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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
2026	FHB First Hawaiian Bank Honolulu, Hawaii	$2.19M	+$2.29M	10	0.45%	New
2027	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$2.19M	+$2.26M	1	0.64%	New
2028	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.18M	+$2.17M	2	1.47%	New
2029	GMCM Gruber & McBaine Capital Management San Francisco, California	$2.18M	+$2.37M	1	0.74%	New
2030	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$2.17M	+$2.29M	2	0.64%	New
2031	ATC Adirondack Trust Company Saratoga Springs, New York	$2.16M	+$2.29M	7	1.97%	New
2032	LFR Lehman Financial Resources Media, Pennsylvania	$2.16M	+$2.34M	4	1.46%	New
2033	STIA Stone Toro Investment Advisers Princeton, New Jersey	$2.16M	+$2.08M	5	1.3%	New
2034	SFM Signature Financial Management Norfolk, Virginia	$2.15M	+$2.34M	1	1.47%	New
2035	ICM IMS Capital Management Portland, Oregon	$2.15M	+$2.29M	3	3.08%	New
2036	HHGA Halbert Hargrove Global Advisors Long Beach, California	$2.12M	+$2.19M	4	0.78%	New
2037	Channing Capital Management Chicago, Illinois	$2.11M	+$2.29M	1	0.19%	New
2038	BAM Banta Asset Management Newport Beach, California	$2.1M	+$2.29M	1	5.8%	New
2039	WCA Woodbine Capital Advisors New York	$2.09M	+$1.72M	1	5.61%	New
2040	PFM PacWest Financial Management Phoenix, Arizona	$2.08M	+$2.15M	1	1.98%	New
2041	Brinker Capital Berwyn, Pennsylvania	$2.08M	+$2.23M	2	0.22%	New
2042	CW Cabot-Wellington Boston, Massachusetts	$2.07M	+$2.25M	1	0.87%	New
2043	NRCM Northern Right Capital Management Darien, Connecticut	$2.05M	+$2.13M	1	1.48%	New
2044	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.05M	+$2.11M	3	0.53%	New
2045	SG Somerset Group Wayzata, Minnesota	$2.02M	+$2.14M	2	1.51%	New
2046	DA Denali Advisors San Diego, California	$2.02M	+$2.08M	1	0.75%	New
2047	PSC Prentiss Smith & Co Brattleboro, Vermont	$2M	+$2.12M	3	1.03%	New
2048	HSA Holt-Smith Advisors Madison, Wisconsin	$1.98M	+$2.13M	2	2.8%	New
2049	CCMU Cheyne Capital Management (UK) London, United Kingdom	$1.98M	+$2.15M	1	1.31%	New
2050	CIG Consolidated Investment Group Englewood, Colorado	$1.97M	+$2.14M	1	1.53%	New