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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	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$1.01M	-$158K	2	0.61%	Reduced
2802	AEPG American Economic Planning Group Warren, New Jersey	$1.01M	-$105K	2	0.41%	Reduced
2803	LCG Lisanti Capital Growth New York	$1M	-$4.09M	2	1.51%	Reduced
2804	WMG WESCAP Management Group Glendale, California	$1M	-$20.6K	1	0.49%	Reduced
2805	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$1M	+$5.47K	1	0.34%	Increased
2806	WDL Well Done LLC Holland, Michigan	$995K	-$85K	1	0.36%	Reduced
2807	SAM Sequent Asset Management Houston, Texas	$994K	-$7.29K	1	0.66%	Reduced
2808	BWM BerganKDV Wealth Management Bloomington, Minnesota	$986K	-$21.6K	3	0.42%	Reduced
2809	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$983K	-$1.08M	2	0.06%	Reduced
2810	SNN Shen Neil Nanpeng	$977K	-$2.54M	2	14.33%	Reduced
2811	WAMC Western Asset Management Company Pasadena, California	$968K	+$1.09M	1	0.44%	Increased
2812	NAM Nichols Asset Management Sudbury, Massachusetts	$962K	-$213K	2	1.95%	Reduced
2813	CF Corrigan Financial Middletown, Rhode Island	$960K	-$507K	3	1%	Reduced
2814	SG StepStone Group La Jolla, California	$958K	$0	1	1.19%	Maintained
2815	DRD Dennis R. Delaney	$945K	+$74.6K	1	2.02%	Increased
2816	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$938K	+$37.6K	3	0.81%	Increased
2817	EC Eachwin Capital New York	$938K	$0	2	0.89%	Maintained
2818	TFF The Family Firm Bethesda, Maryland	$933K	+$3.88K	1	0.46%	Increased
2819	FHB First Hawaiian Bank Honolulu, Hawaii	$932K	-$8.85K	2	0.16%	Reduced
2820	Jefferies Financial Group New York	$931K	+$1.37M	1	0.11%	New
2821	BPM Bronson Point Management Fairfield, Connecticut	$930K	+$879K	1	0.31%	New
2822	LP LGL Partners Philadelphia, Pennsylvania	$929K	+$685	3	0.5%	Increased
2823	WI Wintrust Investments Chicago, Illinois	$928K	+$3.84M	5	1.83%	New
2824	QAM Quantres Asset Management Cayman, Cayman Islands	$927K	+$909K	3	0.58%	New
2825	CI Cavalier Investments Alpharetta, Georgia	$920K	+$540K	2	0.54%	Increased