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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
3401	PVAM Pacific View Asset Management San Francisco, California	$786K	+$40.3K	1	0.62%	Increased
3402	Fenimore Asset Management Cobleskill, New York	$777K	+$12.9K	1	0.03%	Increased
3403	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$768K	-$4.69K	2	0.01%	Reduced
3404	AIA Armor Investment Advisors Raleigh, North Carolina	$767K	+$343K	2	0.69%	Increased
3405	CWM Cahaba Wealth Management Atlanta, Georgia	$764K	-$363	1	0.27%	Reduced
3406	SIA Starfire Investment Advisers Southfield, Michigan	$757K	$0	1	0.38%	Maintained
3407	IF Ironwood Financial Tucson, Arizona	$748K	+$12.1K	5	0.43%	Increased
3408	PCM Piermont Capital Management St. Louis, Missouri	$746K	+$443K	2	0.23%	Increased
3409	PCM Price Capital Management Lafayette, Louisiana	$745K	-$11.8M	1	0.37%	Reduced
3410	SCC Steel Canyon Capital Phoenix, Arizona	$740K	+$727K	1	0.59%	New
3411	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$739K	-$220K	2	0.23%	Reduced
3412	BC Blueport Capital Fort Worth, Texas	$738K	+$534K	1	9.25%	New
3413	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$735K	-$242K	6	0.43%	Reduced
3414	DM DST Managers Grand Cayman, Cayman Islands	$733K	$0	1	100%	Maintained
3415	RAM Roanoke Asset Management Jersey City, New Jersey	$731K	+$460K	2	0.35%	Increased
3416	Xponance Philadelphia, Pennsylvania	$718K	-$1.18M	1	0.33%	Reduced
3417	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$717K	+$37K	2	0.07%	Increased
3418	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$704K	-$24.4K	16	0.5%	Reduced
3419	PAM Prudence Asset Management Hong Kong	$702K	+$381K	2	6.73%	Increased
3420	RFO RiverGlades Family Offices Naples, Florida	$701K	-$346K	2	0.61%	Reduced
3421	SRC Stone Run Capital New York	$701K	$0	1	0.37%	Maintained
3422	TIA Tandem Investment Advisors Charleston, South Carolina	$688K	+$29.3K	2	0.21%	Increased
3423	SJL Shayne & Jacobs LLC Nashville, Tennessee	$676K	$0	1	0.48%	Maintained
3424	BMM Berkshire Money Management Dalton, Massachusetts	$674K	+$181	1	0.16%	Increased
3425	TAM Trust Asset Management Houston, Texas	$671K	+$641K	4	0.27%	New