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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
2801	AF Arrow Financial Glens Falls, New York	$32.2M	-$457K	4	2.88%	Reduced
2802	Troy Asset Management London, United Kingdom	$32.1M	+$3.17M	1	0.9%	Increased
2803	MFS Mattson Financial Services Kentwood, Michigan	$32.1M	-$1.01M	6	6.73%	Reduced
2804	AIM Aurora Investment Managers Naples, Florida	$32.1M	-$4.62K	4	19.66%	Reduced
2805	BBI Baxter Bros Inc Riverside, Connecticut	$32.1M	+$349K	5	3.72%	Increased
2806	CAG Curtis Advisory Group Santa Barbara, California	$32.1M	-$49.2K	3	6.23%	Reduced
2807	FPB First PREMIER Bank Sioux Falls, South Dakota	$32.1M	-$266K	4	5.19%	Reduced
2808	AFIA America First Investment Advisors Omaha, Nebraska	$32.1M	+$208K	3	5.95%	Increased
2809	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$32.1M	+$1.83M	3	4.52%	Increased
2810	IPW Inlet Private Wealth Jupiter, Florida	$32M	-$2.71M	7	7.78%	Reduced
2811	CCM Consolidated Capital Management Burbank, California	$32M	+$110K	3	8.53%	Increased
2812	AFT Alpha Family Trust Los Angeles, California	$31.9M	-$1.99M	7	12.84%	Reduced
2813	CWA Consilium Wealth Advisory Richardson, Texas	$31.9M	-$575K	4	9.47%	Reduced
2814	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$31.9M	+$263K	2	14.77%	Increased
2815	SC Searle & Co Greenwich, Connecticut	$31.8M	+$927K	4	7.15%	Increased
2816	MCG McCollum Christoferson Group Amherst, New York	$31.8M	-$1.82M	3	9.32%	Reduced
2817	OBGC O'Brien Greene & Co Media, Pennsylvania	$31.8M	-$89.2K	5	8.77%	Reduced
2818	PVM Palogic Value Management Dallas, Texas	$31.7M	+$13.9M	3	10.37%	Increased
2819	GA GSG Advisors Mount Laurel, New Jersey	$31.7M	-$3.16M	4	6.98%	Reduced
2820	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$31.7M	$0	3	8.8%	Maintained
2821	LPU Lansdowne Partners (UK) London, United Kingdom	$31.7M	+$13.8M	1	1.3%	Increased
2822	PCM Punch Card Management Winter Park, Florida	$31.7M	$0	1	12.37%	Maintained
2823	JF JSF Financial Los Angeles, California	$31.6M	-$131K	4	5.01%	Reduced
2824	JAM Jacobs Asset Management New York	$31.6M	-$5.56M	4	19.89%	Reduced
2825	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$31.6M	+$4.45M	3	18%	Increased