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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
3151	ZIG Zuckerman Investment Group Chicago, Illinois	$248K	$0	1	0.06%	Maintained
3152	CM Cornerstone Management Duluth, Georgia	$248K	-$198K	1	0.14%	Reduced
3153	HIC Harvey Investment Company Louisville, Kentucky	$245K	$0	1	0.05%	Maintained
3154	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$244K	-$1.47K	1	0.25%	Reduced
3155	SCM Symons Capital Management Pittsburgh, Pennsylvania	$243K	-$210K	1	0.06%	Reduced
3156	RWG Regal Wealth Group Seal Beach, California	$242K	+$113	7	0.2%	Increased
3157	RAM Roanoke Asset Management Jersey City, New Jersey	$242K	$0	1	0.11%	Maintained
3158	UFG United Fire Group Cedar Rapids, Iowa	$242K	$0	1	0.09%	Maintained
3159	AFA Abacus FCF Advisors Orlando, Florida	$241K	+$130K	4	4.01%	Increased
3160	TCB Texas Capital Bancshares Dallas, Texas	$240K	$0	1	0.55%	Maintained
3161	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$236K	+$247K	1	0.82%	New
3162	MKC M. Kraus & Co Shelburne, Vermont	$232K	$0	1	0.16%	Maintained
3163	SM Salzhauer Michael	$228K	$0	1	0.11%	Maintained
3164	BCM Breithorn Capital Management New York	$226K	$0	1	0.16%	Maintained
3165	TCM Trafelet Capital Management New York	$225K	+$235K	1	0.16%	New
3166	EMA Efficient Market Advisors San Diego, California	$221K	+$217K	1	0.03%	New
3167	EP Edinburgh Partners Edinburgh, United Kingdom	$220K	$0	1	0.05%	Maintained
3168	VST Van Strum & Towne San Francisco, California	$220K	-$9.07K	1	0.14%	Reduced
3169	CT CMT Trading Chicago, Illinois	$214K	+$57.9K	1	0.26%	Increased
3170	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$214K	-$16.1K	2	13.85%	Reduced
3171	RBCM Raub Brock Capital Management Larkspur, California	$208K	$0	1	0.06%	Maintained
3172	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$205K	+$209K	2	0.14%	New
3173	HM Harvest Management New York	$204K	+$97.4K	1	0.12%	Increased
3174	KL Kinsight LLC Birmingham, Alabama	$201K	$0	1	0.11%	Maintained
3175	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$191K	-$143K	4	0.02%	Reduced