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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
3051	V VeraBank Henderson, Texas	$27.3M	-$881K	4	4.51%	Reduced
3052	AAA Adams Asset Advisors Dallas, Texas	$27.3M	+$386K	2	3.09%	Increased
3053	CM Columbus Macro New Castle, Pennsylvania	$27.3M	+$487K	4	2.65%	Increased
3054	KAM Kazazian Asset Management Fort Lauderdale, Florida	$27.3M	+$2.3M	6	24.5%	Increased
3055	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$27.2M	-$265K	4	3.94%	Reduced
3056	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$27.2M	+$1.21M	1	7.44%	Increased
3057	TCP TMB Capital Partners Little Rock, Arkansas	$27.2M	-$519K	3	8.49%	Reduced
3058	PPW Pasadena Private Wealth Pasadena, California	$27.2M	+$446K	6	3.46%	Increased
3059	TW Titan Wealth St Peter Port,	$27.2M	-$4.58M	4	10.1%	Reduced
3060	ZCP Z3 Capital Partners Richmond, Virginia	$27.2M	+$1.17M	5	5.7%	Increased
3061	HPC Hill Path Capital New York	$27.1M	$0	1	1.42%	Maintained
3062	CFA Cahill Financial Advisors Edina, Minnesota	$27.1M	-$460K	4	2.6%	Reduced
3063	BFG Beacon Financial Group Dallas, Texas	$27.1M	+$1.09M	5	2.46%	Increased
3064	SFS Searcy Financial Services Overland Park, Kansas	$27M	-$519K	3	9.06%	Reduced
3065	SI Seeds Investor New York	$27M	+$3.97M	8	2.78%	Increased
3066	WOCP White Oak Capital Partners Singapore	$27M	+$9.34M	3	6.35%	Increased
3067	HC Hendley & Co Zanesville, Ohio	$27M	+$169K	2	9.54%	Increased
3068	MP MSD Partners New York	$27M	$0	1	35.12%	Maintained
3069	ECAM East Coast Asset Management Essex, Massachusetts	$26.9M	+$1.38M	3	7.96%	Increased
3070	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$26.9M	+$1.45M	4	8.84%	Increased
3071	UHC Union Heritage Capital Bloomfield Hills, Michigan	$26.9M	-$625K	3	9.13%	Reduced
3072	TP TenCore Partners New York	$26.9M	+$7.62M	3	20.98%	Increased
3073	BCM Brasada Capital Management Houston, Texas	$26.9M	-$1.18M	4	4.82%	Reduced
3074	BFPW BOK Financial Private Wealth Denver, Colorado	$26.9M	-$2.01M	14	1.38%	Reduced
3075	RWM Revisor Wealth Management Akron, Ohio	$26.9M	+$378K	8	6.46%	Increased