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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
2426	FM Forward Management San Francisco, California	$1.54M	-$421K	3	0.09%	Reduced
2427	FAG Financial Advisory Group Houston, Texas	$1.53M	-$217K	2	0.87%	Reduced
2428	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$1.53M	-$10.3K	1	0.44%	Reduced
2429	SG StepStone Group La Jolla, California	$1.51M	$0	2	1.18%	Maintained
2430	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$1.5M	$0	1	0.19%	Maintained
2431	PGA Portland Global Advisors Portland, Maine	$1.5M	+$205K	3	0.75%	Increased
2432	YMRC Yorktown Management & Research Company Forest, Virginia	$1.49M	-$542K	5	0.28%	Reduced
2433	PA Planning Alternatives Birmingham, Michigan	$1.49M	+$1.36M	1	0.37%	New
2434	TCA Teewinot Capital Advisers New York	$1.47M	-$6.08M	2	0.83%	Reduced
2435	FHB First Hawaiian Bank Honolulu, Hawaii	$1.47M	-$3.16K	2	0.25%	Reduced
2436	MM Midas Management New York	$1.46M	-$1.34M	1	0.94%	Reduced
2437	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.45M	+$322K	3	0.53%	Increased
2438	Plancorp LLC Saint Louis, Missouri	$1.45M	-$1.89M	2	1.31%	Reduced
2439	AW Alpha Windward Westwood, Massachusetts	$1.45M	-$639K	5	0.98%	Reduced
2440	FHC Forest Hill Capital Little Rock, Arkansas	$1.45M	$0	1	0.15%	Maintained
2441	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$1.43M	-$249K	1	0.59%	Reduced
2442	FA FCG Advisors Chatham, New Jersey	$1.41M	-$479K	1	1.07%	Reduced
2443	Hillsdale Investment Management Toronto, Ontario, Canada	$1.41M	-$1.15M	4	0.32%	Reduced
2444	PSC Prentiss Smith & Co Brattleboro, Vermont	$1.41M	-$115K	2	0.71%	Reduced
2445	JCM JD Capital Management Darien, Connecticut	$1.4M	+$1.44M	1	0.16%	New
2446	Empirical Wealth Management Seattle, Washington	$1.4M	+$79.8K	1	0.35%	Increased
2447	BGA Belmont Global Advisors Dallas, Texas	$1.39M	+$1.28M	1	1.01%	New
2448	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.39M	-$129K	2	0.25%	Reduced
2449	EMG Ellington Management Group Old Greenwich, Connecticut	$1.39M	-$3.39M	3	0.65%	Reduced
2450	FMA FNY Managed Accounts New York	$1.38M	+$358K	3	5.1%	Increased