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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	WAM Wilsey Asset Management San Diego, California	$2.42M	-$15.8M	1	1.05%	Reduced
3152	PP PrairieView Partners St. Paul, Minnesota	$2.41M	-$145K	1	0.63%	Reduced
3153	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$2.4M	$0	1	1.66%	Maintained
3154	DCM Dynamic Capital Management St. Helier, Jersey	$2.4M	+$1.48M	4	3.23%	Increased
3155	HA Harborview Advisors Portland, Maine	$2.39M	+$231K	3	2.43%	Increased
3156	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$2.36M	+$41K	2	1.86%	Increased
3157	Check Capital Management Costa Mesa, California	$2.34M	+$196K	1	0.12%	Increased
3158	HA Harfst & Associates Sheridan, Wyoming	$2.34M	+$19.8K	1	1%	Increased
3159	SCM Suvretta Capital Management New York	$2.34M	-$382M	1	0.05%	Reduced
3160	KCM Kendall Capital Management Rockville, Maryland	$2.33M	-$324K	2	1.99%	Reduced
3161	JGUA John G. Ullman & Associates Corning, New York	$2.33M	-$1.43M	2	0.42%	Reduced
3162	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$2.33M	-$25.6K	1	1.45%	Reduced
3163	RGNCM R.G. Niederhoffer Capital Management New York	$2.33M	+$1.81M	1	13.79%	Increased
3164	DRS Deane Retirement Strategies New Orleans, Louisiana	$2.32M	-$1.1K	3	2.09%	Reduced
3165	FP Factorial Partners Mt. Kisco, New York	$2.31M	-$333K	1	1.99%	Reduced
3166	PC Peavine Capital Reno, Nevada	$2.31M	+$83.8K	3	1.06%	Increased
3167	TC Trilogy Capital Irvine, California	$2.31M	+$54.4K	13	0.28%	Increased
3168	TFF The Family Firm Bethesda, Maryland	$2.3M	-$151K	2	0.83%	Reduced
3169	FDS First Dallas Securities Dallas, Texas	$2.3M	-$45.3K	2	1.44%	Reduced
3170	GAM Gould Asset Management Claremont, California	$2.29M	+$140K	3	0.91%	Increased
3171	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$2.28M	+$278K	1	1.1%	Increased
3172	HM HCSF Management San Francisco, California	$2.26M	+$2.12M	1	1.54%	New
3173	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$2.25M	+$376K	6	2.13%	Increased
3174	XS XR Securities Chicago, Illinois	$2.25M	-$2.53M	3	0.59%	Reduced
3175	TCM Towercrest Capital Management Newtown, Pennsylvania	$2.25M	+$82.3K	1	0.67%	Increased