644	TFCP Twin Focus Capital Partners Boston, Massachusetts	$291K	+$274K	1	0.29%	New
2645	CMP Courage Miller Partners Norfolk, Virginia	$290K	$0	1	0.25%	Maintained
2646	BTCR Bankers Trust Cedar Rapids Cedar Rapids, Iowa	$289K	-$44.6K	1	11.63%	Reduced
2647	BCA Bernzott Capital Advisors Camarillo, California	$281K	+$264K	1	0.06%	New
2648	BA Bard Associates Chicago, Illinois	$280K	-$5.05K	1	0.12%	Reduced
2649	UFG United Fire Group Cedar Rapids, Iowa	$275K	$0	1	0.12%	Maintained
2650	EM Excalibur Management Waltham, Massachusetts	$269K	$0	1	0.29%	Maintained