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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
2601	KC KCM Capital Shawnee, Kansas	$36.9M	$0	1	5.98%	Maintained
2602	FNB Farmers National Bank Danville, Kentucky	$36.9M	-$670K	4	7.7%	Reduced
2603	MCM Monarch Capital Management Fort Wayne, Indiana	$36.9M	-$642K	6	8.45%	Reduced
2604	NC Nixon Capital Austin, Texas	$36.9M	-$271K	2	11.6%	Reduced
2605	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$36.8M	+$147K	6	8.99%	Increased
2606	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$36.8M	+$204K	6	3.31%	Increased
2607	ECM Estuary Capital Management Wayzata, Minnesota	$36.7M	+$18.1M	1	6.23%	Increased
2608	DFA Delta Financial Advisors New Orleans, Louisiana	$36.7M	-$421K	3	8.72%	Reduced
2609	VP Vitruvian Partners London, United Kingdom	$36.7M	-$4.75M	3	18.27%	Reduced
2610	KAM Knightsbridge Asset Management Newport Beach, California	$36.7M	+$153K	6	4.82%	Increased
2611	AMG Asset Management Group Stamford, Connecticut	$36.7M	-$1.2M	3	5.37%	Reduced
2612	WA Wilmar Advisors Juno Beach, Florida	$36.6M	-$502K	2	26.53%	Reduced
2613	DP Dundas Partners Edinburgh, United Kingdom	$36.6M	-$1.56M	2	2.65%	Reduced
2614	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$36.5M	+$6.01M	10	6.87%	Increased
2615	GCGM General Catalyst Group Management Cambridge, Massachusetts	$36.5M	+$1.58M	5	19.35%	Increased
2616	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$36.5M	-$482K	3	16.87%	Reduced
2617	LI LRI Investments Palm Beach Gardens, Florida	$36.4M	+$750K	37	2.93%	Increased
2618	SAM Secure Asset Management Troy, Michigan	$36.4M	+$945K	5	5.1%	Increased
2619	AC Athos Capital Hong Kong	$36.3M	-$24.2M	2	12.89%	Reduced
2620	ECM Empirical Capital Management Hendersonville, Tennessee	$36.3M	$0	2	9.93%	Maintained
2621	AI Atom Investors Austin, Texas	$36.3M	-$15.7M	26	3.23%	Reduced
2622	MCM Maytus Capital Management New York	$36.3M	-$3.95M	6	5.71%	Reduced
2623	BAM Bosun Asset Management Chicago, Illinois	$36.3M	-$13M	3	18.58%	Reduced
2624	Members Trust Tampa, Florida	$36.3M	-$401K	3	1.13%	Reduced
2625	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$36.2M	+$1.23M	11	5.44%	Increased