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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
5976	AP Advisors Preferred Rockville, Maryland	$512K	-$653K	2	0.09%	Reduced
5977	WCP Welch Capital Partners Harrison, New York	$508K	$0	1	0.13%	Maintained
5978	RWIA Roger Wittlin Investment Advisory San Francisco, California	$502K	+$502K	2	0.35%	New
5979	MCAI Members Capital Advisors Inc Madison, Wisconsin	$489K	$0	2	1.38%	Maintained
5980	ICM III Capital Management Boca Raton, Florida	$488K	+$538K	1	0.02%	Increased
5981	BWA Brave Warrior Advisors New York	$487K	$0	1	0.01%	Maintained
5982	AAG Avalon Advisory Group Wexford, Pennsylvania	$482K	+$511K	1	0.23%	New
5983	DMKJ David M. Knott Jr	$482K	-$35K	2	0.17%	Reduced
5984	LW Lauer Wealth Valparaiso, Indiana	$480K	-$20.9K	1	0.42%	Reduced
5985	OCM Ovata Capital Management Hong Kong	$479K	+$467K	1	0.25%	New
5986	DI Dalton Investments Las Vegas, Nevada	$479K	$0	1	0.29%	Maintained
5987	TC Touchstone Capital Pittsburgh, Pennsylvania	$475K	$0	2	0.6%	Maintained
5988	LCM Lunt Capital Management Holladay, Utah	$471K	-$218K	1	0.23%	Reduced
5989	SSG Summit Securities Group New York	$470K	+$176K	5	0.08%	Increased
5990	FPCG Forum Private Client Group Fishers, Indiana	$463K	-$10.2K	1	0.22%	Reduced
5991	Michael & Susan Dell Foundation New York	$463K	$0	1	0.06%	Maintained
5992	FC Family CFO Los Altos, California	$462K	-$17.5K	4	0.29%	Reduced
5993	FF Financial Futures Brielle, New Jersey	$461K	-$68.2K	1	0.31%	Reduced
5994	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$459K	-$406K	1	0.09%	Reduced
5995	PFG Peterson Financial Group Des Moines, Iowa	$454K	-$10.7K	1	2.97%	Reduced
5996	SP Systematic Portfolios New York	$454K	-$363K	2	1.49%	Reduced
5997	SWM Schwallier Wealth Management Grand Rapids, Michigan	$454K	-$738K	1	0.37%	Reduced
5998	PIC Portland Investment Counsel Burlington, Ontario, Canada	$451K	-$33.4K	2	0.14%	Reduced
5999	EFG Erickson Financial Group Allentown, Pennsylvania	$440K	+$18.2K	1	0.35%	Increased
6000	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$440K	+$394K	3	0.36%	Increased