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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
2326	Gradient Investments Arden Hills, Minnesota	$757K	+$384K	5	0.24%	Increased
2327	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$752K	-$381K	1	0.66%	Reduced
2328	RB Rodgers Brothers Harmony, Pennsylvania	$748K	+$241K	2	0.41%	Increased
2329	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$743K	$0	1	0.49%	Maintained
2330	IRS Invictus RG (Singapore) Singapore	$736K	-$24.3K	8	0.63%	Reduced
2331	KA KLCM Advisors Milwaukee, Wisconsin	$715K	-$128K	1	0.2%	Reduced
2332	ACM Aviance Capital Management Sarasota, Florida	$712K	-$101K	4	0.41%	Reduced
2333	LBH Lehman Brothers Holdings New York	$712K	+$311K	2	0.03%	Increased
2334	MCM Moon Capital Management New York	$709K	-$3.76M	1	0.37%	Reduced
2335	GMA Goldstein Munger & Associates San Ramon, California	$696K	+$209K	2	0.27%	Increased
2336	AIS APG Investment Services Dj Heerlen, Netherlands	$682K	$0	1	10.18%	Maintained
2337	MC Menta Capital San Francisco, California	$681K	+$104K	2	0.35%	Increased
2338	HF Hoxton Financial Shepherdstown, West Virginia	$673K	-$229K	6	0.65%	Reduced
2339	GIM Guild Investment Management Los Angeles, California	$671K	-$1.83M	1	0.82%	Reduced
2340	I2I Insight 2811 Inc Chicago, Illinois	$667K	-$297K	1	0.33%	Reduced
2341	FCM Forester Capital Management Lake Forest, Illinois	$662K	-$14.4K	1	0.53%	Reduced
2342	CAM Cubic Asset Management Boston, Massachusetts	$648K	-$51.1K	1	0.21%	Reduced
2343	Peconic Partners New York	$644K	$0	1	0.08%	Maintained
2344	SJL Shayne & Jacobs LLC Nashville, Tennessee	$643K	$0	1	0.58%	Maintained
2345	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$638K	+$85.9K	2	0.13%	Increased
2346	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$630K	-$186K	2	0.59%	Reduced
2347	FIM Friedberg Investment Management Houston, Texas	$623K	+$389K	1	0.27%	Increased
2348	FC Fairpointe Capital Chicago, Illinois	$622K	+$54.4K	1	0.01%	Increased
2349	NCM Newgate Capital Management Greenwich, Connecticut	$621K	-$318K	1	0.11%	Reduced
2350	LG Laidlaw Group Bedford Hills, New York	$615K	-$27.9K	1	0.35%	Reduced