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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	SWA Sutton Wealth Advisors Tampa, Florida	$2.62M	-$27.4K	11	2.35%	Reduced
2627	OA Opes Advisors Cupertino, California	$2.62M	+$2.58M	1	2.69%	New
2628	RW REDW Wealth Albuquerque, New Mexico	$2.62M	+$2.64M	4	2.96%	New
2629	KPF K2 Principal Fund Toronto, Ontario, Canada	$2.61M	+$4.88M	1	0.25%	New
2630	OC Oarsman Capital Milwaukee, Wisconsin	$2.61M	-$1.17M	2	1.68%	Reduced
2631	PG Proffitt & Goodson Knoxville, Tennessee	$2.61M	+$326K	2	1.32%	Increased
2632	PPCP Pivot Point Capital Partners San Francisco, California	$2.61M	+$2.58M	1	1.57%	New
2633	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.59M	-$607K	4	0.74%	Reduced
2634	CIM Cetera Investment Management El Segundo, California	$2.59M	-$724K	2	1.94%	Reduced
2635	DCM Dialectic Capital Management Norwalk, Connecticut	$2.59M	-$2.68M	2	1.46%	Reduced
2636	PI Pettee Investors Rowayton, Connecticut	$2.59M	$0	3	2.46%	Maintained
2637	PIM Parker Investment Management Menlo Park, California	$2.58M	$0	1	1.39%	Maintained
2638	SST S Squared Technology New York	$2.58M	-$1.86M	1	2.8%	Reduced
2639	CA Cambridge Advisors Omaha, Nebraska	$2.57M	-$5.78K	1	1.14%	Reduced
2640	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$2.56M	+$184K	4	0.94%	Increased
2641	CCM Coe Capital Management Highland Park, Illinois	$2.56M	-$7.82M	3	3.3%	Reduced
2642	SIM SSI Investment Management Los Angeles, California	$2.56M	-$285K	3	0.23%	Reduced
2643	HCM Hengehold Capital Management Cincinnati, Ohio	$2.55M	-$1.57M	3	0.78%	Reduced
2644	VCM Versant Capital Management Phoenix, Arizona	$2.53M	-$147K	19	1.45%	Reduced
2645	CWM Confluence Wealth Management Portland, Oregon	$2.52M	-$13.4K	2	1.26%	Reduced
2646	AHB Abner Herrman & Brock Jersey City, New Jersey	$2.51M	-$25.8K	2	0.53%	Reduced
2647	SCM Stellar Capital Management Phoenix, Arizona	$2.51M	+$2.47M	2	2.07%	New
2648	KSA Ken Stern & Associates San Diego, California	$2.51M	+$44.6K	3	1.3%	Increased
2649	Pure Financial Advisors San Diego, California	$2.5M	+$872K	2	0.75%	Increased
2650	PGA Portland Global Advisors Portland, Maine	$2.5M	+$356K	2	1.09%	Increased