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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
2101	Jaffetilchin Investment Partners Tampa, Florida	$2.08M	+$246K	3	1.22%	Increased
2102	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$2.07M	-$23.2K	1	5.06%	Reduced
2103	OCMI Oaktop Capital Management II Chatham, New Jersey	$2.06M	-$1.19M	2	0.52%	Reduced
2104	Veritas Investment Management London, United Kingdom	$2.06M	+$452K	3	1.2%	Increased
2105	BCM Birmingham Capital Management Birmingham, Alabama	$2.06M	+$163K	3	0.81%	Increased
2106	CK Carnick & Kubik Colorado Springs, Colorado	$2.05M	-$39.4K	3	3.14%	Reduced
2107	SAM Serengeti Asset Management New York	$2.05M	+$2M	1	0.26%	New
2108	Grandfield & Dodd New York	$2.05M	+$83.6K	1	0.37%	Increased
2109	CFA Camarda Financial Advisors Fleming Island, Florida	$2.04M	+$1.65M	1	2.67%	Increased
2110	PFS Penseco Financial Services Scranton, Pennsylvania	$2.03M	+$119K	5	1.45%	Increased
2111	Halbert Hargrove Global Advisors Long Beach, California	$2.02M	-$355K	3	0.67%	Reduced
2112	STIA Stone Toro Investment Advisers Princeton, New Jersey	$2.02M	-$247K	3	1.33%	Reduced
2113	First Hawaiian Bank Honolulu, Hawaii	$2.01M	-$375K	3	0.4%	Reduced
2114	Massachusetts Mutual Life Insurance Springfield, Massachusetts	$2.01M	+$1.49M	4	1.92%	Increased
2115	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$2.01M	+$93.3K	2	0.66%	Increased
2116	CCM Contrarian Capital Management Greenwich, Connecticut	$2.01M	+$2M	1	0.97%	New
2117	MS Marshall & Sullivan Seattle, Washington	$2.01M	-$92.8K	1	3.76%	Reduced
2118	AB Atlas Brown Louisville, Kentucky	$2M	-$1.17M	2	1.5%	Reduced
2119	Miller Howard Investments Kingston, New York	$1.98M	+$10.2K	1	0.04%	Increased
2120	WBH Advisory Baltimore, Maryland	$1.97M	+$179K	3	0.88%	Increased
2121	BLB&B Advisors Montgomeryville, Pennsylvania	$1.97M	-$85.8K	4	0.52%	Reduced
2122	FUBT First United Bank & Trust Oakland, Maryland	$1.96M	+$2.14K	2	2.37%	Increased
2123	FMA FNY Managed Accounts New York	$1.94M	+$1.7M	4	2.15%	Increased
2124	EML Eos Management LP New York	$1.93M	$0	1	1.17%	Maintained
2125	PAS Partnervest Advisory Services Santa Barbara, California	$1.93M	-$1.02M	13	0.99%	Reduced