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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
3326	AT American Trust Lexington, Kentucky	$23.3M	+$352K	6	1.8%	Increased
3327	MWP Madison Wealth Partners Madison, Wisconsin	$23.3M	+$1.95M	4	2.96%	Increased
3328	GEM Global Endowment Management Charlotte, North Carolina	$23.3M	-$5.29M	2	2.36%	Reduced
3329	BOS Bank of Stockton Stockton, California	$23.3M	-$518K	4	6.54%	Reduced
3330	MA MYDA Advisors Woodmere, New York	$23.3M	+$5.19M	6	3.46%	Increased
3331	IGM Incline Global Management New York	$23.2M	+$8.36M	1	6.51%	Increased
3332	GCA Gradient Capital Advisors San Diego, California	$23.2M	-$184K	3	5.38%	Reduced
3333	WAM Walker Asset Management Verona, Missouri	$23.2M	+$318K	3	11.71%	Increased
3334	FCM Family Capital Management Grand Rapids, Michigan	$23.2M	+$109K	2	8.99%	Increased
3335	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$23.2M	-$7.82M	7	3.13%	Reduced
3336	DA DCF Advisers Greenwich, Connecticut	$23.2M	+$5.09M	4	4.1%	Increased
3337	Nantahala Capital Management New Canaan, Connecticut	$23.2M	$0	3	0.77%	Maintained
3338	MF Manchester Financial Westlake Village, California	$23.2M	+$1.52M	5	4.12%	Increased
3339	BCM Barrier Capital Management San Francisco, California	$23.2M	+$17.3M	3	16.94%	Increased
3340	VIP Vista Investment Partners Oklahoma City, Oklahoma	$23.2M	+$419K	5	5.83%	Increased
3341	CA Calton & Associates Tampa, Florida	$23.2M	-$3.71M	6	3.39%	Reduced
3342	NME Notis-McConarty Edward	$23.1M	+$306K	4	10%	Increased
3343	EIA Eastover Investment Advisors Charlotte, North Carolina	$23.1M	-$1.08M	2	9.11%	Reduced
3344	SFG Sovereign Financial Group Stamford, Connecticut	$23.1M	-$270K	5	3.53%	Reduced
3345	AIC AWM Investment Company New York	$23.1M	+$3.41M	2	2.01%	Increased
3346	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$23.1M	+$7.35M	3	2.92%	Increased
3347	CFA CWS Financial Advisors Kalamazoo, Michigan	$23.1M	+$955K	4	5.12%	Increased
3348	MC Metavasi Capital Larchmont, New York	$23.1M	-$4.9M	3	8.04%	Reduced
3349	EML Eos Management LP New York	$23.1M	$0	4	9.14%	Maintained
3350	LI Lafayette Investments Ashton, Maryland	$23M	-$614K	5	4.25%	Reduced