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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
2776	EWM Evermay Wealth Management Arlington, Virginia	$32.8M	-$490K	9	3.37%	Reduced
2777	EWM Elite Wealth Management Kirkland, Washington	$32.7M	-$2.83M	2	9.7%	Reduced
2778	PAM Peninsula Asset Management Bradenton, Florida	$32.7M	+$61.2K	4	15.66%	Increased
2779	DAM Diamant Asset Management Ridgefield, Connecticut	$32.7M	-$8.29M	5	22.23%	Reduced
2780	TWS Thomas W. Smith	$32.6M	-$2.09M	2	28.94%	Reduced
2781	CPL Capital & Planning LLC Jonesboro, Georgia	$32.6M	+$2.01M	4	16.83%	Increased
2782	MAM Morse Asset Management Darien, Connecticut	$32.6M	+$2.16M	7	5.39%	Increased
2783	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$32.6M	+$985K	7	9.27%	Increased
2784	TWM TriaGen Wealth Management Calabasas, California	$32.6M	-$4.47M	4	8.14%	Reduced
2785	CCG Cloverfields Capital Group Minneapolis, Minnesota	$32.5M	+$6.33M	7	9.84%	Increased
2786	RIM Redwood Investment Management Scottsdale, Arizona	$32.5M	+$3.21M	9	3.22%	Increased
2787	NG NWK Group San Francisco, California	$32.5M	+$56.4K	3	10.03%	Increased
2788	GWM Graybill Wealth Management Elmhurst, Illinois	$32.5M	-$263K	4	8.75%	Reduced
2789	ROC Running Oak Capital Edina, Minnesota	$32.5M	-$1.58M	3	5.53%	Reduced
2790	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$32.4M	$0	3	7.65%	Maintained
2791	CD Chapin Davis Baltimore, Maryland	$32.4M	-$4.17M	5	5.71%	Reduced
2792	Rothschild & Co Wealth Management (UK) London, United Kingdom	$32.4M	+$3.9M	1	0.47%	Increased
2793	FWA FSM Wealth Advisors Cleveland, Ohio	$32.4M	+$2.98M	5	3.45%	Increased
2794	Aristeia Capital Greenwich, Connecticut	$32.4M	-$1.17M	4	0.42%	Reduced
2795	NFT Nan Fung Trinity Central, Hong Kong, Hong Kong	$32.4M	+$2.32M	2	3.2%	Increased
2796	HCA Heck Capital Advisors Rhinelander, Wisconsin	$32.4M	+$20.4M	3	1.94%	Increased
2797	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$32.4M	-$2.75M	4	7.21%	Reduced
2798	SBF Sara-Bay Financial Sarasota, Florida	$32.3M	-$349K	4	8.62%	Reduced
2799	MI MMCAP International Grand Cayman, Cayman Islands	$32.3M	+$33.3M	4	2.74%	New
2800	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$32.2M	+$2M	17	2.08%	Increased