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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
2776	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$836K	+$113K	1	0.19%	Increased
2777	HCA Horan Capital Advisors Cincinnati, Ohio	$823K	$0	1	0.68%	Maintained
2778	JC Jetstream Capital Brentwood, Tennessee	$821K	-$591K	1	0.06%	Reduced
2779	PCC Park Circle Company Baltimore, Maryland	$818K	$0	2	0.48%	Maintained
2780	TAM Taylor Asset Management Toronto, Ontario, Canada	$814K	+$796K	2	0.11%	New
2781	ACM American Capital Management New York	$812K	-$132K	2	0.09%	Reduced
2782	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$810K	-$24.3K	1	0.33%	Reduced
2783	JGUA John G. Ullman & Associates Corning, New York	$807K	-$3.52M	1	0.15%	Reduced
2784	NIS National Investment Services Milwaukee, Wisconsin	$806K	-$5.91M	2	7.64%	Reduced
2785	VAM Verity Asset Management Durham, North Carolina	$799K	-$153K	1	0.77%	Reduced
2786	KFA Kelleher Financial Advisors New York	$796K	+$195K	2	0.43%	Increased
2787	UFA US Financial Advisors Braintree, Massachusetts	$793K	+$780K	4	0.71%	New
2788	DC Deschaine & Company Belleville, Illinois	$787K	+$743K	1	1.19%	New
2789	AAM American Asset Management Boca Raton, Florida	$784K	-$136K	1	0.35%	Reduced
2790	NV Nair Vinay	$781K	+$675K	2	0.95%	New
2791	SCP Sandhill Capital Partners Buffalo, New York	$781K	-$4.35K	1	0.27%	Reduced
2792	OA Oxbow Advisors Austin, Texas	$775K	+$114K	2	0.11%	Increased
2793	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$772K	-$521K	1	0.03%	Reduced
2794	TM TigerShark Management New York	$770K	+$72.5K	1	0.78%	Increased
2795	TC TradeLink Capital Chicago, Illinois	$769K	-$515K	7	1.02%	Reduced
2796	HCM HM Capital Management Clayton, Missouri	$765K	+$740K	2	0.78%	New
2797	SJL Shayne & Jacobs LLC Nashville, Tennessee	$762K	$0	1	0.56%	Maintained
2798	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$757K	-$10.9K	2	0.46%	Reduced
2799	PFG Pacific Financial Group Bellevue, Washington	$751K	+$738K	5	0.22%	New
2800	AWM Affinity Wealth Management Wilmington, Delaware	$747K	+$737K	1	0.6%	New