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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
1926	FWC First Washington Corp Seattle, Washington	$2.85M	+$3.03M	2	2.31%	New
1927	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$2.84M	+$3.08M	1	0.7%	New
1928	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$2.83M	+$3.01M	2	3.6%	New
1929	BO BRR OpCo Columbus, Ohio	$2.83M	+$3.03M	2	1.36%	New
1930	SC StellarOne Corp Charlottesville, Virginia	$2.82M	+$2.87M	3	2.16%	New
1931	HIC Harvey Investment Company Louisville, Kentucky	$2.82M	+$2.97M	1	0.85%	New
1932	Hills Bank & Trust North Liberty, Iowa	$2.81M	+$2.96M	3	1.46%	New
1933	LTI Laffer Tengler Investments Nashville, Tennessee	$2.8M	+$2.77M	1	0.55%	New
1934	SCM Southport Capital Management Chattanooga, Tennessee	$2.78M	+$2.99M	2	2.27%	New
1935	CC Capital Counsel New York	$2.78M	+$2.95M	3	0.17%	New
1936	MBT Monroe Bank & Trust Monroe, Michigan	$2.78M	+$2.91M	4	1.24%	New
1937	Hennessy Advisors Inc Novato, California	$2.78M	+$2.75M	1	0.14%	New
1938	AB Atlas Brown Louisville, Kentucky	$2.77M	+$2.97M	2	0.59%	New
1939	IPC Independent Portfolio Consultants Boca Raton, Florida	$2.77M	+$2.83M	5	1.24%	New
1940	Verition Fund Management Greenwich, Connecticut	$2.76M	+$2.58M	7	0.51%	New
1941	GIM Greylin Investment Management Orange, Virginia	$2.76M	+$2.85M	1	0.88%	New
1942	BO Bank OZK Little Rock, Arkansas	$2.75M	+$2.87M	2	2.02%	New
1943	FM Forward Management San Francisco, California	$2.74M	+$2.75M	5	0.23%	New
1944	WFG Windsor Financial Group Minneapolis, Minnesota	$2.73M	+$2.97M	1	1.73%	New
1945	SM Selkirk Management Chatham, New Jersey	$2.72M	+$2.61M	1	2.41%	New
1946	MIM Merit Investment Management Wilmington, Delaware	$2.71M	+$2.95M	1	2.45%	New
1947	KC Kingfisher Capital Charlotte, North Carolina	$2.71M	+$2.94M	1	1.49%	New
1948	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$2.71M	+$2.85M	2	3.16%	New
1949	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.7M	+$2.88M	2	1.35%	New
1950	TMC Trellus Management Company Delray Beach, Florida	$2.69M	+$2.24M	1	3.4%	New