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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
4251	AP AlpInvest Partners Amsterdam, Netherlands	$460K	-$8.22M	1	0.97%	Reduced
4252	BA BCM Advisors Lafayette, Louisiana	$458K	+$389K	1	0.19%	New
4253	ACP Aveo Capital Partners Englewood, Colorado	$450K	-$1.88M	2	0.91%	Reduced
4254	BWI Beacon Wealthcare Inc Raleigh, North Carolina	$447K	-$10.2K	1	0.28%	Reduced
4255	GPA Guidance Point Advisors Wellesley, Massachusetts	$446K	-$1.86K	1	0.25%	Reduced
4256	ECM Ensemble Capital Management San Francisco, California	$445K	$0	1	0.06%	Maintained
4257	XM XTX Markets New York	$445K	-$401K	3	1.51%	Reduced
4258	MAG Mokosak Advisory Group Urbandale, Iowa	$444K	+$51.8K	1	0.27%	Increased
4259	MAS Madden Advisory Services Jacksonville, Florida	$440K	+$381K	2	0.46%	New
4260	W.H. Reaves & Co Jersey City, New Jersey	$438K	$0	1	0.02%	Maintained
4261	SJL Shayne & Jacobs LLC Nashville, Tennessee	$429K	$0	1	0.36%	Maintained
4262	BAMG Brand Asset Management Group Chesterfield, Missouri	$420K	$0	4	0.27%	Maintained
4263	UFG United Fire Group Cedar Rapids, Iowa	$419K	$0	1	0.2%	Maintained
4264	AFS Aft Forsyth & Sober Valrico, Florida	$418K	+$364K	2	2.97%	New
4265	LAS Lloyd Advisory Services Suwanee, Georgia	$416K	+$55.8K	4	0.26%	Increased
4266	DCCA D.C. Capital Advisors New York	$402K	-$43.6K	1	2.72%	Reduced
4267	Heard Capital LLC Chicago, Illinois	$399K	+$41.1K	2	0.2%	Increased
4268	IWP Insight Wealth Partners Plano, Texas	$398K	+$54.9K	1	0.41%	Increased
4269	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$396K	-$1.53M	1	0.04%	Reduced
4270	BFA Bluestem Financial Advisors Champaign, Illinois	$385K	$0	1	0.35%	Maintained
4271	DMK David M. Knott	$384K	$0	1	0.21%	Maintained
4272	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$381K	-$62.2M	1	0.02%	Reduced
4273	GCIA Gabelli & Co Investment Advisers Rye, New York	$380K	+$286K	1	0.09%	New
4274	HF Halpern Financial Ashburn, Virginia	$380K	+$19.4K	2	0.25%	Increased
4275	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$378K	+$370	1	0.3%	Increased