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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
5901	ACM Altrius Capital Management New Bern, North Carolina	$1M	+$64.3K	1	0.25%	Increased
5902	RCM Requisite Capital Management Dallas, Texas	$998K	-$2.54M	1	0.21%	Reduced
5903	VBA von Borstel & Associates The Dalles, Oregon	$997K	+$956K	1	0.56%	New
5904	MWM Magnolia Wealth Management Dothan, Alabama	$993K	+$177K	2	0.71%	Increased
5905	AAM American Asset Management Boca Raton, Florida	$992K	$0	2	1.07%	Maintained
5906	KBG Kahn Brothers Group New York	$988K	-$2.47K	2	0.17%	Reduced
5907	IFU iSAM Funds (UK) London, United Kingdom	$984K	-$1.7M	2	0.56%	Reduced
5908	SPWM Straight Path Wealth Management Jenison, Michigan	$981K	+$6.25K	1	0.42%	Increased
5909	NHFG New Harbor Financial Group Worcester, Massachusetts	$979K	-$214K	3	0.25%	Reduced
5910	LIWM Long Island Wealth Management Melville, New York	$975K	-$29K	1	0.64%	Reduced
5911	KAM Kraft Asset Management Nashville, Tennessee	$974K	+$217K	3	0.76%	Increased
5912	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$970K	+$209K	2	0.55%	Increased
5913	HA HFG Advisors Cincinatti, Ohio	$960K	$0	1	0.85%	Maintained
5914	NFW Noble Family Wealth Clearwater, Florida	$958K	-$32.2K	1	0.26%	Reduced
5915	FFG Foundry Financial Group Laconia, New Hampshire	$953K	-$12K	2	0.6%	Reduced
5916	AA AF Advisors Sacramento, California	$947K	+$1.12K	2	0.13%	Increased
5917	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$943K	+$223	7	0.25%	Increased
5918	SFP Strategic Financial Partners Bend, Oregon	$943K	$0	1	0.48%	Maintained
5919	UA Unison Advisors Washington, District of Columbia	$943K	-$584K	1	0.11%	Reduced
5920	FAM Frontier Asset Management Sheridan, Wyoming	$923K	+$45.1K	2	0.31%	Increased
5921	TFG Tull Financial Group Chesapeake, Virginia	$922K	+$891K	2	0.56%	New
5922	LAM Lingohr Asset Management Duesseldorf, Germany	$921K	+$784K	1	2.23%	New
5923	S ShariaPortfolio Lake Mary, Florida	$920K	$0	1	0.49%	Maintained
5924	TB Treynor Bancshares Treynor, Iowa	$900K	-$92.2K	1	0.92%	Reduced
5925	AF AtlasMark Financial Austin, Texas	$897K	+$859K	1	0.83%	New