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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
2751	FHB First Hawaiian Bank Honolulu, Hawaii	$1.14M	+$27.1K	2	0.18%	Increased
2752	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1.13M	+$202K	3	0.73%	Increased
2753	Balentine LLC Atlanta, Georgia	$1.13M	-$66.8K	6	0.18%	Reduced
2754	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$1.13M	+$21.7K	2	0.58%	Increased
2755	LFG LifePlan Financial Group Dayton, Ohio	$1.12M	+$21.6K	1	0.75%	Increased
2756	OAM Occidental Asset Management Burlingame, California	$1.12M	-$130K	1	1.51%	Reduced
2757	VAM Verity Asset Management Durham, North Carolina	$1.12M	+$129K	1	1.01%	Increased
2758	DA DSC Advisors Chicago, Illinois	$1.11M	+$1.12M	2	0.58%	New
2759	RCM Rotella Capital Management Bellevue, Washington	$1.1M	-$2.18M	6	0.91%	Reduced
2760	W Wealthquest Cincinnati, Ohio	$1.1M	-$12.8K	1	1.61%	Reduced
2761	Avior Wealth Management Omaha, Nebraska	$1.1M	-$12.6K	3	0.86%	Reduced
2762	CM Cascabel Management New York	$1.1M	-$8.79M	3	34.38%	Reduced
2763	RWJF Robert Wood Johnson Foundation Princeton, New Jersey	$1.08M	+$1.11M	1	0.09%	Increased
2764	SCM SAB Capital Management New York	$1.08M	-$86.4M	1	0.11%	Reduced
2765	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$1.08M	+$207K	1	0.37%	Increased
2766	CAM Cubic Asset Management Boston, Massachusetts	$1.08M	+$650K	2	0.34%	Increased
2767	FI FormulaFolio Investments Grand Rapids, Michigan	$1.07M	-$10.9K	2	0.3%	Reduced
2768	Investor AB Stockholm, Sweden	$1.06M	+$1.15M	1	0.1%	New
2769	HIM HughesLittle Investment Management Vancouver,	$1.06M	-$101K	1	0.73%	Reduced
2770	SSCM Summit Street Capital Management New York	$1.04M	$0	1	1%	Maintained
2771	SM Seminole Management New York	$1.02M	+$1.04M	1	0.04%	New
2772	DCM Dialectic Capital Management Norwalk, Connecticut	$1.01M	-$644K	1	0.3%	Reduced
2773	Peconic Partners New York	$1.01M	$0	1	0.16%	Maintained
2774	SCM Seamans Capital Management Boston, Massachusetts	$1.01M	$0	2	2.43%	Maintained
2775	AC Alpenglow Capital San Carlos, California	$1.01M	+$788K	1	0.89%	New