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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
2676	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$34.8M	-$663K	3	9.37%	Reduced
2677	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$34.8M	-$174K	4	3.95%	Reduced
2678	FI FJ Investments Salt Lake City, Utah	$34.8M	$0	1	1.89%	Maintained
2679	Geneva Capital Management Milwaukee, Wisconsin	$34.8M	-$2.27M	3	0.8%	Reduced
2680	OC Oarsman Capital Milwaukee, Wisconsin	$34.8M	+$1.48M	6	3.68%	Increased
2681	CCM Coerente Capital Management Toronto, Ontario, Canada	$34.8M	+$115K	3	6.4%	Increased
2682	WIC Wilkins Investment Counsel Boston, Massachusetts	$34.7M	+$1.28M	5	4.68%	Increased
2683	EIP Ellis Investment Partners Berwyn, Pennsylvania	$34.7M	-$796K	3	5.26%	Reduced
2684	WCM Whitefort Capital Management New York	$34.6M	$0	1	8.54%	Maintained
2685	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$34.6M	-$562K	4	4.11%	Reduced
2686	WP WealthShield Partners Cary, North Carolina	$34.6M	-$12.6M	5	5.29%	Reduced
2687	AHT Amanah Holdings Trust London,	$34.6M	-$25.9M	2	2.03%	Reduced
2688	KWM Kingsman Wealth Management Pensacola, Florida	$34.6M	+$1.17M	3	16.18%	Increased
2689	CPC Congress Park Capital Saratoga Springs, New York	$34.5M	+$996K	6	9.33%	Increased
2690	RAS RPS Advisory Solutions Louisville, Kentucky	$34.5M	-$483K	2	22.82%	Reduced
2691	AA Altrafin AG Zurich,	$34.5M	-$13.8M	5	13.51%	Reduced
2692	Anchor Capital Advisors Boston, Massachusetts	$34.4M	+$11.9M	3	0.97%	Increased
2693	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$34.4M	+$19.2M	7	2.9%	Increased
2694	PPG Peak Planning Group Centennial, Colorado	$34.4M	-$343K	3	7.76%	Reduced
2695	DI Deeter Investments Austin, Texas	$34.4M	-$43.8M	4	4.77%	Reduced
2696	TC Triavera Capital Larkspur, California	$34.4M	+$3.83M	2	18.69%	Increased
2697	BCG Breakwater Capital Group Paramus, New Jersey	$34.3M	-$1.33M	6	4.12%	Reduced
2698	GPWM Grant Private Wealth Management Pleasanton, California	$34.3M	+$4.12M	6	14.47%	Increased
2699	RMC Ring Mountain Capital Tiburon, California	$34.3M	+$1.71M	5	14.39%	Increased
2700	BB Berkshire Bank Pittsfield, Massachusetts	$34.3M	-$1.21M	5	6.54%	Reduced