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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
3101	WCM Weatherstone Capital Management Denver, Colorado	$1.96M	+$951K	2	1.48%	Increased
3102	ZCM Zebra Capital Management Stamford, Connecticut	$1.96M	-$335K	3	0.7%	Reduced
3103	CCM Carlson Capital Management Northfield, Minnesota	$1.95M	-$387K	2	0.54%	Reduced
3104	TFF The Family Firm Bethesda, Maryland	$1.95M	+$251K	2	0.76%	Increased
3105	LCG Lisanti Capital Growth New York	$1.94M	-$2.6M	2	0.94%	Reduced
3106	IRC Investors Research Corp Atlanta, Georgia	$1.94M	+$258K	5	1.18%	Increased
3107	Algert Global San Francisco, California	$1.94M	-$1.04M	3	0.37%	Reduced
3108	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$1.93M	-$31K	4	1.43%	Reduced
3109	BMM Buffington Mohr McNeal Boise, Idaho	$1.93M	+$423K	3	0.74%	Increased
3110	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$1.93M	+$566K	2	0.52%	Increased
3111	CC Chanos & Company New York	$1.93M	-$422K	1	1.15%	Reduced
3112	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$1.92M	-$1.46M	1	2.09%	Reduced
3113	Larson Financial Group St Louis, Missouri	$1.92M	-$972K	2	2.25%	Reduced
3114	LC LCNB Corp Lebanon, Ohio	$1.91M	+$173K	2	1.72%	Increased
3115	AFS Access Financial Services Minneapolis, Minnesota	$1.91M	+$80.2K	2	1.4%	Increased
3116	BM Brandywine Managers Hockessin, Delaware	$1.91M	$0	2	1.05%	Maintained
3117	SAM Solaris Asset Management New York	$1.89M	-$12.6M	3	12.43%	Reduced
3118	DVM Dreman Value Management West Palm Beach, Florida	$1.88M	-$169K	3	0.85%	Reduced
3119	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.88M	+$342K	1	1.82%	Increased
3120	QFA Quattro Financial Advisors The Woodlands, Texas	$1.88M	+$149K	4	0.74%	Increased
3121	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$1.87M	+$693K	3	1.28%	Increased
3122	PA Probity Advisors Dallas, Texas	$1.87M	-$38.2K	4	0.65%	Reduced
3123	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.86M	-$644K	4	1.57%	Reduced
3124	HPCM High Pointe Capital Management Chicago, Illinois	$1.86M	+$167K	4	2.55%	Increased
3125	Xponance Philadelphia, Pennsylvania	$1.85M	+$1.9M	1	0.78%	New