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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
2801	DOA D'Orazio & Associates Falls Church, Virginia	$891K	+$12.9K	5	0.59%	Increased
2802	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$889K	+$19.8K	1	0.32%	Increased
2803	AQR Arbitrage Greenwich, Connecticut	$886K	-$4.78M	1	0.01%	Reduced
2804	PVWM Point View Wealth Management Summit, New Jersey	$883K	+$259K	2	0.69%	Increased
2805	1CM 1492 Capital Management Milwaukee, Wisconsin	$875K	-$810	1	0.55%	Reduced
2806	PAG Pinnacle Advisory Group Columbia, Maryland	$865K	-$764K	1	0.08%	Reduced
2807	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$853K	-$1.1M	3	0.68%	Reduced
2808	HCM HM Capital Management Clayton, Missouri	$852K	+$10.2K	2	0.86%	Increased
2809	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$843K	-$23.8K	1	0.04%	Reduced
2810	PWAG Polaris Wealth Advisory Group San Rafael, California	$831K	+$86.7K	1	0.17%	Increased
2811	MCC Malaga Cove Capital Pv Estates, California	$825K	+$560K	2	0.6%	Increased
2812	SWM Strategic Wealth Management Kirkland, Washington	$820K	+$581K	2	0.95%	Increased
2813	ECM Empirical Capital Management Hendersonville, Tennessee	$815K	+$192K	1	0.75%	Increased
2814	FDS First Dallas Securities Dallas, Texas	$800K	-$3.25M	2	0.58%	Reduced
2815	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$798K	+$814K	3	0.77%	New
2816	SRAM Stone Ridge Asset Management New York	$787K	-$451K	2	1.82%	Reduced
2817	ZCM Zebra Capital Management Stamford, Connecticut	$787K	-$123K	1	0.46%	Reduced
2818	HM Harvest Management New York	$783K	+$516K	2	0.56%	Increased
2819	MAP Managed Asset Portfolios Rochester, Michigan	$780K	+$196K	1	0.41%	Increased
2820	OCG Opus Capital Group Cincinnati, Ohio	$778K	-$1.16M	1	0.12%	Reduced
2821	EEG E.E. Geduld	$777K	+$95.3K	2	0.48%	Increased
2822	Squarepoint New York	$771K	-$3.92M	2	0.25%	Reduced
2823	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$769K	-$91.5K	1	0.32%	Reduced
2824	CM Capital Management Glen Allen, Virginia	$766K	+$4.48K	1	0.27%	Increased
2825	Hawk Ridge Capital Management Los Angeles, California	$760K	+$879K	1	0.62%	New