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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
2001	SG StepStone Group La Jolla, California	$2.33M	+$1.92M	1	0.92%	New
2002	GIM Guild Investment Management Los Angeles, California	$2.33M	+$2.43M	1	2.27%	New
2003	FBT Founders Bank & Trust Grand Rapids, Michigan	$2.31M	+$2.36M	5	1.23%	New
2004	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$2.29M	+$2.4M	3	2.1%	New
2005	HBK Sorce Advisory Erie, Pennsylvania	$2.29M	+$2.46M	2	0.99%	New
2006	Prospera Financial Services Dallas, Texas	$2.29M	+$2.4M	2	1.06%	New
2007	NES New England Securities New York	$2.29M	+$2.42M	8	1.53%	New
2008	OC Oarsman Capital Milwaukee, Wisconsin	$2.29M	+$2.45M	2	2.16%	New
2009	AM Anthion Management New York	$2.28M	+$2.48M	1	0.8%	New
2010	T TradeWorx Red Bank, New Jersey	$2.28M	+$2.31M	5	0.98%	New
2011	BG Bollard Group Boston, Massachusetts	$2.28M	+$2.36M	3	0.44%	New
2012	LI Longer Investments Fayetteville, Arkansas	$2.27M	+$2.35M	1	2.07%	New
2013	ACM Artis Capital Management San Francisco, California	$2.27M	+$2.32M	3	1.92%	New
2014	JGUA John G. Ullman & Associates Corning, New York	$2.26M	+$2.46M	1	0.47%	New
2015	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$2.26M	+$2.35M	2	0.92%	New
2016	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$2.25M	+$2.44M	7	1.66%	New
2017	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$2.25M	+$2.45M	1	0.72%	New
2018	MCM Matarin Capital Management New York	$2.25M	+$2.02M	8	2.27%	New
2019	CI Global Investments Oakland, California	$2.25M	+$2.25M	2	0.1%	New
2020	TCM Tanaka Capital Management New York	$2.25M	+$2.44M	1	8.01%	New
2021	MM Midas Management New York	$2.24M	+$2.21M	3	1.49%	New
2022	DMC Drexel Morgan & Co Radnor, Pennsylvania	$2.22M	+$2.39M	2	3.68%	New
2023	PAM Peninsula Asset Management Bradenton, Florida	$2.21M	+$2.18M	1	2.08%	New
2024	RRWJ R. Robert Woodburn Jr	$2.2M	+$2.3M	2	2.37%	New
2025	NAM NTV Asset Management Charleston, West Virginia	$2.19M	+$2.37M	2	0.8%	New