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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
2551	CA Claar Advisors New York	$38.3M	-$34K	3	12.34%	Reduced
2552	CCM Cohen Capital Management Corte Madera, California	$38.3M	+$5.43M	7	5.21%	Increased
2553	Readystate Asset Management Chicago, Illinois	$38.3M	-$4.03M	7	1.31%	Reduced
2554	MW MBL Wealth Charlotte, North Carolina	$38.2M	-$1.44M	6	2.61%	Reduced
2555	LBW Landesbank Baden-Wuerttemberg Stuttgart Baden-Wuerttemberg, Germany	$38.2M	-$220M	1	14.21%	Reduced
2556	VCM Versant Capital Management Phoenix, Arizona	$38.2M	-$794K	61	3.42%	Reduced
2557	CMP Coston McIsaac & Partners Bar Harbor, Maine	$38.1M	+$1.28M	9	7.67%	Increased
2558	CA COFG Advisors Oak Brook, Illinois	$38.1M	+$8.71M	4	6.58%	Increased
2559	VF Virtu Financial New York	$38.1M	+$16M	40	1.2%	Increased
2560	CGH Contrarius Group Holdings Hamilton, Bermuda	$38M	+$6.68M	1	1.75%	Increased
2561	FG Franchise GP Grand Cayman,	$38M	$0	2	17.67%	Maintained
2562	NA Navellier & Associates Reno, Nevada	$38M	-$1.81M	6	3.01%	Reduced
2563	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$38M	-$899K	34	1.89%	Reduced
2564	ISWM Independent Solutions Wealth Management Williamsville, New York	$38M	-$2.19M	5	4.95%	Reduced
2565	SAM Strategy Asset Managers Pasadena, California	$37.9M	-$705K	5	5.66%	Reduced
2566	AAG Armstrong Advisory Group Needham, Massachusetts	$37.9M	-$1.75M	17	2.31%	Reduced
2567	SCM Spring Capital Management Amarillo, Texas	$37.9M	-$520K	4	18.44%	Reduced
2568	LCM Legato Capital Management San Francisco, California	$37.8M	-$9.22M	13	3.14%	Reduced
2569	AGC Aspen Grove Capital Avon, Colorado	$37.8M	+$433K	6	5.44%	Increased
2570	IRAG Investment Research & Advisory Group Atlanta, Georgia	$37.8M	-$33.7K	9	11.66%	Reduced
2571	YWM Yukon Wealth Management Overland Park, Kansas	$37.7M	+$34.1M	3	10.8%	Increased
2572	BFW Brady Family Wealth Saint Louis, Missouri	$37.7M	-$1.25M	4	10.88%	Reduced
2573	BONH Bank of New Hampshire Laconia, New Hampshire	$37.7M	-$681K	9	7.86%	Reduced
2574	CWP Concord Wealth Partners Abingdon, Virginia	$37.7M	+$42.7K	15	4.31%	Increased
2575	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$37.6M	-$13.1M	2	4.33%	Reduced