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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
4851	WH Whitcomb & Hess Ashland, Ohio	$670K	+$634K	1	0.29%	New
4852	SFP Strategic Financial Partners Bend, Oregon	$669K	$0	1	0.37%	Maintained
4853	FCOI FirstMark Capital OF I New York	$668K	$0	1	0.82%	Maintained
4854	DMK David M. Knott	$660K	+$124K	3	0.23%	Increased
4855	W.H. Reaves & Co Jersey City, New Jersey	$657K	$0	1	0.02%	Maintained
4856	EMG Ellington Management Group Old Greenwich, Connecticut	$629K	+$388K	1	0.09%	Increased
4857	BSP Benefit Street Partners New York	$623K	+$227K	1	0.24%	Increased
4858	SIP Scott Investment Partners Henley-On-Thames, United Kingdom	$620K	$0	1	0.44%	Maintained
4859	VWA VERITY Wealth Advisors Sausalito, United States	$619K	$0	2	0.56%	Maintained
4860	FSWA Financial Synergies Wealth Advisors Houston, Texas	$619K	-$41.9K	1	0.08%	Reduced
4861	AAM Ameraudi Asset Management New York	$616K	+$330K	1	0.26%	Increased
4862	EL Envoi LLC Chanhassen, Minnesota	$614K	$0	1	1.42%	Maintained
4863	3LCM 3D/L Capital Management Hartford, Connecticut	$610K	-$93.1K	2	0.15%	Reduced
4864	WCM Washington Capital Management Seattle, Washington	$605K	$0	1	0.73%	Maintained
4865	BWA Brave Warrior Advisors New York	$593K	+$342K	2	0.02%	Increased
4866	AF AtlasMark Financial Austin, Texas	$591K	$0	1	0.77%	Maintained
4867	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$589K	$0	3	0.37%	Maintained
4868	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$586K	-$201K	2	0.26%	Reduced
4869	HF Halpern Financial Ashburn, Virginia	$580K	+$38.2K	5	0.27%	Increased
4870	BA BCM Advisors Lafayette, Louisiana	$579K	-$3.63K	1	0.16%	Reduced
4871	MKC M. Kraus & Co Shelburne, Vermont	$577K	-$6.84K	2	0.21%	Reduced
4872	BI Berkeley Inc Boise, Idaho	$576K	+$189K	2	0.41%	Increased
4873	BGC Birch Grove Capital New York	$569K	$0	1	0.28%	Maintained
4874	BFP Briaud Financial Planning College Station, Texas	$568K	$0	1	0.38%	Maintained
4875	LC Lunia Capital Dallas, Texas	$567K	+$538K	2	17.45%	New