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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
3476	SAMC Spectrum Asset Management (California) Newport Beach, California	$412K	$0	1	0.32%	Maintained
3477	ZIG Zuckerman Investment Group Chicago, Illinois	$412K	$0	1	0.1%	Maintained
3478	FP FDO Partners Cambridge, Massachusetts	$410K	-$1.29M	1	0.35%	Reduced
3479	PTCG Pring Turner Capital Group Alamo, California	$409K	-$26.7K	1	0.44%	Reduced
3480	RFO RiverGlades Family Offices Naples, Florida	$408K	+$403K	1	0.33%	New
3481	HIC Harvey Investment Company Louisville, Kentucky	$402K	$0	1	0.07%	Maintained
3482	GC Gibson Capital Wexford, Pennsylvania	$399K	-$10K	1	0.14%	Reduced
3483	HP Hikari Power Tokyo, Japan	$397K	$0	2	0.05%	Maintained
3484	UCI Uncommon Cents Investing Janesville, Wisconsin	$396K	+$391K	1	0.28%	New
3485	BA Ballew Advisors Jackson, Mississippi	$395K	+$390K	1	0.39%	New
3486	HCA Horan Capital Advisors Cincinnati, Ohio	$384K	-$4.9M	1	0.25%	Reduced
3487	CRA Circle Road Advisors New York	$383K	+$394K	1	0.31%	New
3488	TCB Texas Capital Bancshares Dallas, Texas	$383K	-$705	1	0.86%	Reduced
3489	ACM Armbruster Capital Management Pittsford, New York	$382K	-$8.7K	7	0.17%	Reduced
3490	KBG Kahn Brothers Group New York	$382K	-$281	1	0.06%	Reduced
3491	CPA Columbia Pacific Advisors Seattle, Washington	$378K	-$827K	1	0.56%	Reduced
3492	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$378K	+$366K	7	0.34%	New
3493	NCM Northside Capital Management Hood River, Oregon	$374K	$0	1	0.11%	Maintained
3494	WFWM Wechter Feldman Wealth Management Parsippany, New Jersey	$370K	+$58.7K	1	0.26%	Increased
3495	PFM Probabilities Fund Management White Plains, New York	$369K	+$370K	1	0.53%	New
3496	Mesirow Financial Investment Management Chicago, Illinois	$368K	+$6.75K	1	1.67%	Increased
3497	PCM Piermont Capital Management St. Louis, Missouri	$367K	-$3.17M	1	0.12%	Reduced
3498	OP Omni Partners London, United Kingdom	$362K	+$325K	1	0.06%	New
3499	AGA Accuvest Global Advisors Provo, Utah	$360K	+$5.23K	2	0.26%	Increased
3500	FIMG Financial & Investment Management Group Traverse City, Michigan	$360K	+$290K	2	0.12%	Increased