← All themes

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
2926	UFG United Fire Group Cedar Rapids, Iowa	$227K	$0	1	0.1%	Maintained
2927	PFG Piershale Financial Group Barrington, Illinois	$220K	+$42.4K	7	0.17%	Increased
2928	CM Capital Management Glen Allen, Virginia	$219K	-$484K	1	0.09%	Reduced
2929	FNYS First New York Securities New York	$213K	-$1.96M	3	0.1%	Reduced
2930	CGH Cleary Gull Holdings Milwaukee, Wisconsin	$212K	+$12.4K	1	0.16%	Increased
2931	MFP Mosaic Financial Partners San Francisco, California	$210K	$0	1	0.13%	Maintained
2932	KIA King Investment Advisors Houston, Texas	$208K	-$868K	1	1.41%	Reduced
2933	CFG CKW Financial Group Honolulu, Hawaii	$207K	-$396K	6	0.08%	Reduced
2934	KIA Kopp Investment Advisors Bloomington, Minnesota	$207K	$0	1	0.11%	Maintained
2935	SAS Stelac Advisory Services New York	$206K	$0	1	0.06%	Maintained
2936	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$206K	-$196K	1	0.04%	Reduced
2937	AAP Ardsley Advisory Partners Stamford, Connecticut	$205K	-$4.85M	1	0.05%	Reduced
2938	Karpus Investment Management Pittsford, New York	$201K	$0	1	0.01%	Maintained
2939	CFS Commonwealth Financial Services Vienna, West Virginia	$197K	+$35.2K	2	0.23%	Increased
2940	CCM Cohen Capital Management Corte Madera, California	$184K	+$182K	1	0.06%	New
2941	OAM Orinda Asset Management Lafayette, California	$184K	-$2.15K	1	0.23%	Reduced
2942	PAM PT Asset Management Chicago, Illinois	$171K	+$211K	1	0.04%	New
2943	TCM TD Capital Management Memphis, Tennessee	$169K	+$1.53K	4	0.05%	Increased
2944	SAC Smith Affiliated Capital New York	$160K	$0	1	0.05%	Maintained
2945	EARNEST Partners Atlanta, Georgia	$148K	$0	3	0%	Maintained
2946	GACM Green Arrow Capital Management New York	$144K	-$1.16M	1	0.03%	Reduced
2947	LYV Live Your Vision West Conshohocken, Pennsylvania	$137K	+$146K	4	0.06%	New
2948	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$133K	-$22.8K	1	0.05%	Reduced
2949	CFSG Community Financial Services Group Newport, Vermont	$118K	+$4.11K	4	0.06%	Increased
2950	P Palladiem Bryn Mawr, Pennsylvania	$110K	$0	2	0.17%	Maintained