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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
2351	CP Cinque Partners Los Angeles, California	$2.19M	-$3.63M	1	1.16%	Reduced
2352	PAM Peninsula Asset Management Bradenton, Florida	$2.16M	+$12.3K	1	1.81%	Increased
2353	HCM Highlander Capital Management Short Hills, New Jersey	$2.16M	+$111K	9	2.03%	Increased
2354	NERM New England Research & Management Chicago, Illinois	$2.15M	+$1.4M	4	1.88%	Increased
2355	Welch Group Birmingham, Alabama	$2.15M	+$78.1K	3	0.44%	Increased
2356	ACM Argonaut Capital Management New York	$2.15M	$0	1	2.91%	Maintained
2357	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$2.14M	$0	1	1.31%	Maintained
2358	FA FCG Advisors Chatham, New Jersey	$2.14M	-$22.2K	1	1.41%	Reduced
2359	BOS Bank of Stockton Stockton, California	$2.13M	-$18.6K	2	1.26%	Reduced
2360	OA Outfitter Advisors Mclean, Virginia	$2.13M	-$77.6K	1	0.83%	Reduced
2361	ST Spinnaker Trust Portland, Maine	$2.12M	+$302K	2	0.34%	Increased
2362	LCP Longhorn Capital Partners Dallas, Texas	$2.12M	-$485K	1	0.88%	Reduced
2363	GIM Greylin Investment Management Orange, Virginia	$2.11M	+$5.15K	1	0.5%	Increased
2364	IMAS ID Management A/S Randers, Denmark	$2.11M	+$2.05M	1	0.98%	New
2365	SWM Segment Wealth Management Houston, Texas	$2.1M	+$317K	2	0.8%	Increased
2366	SCM Siphron Capital Management Beverly Hills, California	$2.09M	-$297K	2	7.02%	Reduced
2367	IFS Ifrah Financial Services Little Rock, Arkansas	$2.08M	+$52.8K	2	0.8%	Increased
2368	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.08M	-$30.7K	2	3.44%	Reduced
2369	DCM Dynamic Capital Management St. Helier, Jersey	$2.08M	-$1.81M	2	0.53%	Reduced
2370	AP AlpInvest Partners Amsterdam, Netherlands	$2.06M	+$1.25M	2	6.43%	Increased
2371	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$2.06M	-$102K	2	2.23%	Reduced
2372	ECM Estabrook Capital Management New York	$2.05M	+$40.1K	5	0.22%	Increased
2373	CFA Cahill Financial Advisors Edina, Minnesota	$2.05M	+$24.5K	2	1.64%	Increased
2374	QIM Quantitative Investment Management Charlottesville, Virginia	$2.04M	-$71.6M	3	0.39%	Reduced
2375	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$2.03M	$0	2	1.41%	Maintained