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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
2051	HCI Harraden Circle Investments New York	$57.5M	+$36.8M	2	7.33%	Increased
2052	DA Denali Advisors San Diego, California	$57.4M	-$9.95M	6	5.78%	Reduced
2053	SOS Silver Oak Securities Jackson, Tennessee	$57.4M	+$541K	9	3.48%	Increased
2054	RIA Regal Investment Advisors Kentwood, Michigan	$57.4M	-$135K	5	2.98%	Reduced
2055	HVIA Hudson Valley Investment Advisors Goshen, New York	$57.3M	-$3.88M	5	6.97%	Reduced
2056	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$57.3M	-$1.61M	9	5.73%	Reduced
2057	ACG Allen Capital Group Grand Island, Nebraska	$57.3M	+$4.8M	7	4.66%	Increased
2058	CAM Cypress Asset Management Houston, Texas	$57.2M	-$161K	4	11.14%	Reduced
2059	BCB Brian C. Broderick	$57.2M	+$823K	4	8.85%	Increased
2060	GWP Gateway Wealth Partners Appleton, Wisconsin	$57.1M	-$39.2M	7	3.42%	Reduced
2061	RCA Riverview Capital Advisers Boston, Massachusetts	$57.1M	-$1.61M	5	16.36%	Reduced
2062	PA Perennial Advisors New York	$57M	+$19.2K	3	8.79%	Increased
2063	PC Port Capital Chicago, Illinois	$56.9M	-$600K	4	2.32%	Reduced
2064	HIC Holderness Investments Company Greensboro, North Carolina	$56.8M	+$420K	5	9.47%	Increased
2065	GIM Generali Investments Management Ljubljana, Slovenia	$56.8M	-$3.78M	4	12.34%	Reduced
2066	CCM Condor Capital Management Martinsville, New Jersey	$56.8M	-$1.77M	4	4.26%	Reduced
2067	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$56.8M	-$5.2M	4	8.64%	Reduced
2068	HWM Hohimer Wealth Management Seattle, Washington	$56.8M	-$7.43M	9	5.66%	Reduced
2069	EFG Embree Financial Group Chicago, Illinois	$56.7M	-$366K	5	5.68%	Reduced
2070	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$56.7M	+$120K	7	4.7%	Increased
2071	GIPM G2 Investment Partners Management New York	$56.7M	-$20.8M	5	10.33%	Reduced
2072	SIC Schwartz Investment Counsel Plymouth, Michigan	$56.7M	+$31.1M	5	1.88%	Increased
2073	AIMC Alley Investment Management Company Lake Forest, Illinois	$56.7M	-$655K	3	6.62%	Reduced
2074	BCM Bornite Capital Management New York	$56.7M	+$59.7M	1	7.13%	New
2075	OCAM Owl Creek Asset Management New York	$56.6M	+$51.6M	4	4.68%	Increased