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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
2726	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$946K	-$517K	1	0.46%	Reduced
2727	FM Forward Management San Francisco, California	$945K	-$245K	1	0.08%	Reduced
2728	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$935K	-$70.6K	2	0.75%	Reduced
2729	WAMC Western Asset Management Company Pasadena, California	$933K	+$1.07M	1	0.82%	New
2730	HP Harvey Partners Tarrytown, New York	$917K	-$267K	1	0.57%	Reduced
2731	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$905K	-$103K	2	0.51%	Reduced
2732	AIC Ayalon Insurance Company Ramat Gan, Israel	$903K	-$618K	3	0.75%	Reduced
2733	KFA Kays Financial Advisory Atlanta, Georgia	$895K	+$236K	1	0.51%	Increased
2734	DOA D'Orazio & Associates Falls Church, Virginia	$890K	+$32.6K	6	0.45%	Increased
2735	SCM Seamans Capital Management Boston, Massachusetts	$889K	$0	2	2.94%	Maintained
2736	Peconic Partners New York	$888K	$0	1	0.15%	Maintained
2737	DLG Daniel L. Goodwin	$887K	$0	2	0.24%	Maintained
2738	EM Emancipation Management New York	$882K	-$1.65M	1	0.82%	Reduced
2739	AEPG American Economic Planning Group Warren, New Jersey	$881K	+$237K	1	0.39%	Increased
2740	PIM Provident Investment Management Novi, Michigan	$880K	-$1.56M	1	0.18%	Reduced
2741	AWM AllSquare Wealth Management Albany, New York	$867K	+$76.1K	6	0.89%	Increased
2742	GBA Garrison Bradford & Associates New York	$867K	$0	2	0.96%	Maintained
2743	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$852K	-$7.35K	2	0.59%	Reduced
2744	SAM Silphium Asset Management London, United Kingdom	$846K	+$636K	2	0.19%	Increased
2745	CAM Concorde Asset Management Ann Arbor, Michigan	$837K	-$757K	1	1.42%	Reduced
2746	AWM Affinity Wealth Management Wilmington, Delaware	$831K	-$16K	1	0.83%	Reduced
2747	HP Holowesko Partners Nassau, Bahamas	$816K	+$211K	1	0.06%	Increased
2748	CAM Cubic Asset Management Boston, Massachusetts	$813K	-$184K	1	0.29%	Reduced
2749	SM Seminole Management New York	$809K	-$173K	1	0.04%	Reduced
2750	SSCM Summit Street Capital Management New York	$799K	$0	1	0.95%	Maintained