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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
4351	SCM Stordahl Capital Management Greenwood Village, Colorado	$208K	+$208K	1	0.11%	New
4352	AC AWH Capital Dallas, Texas	$205K	-$352K	1	0.29%	Reduced
4353	PFM Probabilities Fund Management White Plains, New York	$204K	+$192K	1	0.67%	New
4354	FPF First Pacific Financial Vancouver, Washington	$203K	+$192K	1	0.18%	New
4355	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$203K	+$157K	1	0.07%	New
4356	ETS ESL Trust Services Rochester, New York	$202K	-$129K	1	0.09%	Reduced
4357	AFS Aft Forsyth & Sober Valrico, Florida	$192K	-$291K	2	1.49%	Reduced
4358	SCM Stumpf Capital Management Scottsdale, Arizona	$169K	+$169K	2	0.31%	New
4359	Hershey Trust Company Hershey, Pennsylvania	$145K	-$4.14K	1	0%	Reduced
4360	Heard Capital LLC Chicago, Illinois	$142K	-$286K	1	0.06%	Reduced
4361	PFG Pacific Financial Group Bellevue, Washington	$121K	+$115K	3	0.1%	New
4362	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$117K	$0	1	0%	Maintained
4363	AA AlphaCentric Advisors San Juan, Puerto Rico	$116K	-$14K	2	0.06%	Reduced
4364	NR Newfound Research Wellesley Hills, Massachusetts	$111K	+$107K	3	0.32%	New
4365	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$106K	$0	2	0.04%	Maintained
4366	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$101K	-$29.6K	3	1.86%	Reduced
4367	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$98K	-$3.09K	7	0.07%	Reduced
4368	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$85K	-$14K	3	0.01%	Reduced
4369	LAM Lountzis Asset Management Wyomissing, Pennsylvania	$74K	$0	3	0.06%	Maintained
4370	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$59K	-$63.1K	1	0.05%	Reduced
4371	CI Cordant Inc Portland, Oregon	$58K	+$327	1	0.05%	Increased
4372	RCG Ruggie Capital Group Tavares, Florida	$57K	+$53.6K	2	2.95%	New
4373	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$57K	$0	1	0.01%	Maintained
4374	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$52K	$0	1	0%	Maintained
4375	F F3Logic Burnsville, Minnesota	$45.4K	+$628K	8	1.14%	Increased