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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
3051	AGUR Provident & Training Funds Management Tel Aviv, Israel	$2.31M	$0	1	3.97%	Maintained
3052	RC Raine Capital New York	$2.31M	-$417K	1	1.87%	Reduced
3053	RPG Risk Paradigm Group Austin, Texas	$2.3M	-$6.68K	4	2.92%	Reduced
3054	TMC Trellus Management Company Delray Beach, Florida	$2.29M	$0	1	4.17%	Maintained
3055	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$2.27M	+$2.32M	1	2.26%	New
3056	IR Invictus RG Hamilton, Bermuda	$2.26M	-$1.3M	7	1.51%	Reduced
3057	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.25M	+$235K	2	1.18%	Increased
3058	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$2.24M	-$92.8K	2	1.69%	Reduced
3059	DG Delek Group Herzliya, Israel	$2.24M	-$66.5K	2	0.12%	Reduced
3060	Horizon Investments Charlotte, North Carolina	$2.22M	+$249K	3	0.1%	Increased
3061	WIP Wellesley Investment Partners Wellesley, Massachusetts	$2.22M	+$495K	2	0.8%	Increased
3062	PFM Peak Financial Management Wellesley, Massachusetts	$2.2M	-$127K	1	1.05%	Reduced
3063	SHA Seneca House Advisors Richmond, Virginia	$2.2M	-$74.1K	2	1.84%	Reduced
3064	P8IP Pier 88 Investment Partners San Francisco, California	$2.19M	-$623K	6	1.05%	Reduced
3065	Peconic Partners New York	$2.19M	-$9.74M	1	0.42%	Reduced
3066	FDS First Dallas Securities Dallas, Texas	$2.19M	+$148K	2	1.43%	Increased
3067	MCM Marathon Capital Management Hunt Valley, Maryland	$2.18M	+$349K	2	0.85%	Increased
3068	CVSC C.V. Starr & Co New York	$2.17M	$0	1	10.32%	Maintained
3069	SCM Snow Capital Management Sewickley, Pennsylvania	$2.17M	-$1.95M	2	0.1%	Reduced
3070	Caption Management Oklahoma City, Oklahoma	$2.16M	+$2.21M	3	0.31%	New
3071	NorthRock Partners Minneapolis, Minnesota	$2.16M	+$42.3K	2	0.7%	Increased
3072	PGC Pacific Grove Capital San Francisco, California	$2.15M	-$6.32M	3	0.71%	Reduced
3073	LCM Lafitte Capital Management Austin, Texas	$2.15M	-$1.81M	1	0.88%	Reduced
3074	CCM Cutler Capital Management Worcester, Massachusetts	$2.14M	-$882K	1	0.87%	Reduced
3075	AW Alpha Windward Westwood, Massachusetts	$2.13M	-$1.2M	7	1.33%	Reduced