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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
2926	AWA Artemis Wealth Advisors New York	$29.6M	-$3.36M	3	3.55%	Reduced
2927	MI Markowski Investments Tampa, Florida	$29.6M	+$29.9M	9	6.51%	New
2928	UB Umpqua Bank Lake Oswego, Oregon	$29.6M	+$1.29M	3	6.63%	Increased
2929	NLP Next Level Private Harrison, New York	$29.5M	-$180K	3	5.79%	Reduced
2930	SRIM Saratoga Research & Investment Management Saratoga, California	$29.5M	-$3.31M	2	1.62%	Reduced
2931	WIM Wittenberg Investment Management Carlisle, Massachusetts	$29.5M	-$26.3M	2	10.09%	Reduced
2932	IECM Intrinsic Edge Capital Management Chicago, Illinois	$29.5M	+$1.26M	3	3.05%	Increased
2933	SWM Sendero Wealth Management San Antonio, Texas	$29.5M	-$3.23M	5	2.93%	Reduced
2934	AAM Auxier Asset Management Aurora, Oregon	$29.5M	-$408K	6	3.96%	Reduced
2935	WJS William John Sempolinski Easton, Massachusetts	$29.5M	-$72.9K	3	11.9%	Reduced
2936	SC Solstein Capital Menlo Park, California	$29.5M	-$2.28M	12	10.09%	Reduced
2937	DC DeDora Capital Napa, California	$29.5M	-$413K	6	6.4%	Reduced
2938	IF Intrua Financial Houston, Texas	$29.5M	-$481K	4	2.7%	Reduced
2939	CCM Carderock Capital Management Chevy Chase, Maryland	$29.5M	+$1.3M	3	6.46%	Increased
2940	BB Burford Brothers Dallas, Texas	$29.4M	-$179K	3	10.81%	Reduced
2941	HWMO Heritage Wealth Management (Ohio) Cincinnati, Ohio	$29.4M	+$8.37M	3	7.34%	Increased
2942	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$29.4M	+$1.29M	4	5.01%	Increased
2943	WRM Weybosset Research & Management Province, Rhode Island	$29.4M	+$272K	3	7.72%	Increased
2944	CWM Chronos Wealth Management Clearwater, Florida	$29.4M	-$396K	2	13.05%	Reduced
2945	WAM WealthCare Asset Management Springfield, Missouri	$29.4M	+$16.7M	4	12.21%	Increased
2946	RCP RIT Capital Partners London, United Kingdom	$29.4M	$0	1	4.74%	Maintained
2947	FIC FCG Investment Company Germantown, Tennessee	$29.4M	+$4.37M	3	10.16%	Increased
2948	AW Alaethes Wealth Glenbrook, Nevada	$29.4M	-$76.2K	5	8.52%	Reduced
2949	PP PDT Partners New York	$29.4M	-$5.89M	11	1.54%	Reduced
2950	WPC White Pine Capital Bloomington, Minnesota	$29.3M	+$503K	6	6.93%	Increased