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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
3901	PS Planned Solutions Folsom, California	$2.74M	+$2.59M	6	2.68%	New
3902	MAM Marquette Asset Management Minneapolis, Minnesota	$2.74M	-$36.4K	5	0.76%	Reduced
3903	PCC Park Circle Company Baltimore, Maryland	$2.74M	$0	3	3.02%	Maintained
3904	WSL Western Standard LLC Los Angeles, California	$2.73M	+$14.3K	1	3.1%	Increased
3905	PCM Perkins Capital Management Wayzata, Minnesota	$2.72M	+$2.63M	3	2.5%	New
3906	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$2.72M	+$252K	2	1.09%	Increased
3907	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$2.71M	-$697K	3	1.82%	Reduced
3908	NICM Neo Ivy Capital Management New York	$2.71M	+$1.09M	16	2.74%	Increased
3909	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$2.71M	+$45.1K	4	0.36%	Increased
3910	M Mirova Paris, France	$2.71M	-$4.72M	4	0.44%	Reduced
3911	KC Kepos Capital New York	$2.69M	-$11.5M	2	0.29%	Reduced
3912	TIA Tandem Investment Advisors Charleston, South Carolina	$2.67M	+$116K	3	0.33%	Increased
3913	WG Watchman Group Plano, Texas	$2.67M	+$32.8K	3	1.97%	Increased
3914	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$2.66M	-$4.47M	2	1.64%	Reduced
3915	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$2.65M	+$57.6K	1	1.15%	Increased
3916	Alesco Advisors Pittsford, New York	$2.65M	-$124K	2	0.12%	Reduced
3917	ER Enlightenment Research Miami, Florida	$2.64M	-$7.02M	6	7.8%	Reduced
3918	AIC Aurora Investment Counsel Atlanta, Georgia	$2.63M	-$1.57M	3	2.17%	Reduced
3919	SAM Shone Asset Management Walnut Creek, California	$2.62M	+$7.64K	1	2.33%	Increased
3920	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$2.61M	-$159K	2	1.54%	Reduced
3921	HA H2O AM London, United Kingdom	$2.61M	-$3.67M	1	4.27%	Reduced
3922	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$2.6M	-$30.3K	3	0.69%	Reduced
3923	RCM Rutabaga Capital Management Boston, Massachusetts	$2.6M	-$428K	1	1.47%	Reduced
3924	JGUA John G. Ullman & Associates Corning, New York	$2.59M	+$299K	2	0.54%	Increased
3925	RSC Red Spruce Capital Berwyn, Pennsylvania	$2.58M	-$14K	1	2.1%	Reduced