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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
4751	SCM Stordahl Capital Management Greenwood Village, Colorado	$624K	+$392K	3	0.28%	Increased
4752	BAMG Brand Asset Management Group Chesterfield, Missouri	$621K	-$135K	4	0.35%	Reduced
4753	HP Holowesko Partners Nassau, Bahamas	$615K	$0	1	0.17%	Maintained
4754	PCM Polaris Capital Management Boston, Massachusetts	$600K	$0	1	0.02%	Maintained
4755	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$599K	+$4.07K	2	0.16%	Increased
4756	SIP Scott Investment Partners Henley-On-Thames, United Kingdom	$598K	+$548K	1	0.47%	New
4757	EL Envoi LLC Chanhassen, Minnesota	$595K	$0	1	1.3%	Maintained
4758	VWA VERITY Wealth Advisors Sausalito, United States	$593K	+$115K	2	0.54%	Increased
4759	WRBC W.R. Berkley Corp Greenwich, Connecticut	$586K	-$4.5M	1	0.1%	Reduced
4760	AWAM Appian Way Asset Management New York	$582K	-$5.03M	1	0.29%	Reduced
4761	AA AF Advisors Sacramento, California	$581K	-$223K	2	0.29%	Reduced
4762	BP BCK Partners Corning, New York	$580K	+$545K	2	0.5%	New
4763	PIN Prudent Investors Network Lake Forest, California	$579K	-$168K	1	0.35%	Reduced
4764	CIG Cairn Investment Group Vancouver, Washington	$576K	-$988K	1	0.54%	Reduced
4765	Capital Markets Trading (UK) London, United Kingdom	$575K	-$2.79M	2	0.01%	Reduced
4766	AF AtlasMark Financial Austin, Texas	$573K	$0	1	0.87%	Maintained
4767	FRM Foundation Resource Management Little Rock, Arkansas	$570K	$0	1	0.15%	Maintained
4768	PFG Piershale Financial Group Barrington, Illinois	$567K	+$267K	1	0.27%	Increased
4769	FCM Fairholme Capital Management South Miami, Florida	$565K	$0	1	0.05%	Maintained
4770	IHWM Iron Horse Wealth Management Johston, Iowa	$564K	+$516K	4	0.45%	New
4771	Hood River Capital Management Palm Beach Gardens, Florida	$561K	-$70.2M	1	0.02%	Reduced
4772	DIM DC Investments Management Mclean, Virginia	$554K	-$12.1M	2	1.38%	Reduced
4773	CJA C-J Advisory San Jose, California	$550K	+$722	1	0.34%	Increased
4774	BFA Bluestem Financial Advisors Champaign, Illinois	$547K	-$7.58K	1	0.4%	Reduced
4775	BA BCM Advisors Lafayette, Louisiana	$540K	$0	1	0.18%	Maintained