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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	VAM Verity Asset Management Durham, North Carolina	$979K	+$78.4K	1	0.95%	Increased
2777	CP Cinque Partners Los Angeles, California	$967K	-$4.1M	1	1.48%	Reduced
2778	NCM Northroad Capital Management New York	$960K	+$460K	2	0.51%	Increased
2779	GMA Goldstein Munger & Associates San Ramon, California	$939K	-$424K	1	0.4%	Reduced
2780	PSC Piper Sandler & Co Minneapolis, Minnesota	$939K	-$893K	1	0.39%	Reduced
2781	CCM Contrarian Capital Management Greenwich, Connecticut	$937K	+$434K	1	0.35%	Increased
2782	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$927K	-$28.6K	3	0.6%	Reduced
2783	ACM Ativo Capital Management Chicago, Illinois	$917K	-$50K	2	0.36%	Reduced
2784	Element Capital Management New York	$915K	-$14.6M	2	0.41%	Reduced
2785	JGUA John G. Ullman & Associates Corning, New York	$905K	-$4.23K	1	0.17%	Reduced
2786	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$905K	+$879K	1	9.2%	New
2787	ZCM Zebra Capital Management Stamford, Connecticut	$904K	+$914K	1	0.46%	New
2788	Rothschild & Co Wealth Management (UK) London, United Kingdom	$899K	+$655K	3	0.09%	Increased
2789	AAM American Asset Management Boca Raton, Florida	$884K	$0	1	0.42%	Maintained
2790	DLG Daniel L. Goodwin	$878K	+$211K	2	0.19%	Increased
2791	SCP Sandhill Capital Partners Buffalo, New York	$878K	-$2.42K	1	0.3%	Reduced
2792	UFA US Financial Advisors Braintree, Massachusetts	$877K	+$2.54K	4	0.8%	Increased
2793	DOA D'Orazio & Associates Falls Church, Virginia	$873K	+$321K	5	0.69%	Increased
2794	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$863K	+$154K	1	0.32%	Increased
2795	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$859K	-$10.9K	1	0.04%	Reduced
2796	AWM Affinity Wealth Management Wilmington, Delaware	$854K	+$11.4K	1	0.5%	Increased
2797	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$845K	+$831K	12	0.4%	New
2798	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$845K	+$15.7K	1	0.33%	Increased
2799	EM Excalibur Management Waltham, Massachusetts	$841K	+$451K	1	0.81%	Increased
2800	NONA Ninety One North America New York	$839K	-$565K	1	0.26%	Reduced