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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
3026	EARNEST Partners Atlanta, Georgia	$661K	+$532K	19	0.01%	Increased
3027	MCM Marathon Capital Management Hunt Valley, Maryland	$661K	-$58.7K	1	0.31%	Reduced
3028	AFIA America First Investment Advisors Omaha, Nebraska	$659K	+$85.3K	1	0.27%	Increased
3029	FIG FundX Investment Group San Francisco, California	$646K	+$381K	2	0.23%	Increased
3030	KIA Kopp Investment Advisors Bloomington, Minnesota	$641K	+$413K	1	0.68%	Increased
3031	MAS Managed Account Services Coconut Grove, Florida	$638K	+$625K	1	0.49%	New
3032	EI Elkhorn Investments Chicago, Illinois	$631K	+$681K	1	0.74%	New
3033	NRCM Northern Right Capital Management Darien, Connecticut	$626K	$0	1	0.64%	Maintained
3034	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$622K	-$6.69K	2	0.31%	Reduced
3035	HP Hartree Partners New York	$622K	+$625K	2	1.28%	New
3036	LIA LBMC Investment Advisors Brentwood, Tennessee	$617K	-$317K	1	0.12%	Reduced
3037	SJL Shayne & Jacobs LLC Nashville, Tennessee	$613K	$0	1	0.47%	Maintained
3038	Cerity Partners New York	$608K	+$595K	1	0.84%	New
3039	TC Tyvor Capital Oak Brook, Illinois	$608K	-$10.7M	1	0.25%	Reduced
3040	CWM Concentric Wealth Management Lafayette, California	$605K	+$594K	2	0.51%	New
3041	BM Brandywine Managers Hockessin, Delaware	$598K	+$605K	2	0.14%	New
3042	FFIM Founders Fund II Management San Francisco, California	$597K	+$572K	1	1.04%	New
3043	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$596K	-$13K	1	0.31%	Reduced
3044	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$592K	-$14K	1	0.33%	Reduced
3045	GIM Groesbeck Investment Management Paramus, New Jersey	$590K	-$60.4K	1	0.46%	Reduced
3046	AA AlphaMark Advisors Ft. Wright, Kentucky	$584K	+$101K	7	0.3%	Increased
3047	GA Greytown Advisors Miami, Florida	$581K	+$569K	1	0.56%	New
3048	FNYS First New York Securities New York	$578K	+$317K	2	1.08%	Increased
3049	BJ Brouwer & Janachowski Mill Valley, California	$573K	+$213K	1	0.14%	Increased
3050	GIM Guild Investment Management Los Angeles, California	$567K	-$2.73M	1	0.51%	Reduced