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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	OCG Opus Capital Group Cincinnati, Ohio	$663K	-$5.29K	1	0.14%	Reduced
2902	SA SRH Advisors Salina, Kansas	$657K	$0	8	3.43%	Maintained
2903	Hershey Trust Company Hershey, Pennsylvania	$647K	$0	1	0.01%	Maintained
2904	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$645K	-$145K	1	0.73%	Reduced
2905	SJL Shayne & Jacobs LLC Nashville, Tennessee	$639K	$0	1	0.53%	Maintained
2906	Klingman & Associates New York	$637K	+$16.4K	4	0.19%	Increased
2907	LFR Lehman Financial Resources Media, Pennsylvania	$637K	+$10.7K	1	0.37%	Increased
2908	GIM Groesbeck Investment Management Paramus, New Jersey	$636K	+$19.6K	1	0.47%	Increased
2909	FL Fort LP Chevy Chase, Maryland	$635K	+$594K	1	0.22%	New
2910	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$631K	-$7.1K	5	1.72%	Reduced
2911	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$631K	-$29.8K	1	0.37%	Reduced
2912	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$626K	+$6.35K	1	0.14%	Increased
2913	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$622K	$0	2	0.32%	Maintained
2914	MCM Mitchell Capital Management Leawood, Kansas	$622K	+$40.9K	1	0.23%	Increased
2915	RBC Roble Belko & Company Sewickley, Pennsylvania	$621K	-$39.8K	5	0.33%	Reduced
2916	FWM FFT Wealth Management Philadelphia, Pennsylvania	$603K	+$556K	1	0.26%	New
2917	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$600K	+$92.5K	1	0.81%	Increased
2918	RIM Rampart Investment Management Hartford, Connecticut	$597K	+$564K	1	0.23%	New
2919	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$595K	-$136K	1	0.31%	Reduced
2920	DS Dudley & Shanley Palm Beach, Florida	$585K	+$135K	1	0.13%	Increased
2921	SCP Sandhill Capital Partners Buffalo, New York	$582K	+$81.5K	1	0.18%	Increased
2922	IAM ICM Asset Management Spokane, Washington	$579K	+$50.1K	2	0.77%	Increased
2923	OAM Orinda Asset Management Lafayette, California	$571K	+$371K	2	0.48%	Increased
2924	AFIA America First Investment Advisors Omaha, Nebraska	$559K	+$19.5K	4	0.24%	Increased
2925	EVC Eidelman Virant Capital Saint Louis, Missouri	$559K	-$50.8K	1	0.34%	Reduced