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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
2851	ASP Adams Street Partners Chicago, Illinois	$446K	+$495K	1	0.09%	New
2852	BC Barnett & Company Chattanooga, Tennessee	$440K	-$18.2K	1	0.21%	Reduced
2853	SIA Starfire Investment Advisers Southfield, Michigan	$438K	$0	1	0.32%	Maintained
2854	HIC Holderness Investments Company Greensboro, North Carolina	$436K	+$30.1K	1	0.46%	Increased
2855	LIM Loudon Investment Management West Lebanon, New Hampshire	$433K	$0	1	0.37%	Maintained
2856	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$432K	-$8.49M	1	0.04%	Reduced
2857	SFI SPC Financial Inc Rockville, Maryland	$432K	-$16.4K	1	0.19%	Reduced
2858	FMA FNY Managed Accounts New York	$430K	+$154K	5	1.2%	Increased
2859	TFCP Twin Focus Capital Partners Boston, Massachusetts	$429K	+$7.51K	1	0.55%	Increased
2860	SRC Stone Run Capital New York	$423K	$0	1	0.34%	Maintained
2861	Dakota Wealth Management Palm Beach Gardens, Florida	$420K	+$5.28K	1	0.29%	Increased
2862	AFS Aft Forsyth & Sober Valrico, Florida	$419K	$0	1	0.1%	Maintained
2863	WCM Wealthcare Capital Management Richmond, Virginia	$411K	-$22.3K	5	0.05%	Reduced
2864	AC Alpenglow Capital San Carlos, California	$409K	-$850K	1	0.35%	Reduced
2865	NCM Northroad Capital Management New York	$409K	-$461K	1	0.24%	Reduced
2866	AWA ARS Wealth Advisors St. Petersburg, Florida	$405K	+$210K	1	0.21%	Increased
2867	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$399K	$0	1	0.34%	Maintained
2868	ASA Armstrong Shaw Associates New Canaan, Connecticut	$397K	-$1.52K	1	0.1%	Reduced
2869	PSC Piper Sandler & Co Minneapolis, Minnesota	$392K	-$1.01M	2	0.42%	Reduced
2870	SCA Sippican Capital Advisors Boston, Massachusetts	$392K	+$11.8K	1	0.5%	Increased
2871	FDS First Dallas Securities Dallas, Texas	$391K	-$349K	1	0.32%	Reduced
2872	Avidian Wealth Enterprises Houston, Texas	$390K	-$85.2K	1	0.24%	Reduced
2873	SCM Symons Capital Management Pittsburgh, Pennsylvania	$387K	+$11.3K	2	0.1%	Increased
2874	CCM Contrarian Capital Management Greenwich, Connecticut	$384K	$0	1	0.19%	Maintained
2875	FCM Forester Capital Management Lake Forest, Illinois	$381K	$0	1	0.35%	Maintained