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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
2401	BE Bonness Enterprises Washington, District of Columbia	$3.3M	$0	2	2.77%	Maintained
2402	Miller Investment Management West Conshohocken, Pennsylvania	$3.29M	-$772K	3	1.27%	Reduced
2403	QCM Quadrant Capital Management Fairfield, New Jersey	$3.29M	-$35K	1	2.77%	Reduced
2404	Nicolet Bankshares Green Bay, Wisconsin	$3.29M	+$269K	3	2.15%	Increased
2405	MCM McRae Capital Management Morristown, New Jersey	$3.28M	+$101K	2	1.52%	Increased
2406	Oarsman Capital Milwaukee, Wisconsin	$3.28M	-$29K	3	1.7%	Reduced
2407	CP Corbenic Partners Bethlehem, Pennsylvania	$3.26M	+$205K	5	3.34%	Increased
2408	BTG Pactual Global Asset Management Hamilton, Bermuda	$3.26M	+$1.81M	1	3.51%	Increased
2409	Nations Financial Group Cedar Rapids, Iowa	$3.25M	+$334K	3	3.41%	Increased
2410	SC Scholtz & Company Stamford, Connecticut	$3.25M	+$70.4K	1	3.35%	Increased
2411	AAC Asset Advisors Corp Augusta, Georgia	$3.24M	+$595K	3	0.67%	Increased
2412	Simplicity Solutions Minneapolis, Minnesota	$3.24M	+$574K	5	1.74%	Increased
2413	SMH Sanders Morris Harris Houston, Texas	$3.24M	-$7.77M	2	0.75%	Reduced
2414	BAM Boyar Asset Management New York	$3.24M	-$27.6K	3	2.57%	Reduced
2415	FO FT Options Chicago, Illinois	$3.23M	+$2.94M	3	2.78%	Increased
2416	FSA Financial Sense Advisors San Diego, California	$3.22M	+$2.42M	2	1.81%	Increased
2417	BA Bennicas & Associates Portola Valley, California	$3.21M	-$7.68K	4	2.88%	Reduced
2418	Lincluden Management Mississauga, Ontario, Canada	$3.2M	+$64.8K	1	0.53%	Increased
2419	FPCM Fox Point Capital Management New York	$3.2M	+$2.99M	2	7.59%	New
2420	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$3.18M	-$106K	4	3.35%	Reduced
2421	FC Fairpointe Capital Chicago, Illinois	$3.17M	+$85K	3	0.07%	Increased
2422	OWIM Old West Investment Management Los Angeles, California	$3.16M	-$825	3	2.31%	Reduced
2423	Canal Capital Management Richmond, Virginia	$3.16M	-$82.6K	2	3.33%	Reduced
2424	Silicon Valley Capital Partners San Jose, California	$3.16M	+$6.06K	2	2.43%	Increased
2425	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$3.15M	-$308K	2	3.29%	Reduced