← All themes

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
2651	CC Chanos & Company New York	$3.4M	+$454K	1	0.96%	Increased
2652	PGA Portland Global Advisors Portland, Maine	$3.37M	+$202K	3	1.29%	Increased
2653	CF CNA Financial Chicago, Illinois	$3.37M	$0	3	0.85%	Maintained
2654	WOC West Oak Capital Westlake Village, California	$3.36M	-$103K	5	2%	Reduced
2655	PI Pettee Investors Rowayton, Connecticut	$3.36M	+$237K	3	2.17%	Increased
2656	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3.35M	-$137K	11	1.66%	Reduced
2657	BOS Bank of Stockton Stockton, California	$3.35M	+$174K	2	1.53%	Increased
2658	DI DUMAC Inc Durham, North Carolina	$3.34M	-$4.37M	8	3.54%	Reduced
2659	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$3.34M	-$15.7K	2	1.9%	Reduced
2660	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$3.32M	$0	2	0.58%	Maintained
2661	KCM Karp Capital Management Sausalito, California	$3.32M	+$2.74M	3	1.54%	Increased
2662	Simon Quick Advisors Morristown, New Jersey	$3.32M	+$2.05M	9	1.2%	Increased
2663	TBNY Trustco Bank (New York) Albany, New York	$3.31M	-$19.8K	3	3.21%	Reduced
2664	BT Brandywine Trust Hockessin, Delaware	$3.31M	+$3.41M	3	2.96%	New
2665	SG StoneX Group New York	$3.3M	-$8.41M	3	4.12%	Reduced
2666	WPA West Paces Advisors Atlanta, Georgia	$3.3M	-$64.5K	6	2.49%	Reduced
2667	SLF Sun Life Financial Toronto, Ontario, Canada	$3.29M	-$161K	6	0.33%	Reduced
2668	KI Koch Industries Wichita, Kansas	$3.29M	-$754K	7	0.78%	Reduced
2669	CCP Corient Capital Partners Newport Beach, California	$3.28M	-$7.78M	4	0.62%	Reduced
2670	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$3.28M	+$79.2K	3	1.95%	Increased
2671	SCP Syntal Capital Partners Midland, Texas	$3.27M	+$509K	5	2.35%	Increased
2672	HCM Hengehold Capital Management Cincinnati, Ohio	$3.27M	+$70.3K	3	0.87%	Increased
2673	BWM BerganKDV Wealth Management Bloomington, Minnesota	$3.26M	+$763K	3	0.82%	Increased
2674	Moneta Group Investment Advisors St Louis, Missouri	$3.26M	-$2.49M	2	0.51%	Reduced
2675	Pure Financial Advisors San Diego, California	$3.25M	-$48.6K	2	0.84%	Reduced