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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
2301	UM Ulysses Management New York	$2.3M	-$97.6K	2	0.38%	Reduced
2302	BW Gestao de Investimentos Sao Paulo, Brazil	$2.3M	+$35.3K	3	1.04%	Increased
2303	BCM Birmingham Capital Management Birmingham, Alabama	$2.29M	-$49.5K	3	0.84%	Reduced
2304	CK Carnick & Kubik Colorado Springs, Colorado	$2.29M	-$111K	3	2.29%	Reduced
2305	NPGCU Napier Park Global Capital (US) New York	$2.29M	-$3.74M	1	0.96%	Reduced
2306	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.29M	$0	3	1.9%	Maintained
2307	TC TradeLink Capital Chicago, Illinois	$2.29M	+$2.04M	8	2.11%	Increased
2308	LWI Long Wharf Investors Boston, Massachusetts	$2.29M	+$268K	3	1.8%	Increased
2309	SCM Siphron Capital Management Beverly Hills, California	$2.29M	-$2.24M	2	7.76%	Reduced
2310	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.28M	$0	3	0.4%	Maintained
2311	RH Rayner & Haynor Mill Valley, California	$2.27M	-$197K	3	1.71%	Reduced
2312	OIM Orca Investment Management Roseburg, Oregon	$2.27M	-$1.99M	2	1.79%	Reduced
2313	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$2.25M	$0	1	1.96%	Maintained
2314	LJHT Laurie J. Hall Trustee	$2.25M	-$45.2K	3	1.69%	Reduced
2315	ICM Intrepid Capital Management Jacksonville Beach, Florida	$2.25M	-$203K	1	0.53%	Reduced
2316	ICM IMS Capital Management Portland, Oregon	$2.24M	+$12.9K	4	2.44%	Increased
2317	WA Wheatland Advisors Lancaster, Pennsylvania	$2.24M	+$231	2	2.04%	Increased
2318	AWS Aris Wealth Services State College, Pennsylvania	$2.21M	+$196K	3	2.89%	Increased
2319	GC Globeflex Capital San Diego, California	$2.21M	+$213	3	0.24%	Increased
2320	FWP FAS Wealth Partners Leawood, Kansas	$2.2M	-$59.2K	2	1.27%	Reduced
2321	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.19M	-$366K	5	1.87%	Reduced
2322	CS Credential Securities Vancouver,	$2.18M	-$347K	2	1.45%	Reduced
2323	PAM Peninsula Asset Management Bradenton, Florida	$2.17M	-$47.8K	1	1.79%	Reduced
2324	Northeast Financial Consultants Westport, Connecticut	$2.16M	+$11.9K	3	1.22%	Increased
2325	IP Interval Partners New York	$2.16M	-$35.9M	1	0.5%	Reduced