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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
1901	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$65.6M	-$2.26M	5	5.95%	Reduced
1902	PCM Princeton Capital Management Red Bank, New Jersey	$65.5M	-$1.64M	4	14.78%	Reduced
1903	AAM Azzad Asset Management Falls Church, Virginia	$65.4M	-$11.6M	12	5.79%	Reduced
1904	AC AMS Capital Sao Paulo, Brazil	$65.3M	+$3.52M	4	22.46%	Increased
1905	WCM Whitener Capital Management Rocky Mount, North Carolina	$65.3M	-$441K	3	13.84%	Reduced
1906	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$65.3M	+$1.39M	5	3.89%	Increased
1907	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$65.2M	-$9.03M	4	7.91%	Reduced
1908	SCA Sander Capital Advisors Seattle, Washington	$65.2M	+$1.8M	2	34.49%	Increased
1909	EFG Everest Financial Group Minneapolis, Minnesota	$65.1M	-$1.24M	4	8.82%	Reduced
1910	SSG Summit Securities Group New York	$64.9M	+$38.8M	27	6.21%	Increased
1911	PA Proem Advisors Dallas, Texas	$64.9M	-$2.18M	5	3.47%	Reduced
1912	1WA 180 Wealth Advisors Federal Way, Washington	$64.8M	-$578K	13	6.5%	Reduced
1913	HCA Harbor Capital Advisors Chicago, Illinois	$64.6M	+$1.21M	22	4.4%	Increased
1914	BCM Blume Capital Management Berkeley, California	$64.6M	+$10.5M	9	9.44%	Increased
1915	PIM Paradice Investment Management Denver, Colorado	$64.5M	+$25M	2	10.3%	Increased
1916	P3I Progeny 3 Inc Kirkland, Washington	$64.5M	+$5.15M	1	3.33%	Increased
1917	SB Strategic Blueprint Atlanta, Georgia	$64.5M	-$4.33M	6	3.22%	Reduced
1918	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$64.4M	-$444K	3	11.46%	Reduced
1919	EC Elequin Capital New York	$64.4M	+$64.8M	11	1.92%	Increased
1920	CM Conifer Management New York	$64.4M	+$71.1M	1	10.61%	New
1921	PTP Platform Technology Partners New York	$64.3M	-$63.2K	8	10.51%	Reduced
1922	ATI Act Two Investors Santa Cruz, California	$64.2M	-$423K	2	12.98%	Reduced
1923	ACA Affinity Capital Advisors Berkeley, California	$64.2M	-$5.12M	3	7.93%	Reduced
1924	Ceredex Value Advisors Orlando, Florida	$63.9M	+$61.6M	2	1.8%	Increased
1925	IIC Ironwood Investment Counsel Scottsdale, Arizona	$63.8M	+$186K	5	8.37%	Increased