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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
4326	TCM Tran Capital Management San Rafael, California	$329K	$0	1	0.04%	Maintained
4327	Inspire Investing Meridian, Idaho	$327K	-$340K	1	0.09%	Reduced
4328	CTC (Chicago Trading Company) Chicago, Illinois	$307K	+$194K	3	0.22%	Increased
4329	TPW TL Private Wealth Southlake, Texas	$303K	$0	1	0.21%	Maintained
4330	MM Main Management San Francisco, California	$297K	+$40.2K	2	0.04%	Increased
4331	SG Swarthmore Group Philadelphia, Pennsylvania	$296K	$0	1	0.09%	Maintained
4332	IF Insight Folios Charlotte, North Carolina	$294K	+$25.4K	1	0.27%	Increased
4333	GI GS Investments Minneapolis, Minnesota	$279K	-$14.7M	4	0.76%	Reduced
4334	OC Oppenheimer & Close New York	$279K	$0	1	0.37%	Maintained
4335	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$263K	-$16.7K	4	0.1%	Reduced
4336	LECM Lead Edge Capital Management New York	$263K	-$10.2M	1	0.16%	Reduced
4337	FIG FundX Investment Group San Francisco, California	$256K	$0	1	0.1%	Maintained
4338	UA Unison Advisors Washington, District of Columbia	$252K	$0	1	0.07%	Maintained
4339	WAM Wilsey Asset Management San Diego, California	$241K	+$227K	1	0.11%	New
4340	BSG Black Swift Group Boulder, Colorado	$240K	+$24.1K	2	0.12%	Increased
4341	PFG Piershale Financial Group Barrington, Illinois	$238K	+$224K	1	0.14%	New
4342	DSN D. Scott Neal Lexington, Kentucky	$230K	-$41.3K	1	0.13%	Reduced
4343	TPCM Three Peaks Capital Management Castle Rock, Colorado	$230K	+$216K	1	0.08%	New
4344	Regents of the University of California Oakland, California	$225K	-$2.16M	1	0.03%	Reduced
4345	KBG Kahn Brothers Group New York	$221K	-$122K	1	0.04%	Reduced
4346	HPCM High Pointe Capital Management Chicago, Illinois	$220K	+$221K	1	0.27%	New
4347	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$219K	+$206K	1	0.07%	New
4348	MKC M. Kraus & Co Shelburne, Vermont	$218K	+$208K	1	0.1%	New
4349	BWA Brave Warrior Advisors New York	$217K	+$218K	1	0.01%	New
4350	CCM Crabel Capital Management Los Angeles, California	$214K	-$231K	1	0.42%	Reduced