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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
2901	TC TradeLink Capital Chicago, Illinois	$624K	-$2.41M	2	2.97%	Reduced
2902	RBC Roble Belko & Company Sewickley, Pennsylvania	$622K	+$26K	6	0.34%	Increased
2903	LIM Loudon Investment Management West Lebanon, New Hampshire	$620K	+$199K	2	0.49%	Increased
2904	TC Toews Corporation Northfield, New Jersey	$603K	+$583K	1	0.25%	New
2905	MCM Marathon Capital Management Hunt Valley, Maryland	$602K	+$199	1	0.31%	Increased
2906	NCA NCM Capital Advisers Durham, North Carolina	$592K	+$93.2K	1	1.7%	Increased
2907	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$585K	+$3.89K	2	0.19%	Increased
2908	AIS AlphaOne Investment Services West Chester, Pennsylvania	$583K	$0	2	0.22%	Maintained
2909	First Pacific Advisors El Segundo, California	$583K	-$3.32M	1	0%	Reduced
2910	NAM Needelman Asset Management Ladera Ranch, California	$579K	$0	1	1.65%	Maintained
2911	RGNCM R.G. Niederhoffer Capital Management New York	$572K	-$2.19M	1	3.63%	Reduced
2912	PIM Parasol Investment Management Westmont, Illinois	$568K	-$53.4K	3	0.59%	Reduced
2913	TCM Towercrest Capital Management Newtown, Pennsylvania	$567K	$0	1	0.54%	Maintained
2914	BDF Balasa Dinverno & Foltz	$565K	+$903	1	0.1%	Increased
2915	OCG Opus Capital Group Cincinnati, Ohio	$565K	+$1.89K	1	0.13%	Increased
2916	Context Capital Management Lajolla, California	$564K	-$408K	1	0.66%	Reduced
2917	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$562K	+$216K	2	0.37%	Increased
2918	Klingman & Associates New York	$560K	$0	4	0.18%	Maintained
2919	CPA Court Place Advisors Ellicott City, Maryland	$556K	+$56.6K	1	0.32%	Increased
2920	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$553K	+$11.2K	5	1.74%	Increased
2921	Reinhart Partners Mequon, Wisconsin	$547K	-$53.7K	1	0.05%	Reduced
2922	MUFG Securities EMEA London, United Kingdom	$541K	+$254K	1	0.17%	Increased
2923	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$537K	$0	1	0.14%	Maintained
2924	RMC Regis Management Company Menlo Park, California	$532K	-$27.6K	1	0.11%	Reduced
2925	LFR Lehman Financial Resources Media, Pennsylvania	$529K	+$51.4K	1	0.27%	Increased