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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
3026	AFA Arlington Financial Advisors Santa Barbara, California	$28M	-$143K	2	3.55%	Reduced
3027	ACM Arrow Capital Management New York	$28M	+$828K	2	15.49%	Increased
3028	AW Atlas Wealth Cincinnati, Ohio	$27.9M	-$453K	3	3.98%	Reduced
3029	AA Altman Advisors Chicago, Illinois	$27.9M	-$850K	6	10.01%	Reduced
3030	WC Westwind Capital Las Cruces, New Mexico	$27.8M	-$10.2M	3	6.6%	Reduced
3031	HP Hound Partners New York	$27.8M	-$39.8M	2	3.23%	Reduced
3032	PW Potentia Wealth San Jose, California	$27.8M	-$7.17M	3	11.39%	Reduced
3033	CGA Crescent Grove Advisors Lake Forest, Illinois	$27.8M	+$52.7K	6	2.32%	Increased
3034	VC Vicus Capital State College, Pennsylvania	$27.8M	-$436K	3	1.79%	Reduced
3035	Wedge Capital Management Charlotte, North Carolina	$27.8M	-$960K	6	0.46%	Reduced
3036	One Capital Management Westlake Village, California	$27.7M	$0	5	0.77%	Maintained
3037	CB CNB Bank Clearfield, Pennsylvania	$27.7M	-$1.53M	8	10.8%	Reduced
3038	AIP Alapocas Investment Partners Beverly, Massachusetts	$27.6M	-$10.9M	3	26.97%	Reduced
3039	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$27.6M	-$348K	10	9.19%	Reduced
3040	ORC O'Rourke & Company Boston, Massachusetts	$27.6M	-$185K	3	9.63%	Reduced
3041	ST Sentinel Trust Houston, Texas	$27.6M	-$423K	3	2.44%	Reduced
3042	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$27.6M	+$4.88M	4	7.25%	Increased
3043	DA Dover Advisors Richmond, Virginia	$27.6M	+$2.63M	4	11.28%	Increased
3044	ECM EMC Capital Management Houston, Texas	$27.5M	+$27.4M	6	10.86%	New
3045	CCP Cane Capital Partners Saint Francisville, Louisiana	$27.5M	-$4.68M	5	10.86%	Reduced
3046	PGDP Pragma Gestao de Patrimonio Sao Paulo, Brazil	$27.5M	+$3.61M	2	21.7%	Increased
3047	EA Everpar Advisors Tulsa, Oklahoma	$27.4M	+$115K	10	7.81%	Increased
3048	TBT Texas Bank & Trust Longview, Texas	$27.4M	-$231K	4	8.99%	Reduced
3049	LLL Lynrock Lake LP Rye Brook, New York	$27.4M	$0	1	1.73%	Maintained
3050	ACM Archon Capital Management Seattle, Washington	$27.4M	+$4.94M	5	11.13%	Increased