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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	KL Kokino LLC Stamford, Connecticut	$2.86M	+$951K	1	8.4%	Increased
3102	I2I Insight 2811 Inc Chicago, Illinois	$2.85M	+$707K	4	1.93%	Increased
3103	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$2.85M	+$381K	3	1.83%	Increased
3104	AJ Ashburton (Jersey) St Helier, Jersey	$2.85M	+$186K	2	1.09%	Increased
3105	VCM Venator Capital Management Toronto, Ontario, Canada	$2.82M	-$6.23M	1	1.41%	Reduced
3106	KCP KDI Capital Partners Raleigh, North Carolina	$2.8M	+$836K	3	0.89%	Increased
3107	VCM Vivaldi Capital Management Chicago, Illinois	$2.79M	+$408K	3	1.49%	Increased
3108	CCM Cox Capital Management Andover, Massachusetts	$2.78M	+$19.8K	1	2.96%	Increased
3109	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$2.77M	$0	1	0.29%	Maintained
3110	TIM Total Investment Management Scottsdale, Arizona	$2.76M	+$23.8K	2	0.61%	Increased
3111	TCM Triarii Capital Management Boston, Massachusetts	$2.76M	-$209K	1	2.82%	Reduced
3112	TDC Thompson Davis & Co Richmond, Virginia	$2.75M	+$193K	23	6.01%	Increased
3113	ACP Arcus Capital Partners Atlanta, Georgia	$2.74M	-$381K	4	1.29%	Reduced
3114	AWW Alan W. Weber	$2.73M	-$407K	3	1.04%	Reduced
3115	JDR Jay D. Rosenbaum	$2.73M	-$2.49K	2	4.95%	Reduced
3116	RWM Raffa Wealth Management Washington, District of Columbia	$2.73M	+$476K	11	0.96%	Increased
3117	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.72M	+$212K	3	1.31%	Increased
3118	PCM Perkins Capital Management Wayzata, Minnesota	$2.71M	+$1.36M	5	1.63%	Increased
3119	GCM Gator Capital Management Tampa, Florida	$2.71M	-$556K	3	2.83%	Reduced
3120	GCM Gladius Capital Management Chicago, Illinois	$2.68M	-$3.97M	3	0.26%	Reduced
3121	BCM Brasada Capital Management Houston, Texas	$2.68M	+$154K	6	0.74%	Increased
3122	FL Fort LP Chevy Chase, Maryland	$2.68M	+$2.35M	6	0.6%	Increased
3123	PAG Pinnacle Advisory Group Columbia, Maryland	$2.67M	+$1.09M	2	0.18%	Increased
3124	VIM Veritas Investment Management London, United Kingdom	$2.66M	+$835K	4	0.28%	Increased
3125	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$2.66M	+$148K	2	2.57%	Increased