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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
5551	CWM Cadence Wealth Management Westborough, Massachusetts	$483K	+$143	1	0.41%	Increased
5552	KCM KM Capital Management Austin, Texas	$479K	+$526K	1	0.48%	New
5553	JM Jeneq Management New York	$476K	+$323K	1	2.13%	Increased
5554	WH Whitcomb & Hess Ashland, Ohio	$469K	+$6K	1	0.19%	Increased
5555	DT Daniels + Tansey Wilmington, Delaware	$465K	-$363K	1	0.18%	Reduced
5556	AC Applied Capital Little Rock, Arkansas	$465K	-$1.18M	1	0.34%	Reduced
5557	PC Prairiewood Capital Fargo, North Dakota	$465K	-$8.77K	1	0.34%	Reduced
5558	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$458K	+$21.6K	1	0.12%	Increased
5559	Regents of the University of California Oakland, California	$456K	+$235K	2	0.09%	Increased
5560	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$455K	$0	1	13.67%	Maintained
5561	NI NFC Investments Memphis, Tennessee	$454K	-$45.7K	1	0.14%	Reduced
5562	SCA SMH Capital Advisors Fort Worth, Texas	$454K	+$7.22K	2	0.66%	Increased
5563	HHRDM H&H Retirement Design & Management Las Vegas, Nevada	$452K	+$1.29K	1	0.38%	Increased
5564	RFS Retirement Financial Solutions Knoxville, Tennessee	$448K	+$489K	4	0.38%	New
5565	BFA Bluestem Financial Advisors Champaign, Illinois	$446K	-$17.3K	1	0.29%	Reduced
5566	QL Quarry LP New York	$446K	+$473K	22	0.1%	New
5567	SM Salzhauer Michael	$446K	+$1.43K	1	0.26%	Increased
5568	FP Foundry Partners Minneapolis, Minnesota	$446K	-$469K	1	0.02%	Reduced
5569	QVR San Francisco, California	$445K	-$27.7M	4	0.05%	Reduced
5570	SCM SKBA Capital Management San Francisco, California	$443K	$0	1	0.08%	Maintained
5571	CIM Caldwell Investment Management Toronto, Ontario, Canada	$437K	$0	1	0.46%	Maintained
5572	SJL Shayne & Jacobs LLC Nashville, Tennessee	$436K	$0	1	0.24%	Maintained
5573	CFLC California First Leasing Corp Newport Beach, California	$432K	$0	1	0.3%	Maintained
5574	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$427K	-$25.1K	1	0.29%	Reduced
5575	QHA Quarry Hill Advisors St Paul, Minnesota	$426K	+$468K	1	0.43%	New