← All themes

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
2901	RMP Richards, Merrill & Peterson Spokane, Washington	$30.2M	+$2.1M	5	9.59%	Increased
2902	SP SmartHarvest Portfolios Poulsbo, Washington	$30.2M	+$3.05M	13	9.76%	Increased
2903	RRA Round Rock Advisors Wilton, Connecticut	$30.2M	-$142K	8	3.89%	Reduced
2904	CCG Chatham Capital Group Savannah, Georgia	$30.2M	-$305K	5	3.85%	Reduced
2905	ACB Aristotle Capital Boston Boston, Massachusetts	$30.2M	-$5.24M	2	2.02%	Reduced
2906	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$30.1M	-$78.3K	12	8%	Reduced
2907	STAS Strong Tower Advisory Services Minneapolis, Minnesota	$30.1M	-$7.7M	3	5.4%	Reduced
2908	TPWA Twin Peaks Wealth Advisors Burlingame, California	$30.1M	-$1.25M	6	6.81%	Reduced
2909	RWP Revolve Wealth Partners Hackensack, New Jersey	$30.1M	+$2.77M	7	3.12%	Increased
2910	RFA Resurgent Financial Advisors Atlanta, Georgia	$30M	+$6.09M	6	8.36%	Increased
2911	MIC Meridian Investment Counsel Lafayette, California	$30M	-$379K	4	6.44%	Reduced
2912	General Atlantic New York	$29.9M	$0	2	1.03%	Maintained
2913	NG Novem Group Rochester, New York	$29.9M	+$456K	6	3.03%	Increased
2914	ACM Atika Capital Management New York	$29.9M	+$5.73M	4	1.96%	Increased
2915	COI Connable Office Inc Kalamazoo, Michigan	$29.8M	+$2.45M	6	2.63%	Increased
2916	Cookson Peirce & Co Pittsburgh, Pennsylvania	$29.8M	+$17.9M	7	0.98%	Increased
2917	ANB Amarillo National Bank Amarillo, Texas	$29.8M	+$518K	3	4.78%	Increased
2918	HVP Hudson Value Partners Palm Beach, Florida	$29.8M	-$472K	5	7.48%	Reduced
2919	LAM Lewis Asset Management Lafayette, California	$29.8M	-$1.07M	5	10.43%	Reduced
2920	ATC Adirondack Trust Company Saratoga Springs, New York	$29.8M	-$594K	13	8.87%	Reduced
2921	CP Canopy Partners Cincinnati, Ohio	$29.7M	-$545K	8	8.95%	Reduced
2922	PWM Paulson Wealth Management Wheaton, Illinois	$29.7M	+$60.4K	4	6.3%	Increased
2923	CVM Cheviot Value Management Beverly Hills, California	$29.7M	+$245K	7	3.02%	Increased
2924	WCM Westend Capital Management Sausalito, California	$29.7M	+$1.43M	4	6.79%	Increased
2925	SIM Seilern Investment Management London, United Kingdom	$29.7M	+$31.8M	1	3.74%	Increased