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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
3001	NorthRock Partners Minneapolis, Minnesota	$883K	-$555K	1	0.38%	Reduced
3002	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$877K	+$837K	1	0.53%	New
3003	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$875K	-$31.9K	7	0.54%	Reduced
3004	NAM Needelman Asset Management Ladera Ranch, California	$865K	-$2.63K	1	2.31%	Reduced
3005	SAM Sequent Asset Management Houston, Texas	$857K	-$26K	1	0.48%	Reduced
3006	TCM Towercrest Capital Management Newtown, Pennsylvania	$853K	$0	1	0.71%	Maintained
3007	BW Biegel & Waller Columbia, Maryland	$843K	+$13.8K	1	0.58%	Increased
3008	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$836K	-$375K	1	0.98%	Reduced
3009	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$834K	-$241K	2	0.04%	Reduced
3010	BM Brandywine Managers Hockessin, Delaware	$832K	$0	2	0.22%	Maintained
3011	GWA Guidant Wealth Advisors Palatine, Illinois	$823K	+$479K	5	0.43%	Increased
3012	WAM Watermark Asset Management San Ramon, California	$822K	+$756K	4	0.39%	New
3013	SAS Stelac Advisory Services New York	$820K	-$84K	1	0.26%	Reduced
3014	CCA Covey Capital Advisors Atlanta, Georgia	$818K	-$583K	1	0.43%	Reduced
3015	MCM Marathon Capital Management Hunt Valley, Maryland	$807K	-$12.3K	1	0.4%	Reduced
3016	SGS Sterling Global Strategies Carlsbad, California	$802K	+$226K	1	3.88%	Increased
3017	FAM Flaharty Asset Management Clearwater, Florida	$797K	+$729K	1	0.5%	New
3018	SCCM Schafer Cullen Capital Management New York	$796K	+$21.7K	2	0.01%	Increased
3019	TCM TD Capital Management Memphis, Tennessee	$790K	+$178K	4	0.23%	Increased
3020	BIG Bellwether Investment Group Chattanooga, Tennessee	$783K	-$1.88M	12	2.06%	Reduced
3021	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$771K	+$2.73K	3	0.36%	Increased
3022	AP Advisors Preferred Rockville, Maryland	$763K	+$259K	5	0.4%	Increased
3023	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$763K	-$607K	4	0.29%	Reduced
3024	MAS Managed Account Services Coconut Grove, Florida	$760K	-$28.8K	1	0.56%	Reduced
3025	OCG Opus Capital Group Cincinnati, Ohio	$755K	-$66.9K	1	0.1%	Reduced