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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
2376	BP BBR Partners New York	$493K	+$10.2K	1	0.1%	Increased
2377	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$492K	+$14.4K	2	0.25%	Increased
2378	NCA NCM Capital Advisers Durham, North Carolina	$483K	-$684K	1	0.54%	Reduced
2379	SCP Sandhill Capital Partners Buffalo, New York	$481K	$0	1	0.22%	Maintained
2380	FA Financial Advantage Columbia, Maryland	$477K	+$22.7K	5	0.41%	Increased
2381	UM Ulysses Management New York	$476K	$0	1	0.06%	Maintained
2382	TM TigerShark Management New York	$475K	+$572K	1	0.35%	New
2383	TMNFIC Tokio Marine & Nichido Fire Insurance Company Tokyo, Japan	$475K	+$422K	1	0.34%	New
2384	SAM Strategy Asset Managers Pasadena, California	$472K	-$2.76M	2	0.11%	Reduced
2385	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$470K	$0	1	0.46%	Maintained
2386	LC Lubar & Co Milwaukee, Wisconsin	$468K	+$177K	1	0.44%	Increased
2387	SCM SAB Capital Management New York	$466K	$0	1	0.06%	Maintained
2388	RIM Ranger Investment Management Dallas, Texas	$464K	-$130K	1	0.02%	Reduced
2389	Caxton Associates (New York) New York	$461K	-$14.8M	1	0.02%	Reduced
2390	KFA Kelleher Financial Advisors New York	$460K	+$241K	2	0.26%	Increased
2391	OAM Orinda Asset Management Lafayette, California	$455K	+$380K	3	1.43%	New
2392	TSS Thomas Story & Son Culver, Indiana	$453K	$0	1	0.28%	Maintained
2393	AMG National Trust Bank Greenwood Village, Colorado	$445K	+$928	2	0.06%	Increased
2394	SG Somerset Group Wayzata, Minnesota	$441K	-$1.63M	1	0.33%	Reduced
2395	HCA Horan Capital Advisors Cincinnati, Ohio	$427K	+$94.7K	1	0.51%	Increased
2396	AWM Affinity Wealth Management Wilmington, Delaware	$423K	+$5.57K	1	0.18%	Increased
2397	Hershey Trust Company Hershey, Pennsylvania	$417K	-$5.3M	1	0.01%	Reduced
2398	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$414K	-$32.9K	1	0.29%	Reduced
2399	CCM Courage Capital Management Nashville, Tennessee	$410K	$0	1	0.19%	Maintained
2400	TCM TD Capital Management Memphis, Tennessee	$409K	-$41.7K	5	0.09%	Reduced