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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
2976	LPCM Lynwood Price Capital Management Austin, Texas	$28.8M	-$6.95M	2	13.92%	Reduced
2977	SM Sweeney & Michel Chico, California	$28.8M	+$127K	4	7.57%	Increased
2978	WAM Wernau Asset Management Gloucester, Massachusetts	$28.8M	-$722K	2	14.96%	Reduced
2979	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$28.8M	+$634K	6	3.06%	Increased
2980	AFM Armstrong Fleming & Moore Washington, District of Columbia	$28.8M	-$434K	3	9.53%	Reduced
2981	MVA Mount Vernon Associates Baltimore, Maryland	$28.8M	-$1.14M	3	18.76%	Reduced
2982	DI Diligent Investors Redlands, California	$28.8M	-$11.1K	6	6.41%	Reduced
2983	JHA Jackson Hill Advisors Houston, Texas	$28.8M	+$3.27M	2	14.57%	Increased
2984	AFCM Alta Fox Capital Management Fort Worth, Texas	$28.8M	-$24.1M	1	5.78%	Reduced
2985	RCS R2 Capital Strategies Lincoln, Nebraska	$28.8M	+$29.1M	5	13.03%	New
2986	ACM Avalon Capital Management Port Of Redwood City, California	$28.7M	+$3.09M	2	6.79%	Increased
2987	CRWM Castle Rock Wealth Management Walnut Creek, California	$28.7M	+$76.6K	3	5.64%	Increased
2988	IWS Insight Wealth Strategies San Ramon, California	$28.7M	-$1.02M	4	2.8%	Reduced
2989	SAM Summit Asset Management Memphis, Tennessee	$28.7M	+$143K	4	3.67%	Increased
2990	SWM Scissortail Wealth Management Tulsa, Oklahoma	$28.7M	-$3.37M	3	5.51%	Reduced
2991	B BloombergSen Toronto, Ontario, Canada	$28.6M	-$166K	6	2.14%	Reduced
2992	KWS Keystone Wealth Services Palm Desert, California	$28.6M	+$445K	4	5.32%	Increased
2993	VPP Vertex Planning Partners Downers Grove, Illinois	$28.6M	+$3.29M	2	4.25%	Increased
2994	LJAF Laura & John Arnold Foundation Houston, Texas	$28.6M	$0	1	8.66%	Maintained
2995	C Chescapmanager Baltimore, Maryland	$28.5M	$0	1	2.43%	Maintained
2996	SCM Sitrin Capital Management Century City, California	$28.5M	-$284K	3	12.62%	Reduced
2997	WAC William Allan Corp Fort Collins, Colorado	$28.5M	-$513K	5	13.92%	Reduced
2998	BF bLong Financial Memphis, Tennessee	$28.4M	-$16.9K	3	18.53%	Reduced
2999	APW Allied Private Wealth Boca Raton, Florida	$28.4M	+$26.6M	12	18.2%	New
3000	LIA LBMC Investment Advisors Brentwood, Tennessee	$28.4M	+$218K	5	1.54%	Increased