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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
2701	HAM Harmony Asset Management Scottsdale, Arizona	$34.3M	-$1.52M	4	9.2%	Reduced
2702	AIA AIMZ Investment Advisors Los Altos, California	$34.3M	-$320K	5	9.43%	Reduced
2703	AGC Alden Global Capital Brandon, Florida	$34.2M	+$6M	3	12.56%	Increased
2704	MWA Monograph Wealth Advisors Manhattan Beach, California	$34.2M	-$9.81M	2	2.81%	Reduced
2705	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$34.2M	+$95.7K	6	4.18%	Increased
2706	VV Verbena Value Westport, Connecticut	$34.1M	+$35.9M	1	5.64%	New
2707	DRD Dennis R. Delaney	$34.1M	-$1.06M	4	10.87%	Reduced
2708	EWA Evolution Wealth Advisors Aventura, Florida	$34.1M	-$260M	6	3.99%	Reduced
2709	3IP 3Chopt Investment Partners Richmond, Virginia	$34.1M	+$2.94M	5	6.41%	Increased
2710	TCPG Trivant Custom Portfolio Group San Diego, California	$34.1M	-$2.36M	7	18.14%	Reduced
2711	SWM SHP Wealth Management Plymouth, Massachusetts	$34M	+$2.93M	31	2.34%	Increased
2712	TC Tsai Capital New York	$34M	+$2.06M	3	25.13%	Increased
2713	UWM Udine Wealth Management Boca Raton, Florida	$34M	-$2.59M	4	13.99%	Reduced
2714	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$33.9M	+$32.5M	1	0.22%	Increased
2715	MWM Maridea Wealth Management Brooklyn, New York	$33.9M	+$8.86M	10	3.67%	Increased
2716	PAM Pegasus Asset Management Montebello, New York	$33.9M	-$132K	3	9.65%	Reduced
2717	FPCP Fort Point Capital Partners San Francisco, California	$33.9M	+$5.11M	5	2.35%	Increased
2718	NP Ninepoint Partners Toronto, Ontario, Canada	$33.9M	+$7.64M	4	2.58%	Increased
2719	HH HWG Holdings Houston, Texas	$33.9M	+$23.6M	2	7.66%	Increased
2720	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$33.8M	+$9.44M	29	1.77%	Increased
2721	TIC TriCert Investment Counsel Waterloo,	$33.8M	+$35.2M	3	3.15%	New
2722	SC Sylebra Capital Palo Alto, California	$33.8M	-$31.4M	3	3.58%	Reduced
2723	BFA Bill Few Associates Pittsburgh, Pennsylvania	$33.8M	-$279K	4	7.19%	Reduced
2724	FA Faithward Advisors Lancaster, Pennsylvania	$33.8M	+$4.75M	6	4.12%	Increased
2725	WA Waddell & Associates Memphis, Tennessee	$33.7M	+$3.07M	10	1.67%	Increased