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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
2526	SLG Stanley-Laman Group Berwyn, Pennsylvania	$39.1M	-$5.57M	5	3.97%	Reduced
2527	NPPM North Point Portfolio Managers Orange Village, Ohio	$39.1M	-$1.13M	4	6.44%	Reduced
2528	AW Alteri Wealth Westlake Village, California	$39M	+$1.39M	3	10.76%	Increased
2529	BRM Boston Research & Management Manchester, Massachusetts	$38.9M	-$517K	4	8.6%	Reduced
2530	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$38.9M	-$559K	3	7.91%	Reduced
2531	AC AXQ Capital Jersey City, New Jersey	$38.9M	+$15.6M	33	4.23%	Increased
2532	ISB Iowa State Bank Urbandale, Iowa	$38.9M	-$451K	4	6.5%	Reduced
2533	SOW State of Wyoming Cheyenne, Wyoming	$38.9M	-$6.75M	46	3.93%	Reduced
2534	GMA Glassy Mountain Advisors Bethesda, Maryland	$38.8M	-$892K	3	10.61%	Reduced
2535	SSA South Street Advisors New York	$38.8M	-$2.12M	2	5.05%	Reduced
2536	MAM Monaco Asset Management Monaco	$38.8M	+$40.9M	2	3.08%	Increased
2537	CIAM Caitong International Asset Management Hong Kong	$38.8M	+$26.6M	103	5.32%	Increased
2538	ERIC Eagle Rock Investment Company Atlanta, Georgia	$38.7M	+$3.11M	5	4.79%	Increased
2539	MM Monolith Management Hong Kong	$38.7M	-$20.1M	4	17.48%	Reduced
2540	TAM Tabor Asset Management New York	$38.7M	-$12M	4	11.81%	Reduced
2541	PI Pennant Investors Summit, New Jersey	$38.6M	+$11.3M	1	11.53%	Increased
2542	MC Mirabaud & Cie Geneva, Switzerland	$38.6M	-$6.58M	4	15.47%	Reduced
2543	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$38.5M	-$921K	2	6.13%	Reduced
2544	NFG Nadler Financial Group Deerfield, Illinois	$38.5M	-$717K	4	3.26%	Reduced
2545	PWMG Prestige Wealth Management Group Flemington, New Jersey	$38.5M	+$1.11M	17	6.98%	Increased
2546	HC Hourglass Capital Houston, Texas	$38.5M	+$1.45M	5	7.57%	Increased
2547	ACM Accent Capital Management Centerville, Ohio	$38.4M	-$6.58M	11	16.6%	Reduced
2548	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$38.4M	-$286K	5	15.12%	Reduced
2549	KBG Kahn Brothers Group New York	$38.4M	+$24.5M	3	6.07%	Increased
2550	AWM Activest Wealth Management Aventure, Florida	$38.3M	-$16.8M	28	7.4%	Reduced