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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
3301	CIA Cohen Investment Advisors Bedford, New Hampshire	$23.7M	-$299K	3	10.64%	Reduced
3302	CC Capital Counsel New York	$23.7M	-$115K	3	0.93%	Reduced
3303	DAMU Deltroit Asset Management (UK) London,	$23.6M	+$10.4M	2	3.4%	Increased
3304	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$23.6M	+$590K	1	2.24%	Increased
3305	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$23.6M	-$285K	4	7.1%	Reduced
3306	BCP Bluegrass Capital Partners Palm Beach, Florida	$23.6M	-$1.88M	1	15.33%	Reduced
3307	BL BWCP LP Dallas, Texas	$23.6M	-$27M	1	3.37%	Reduced
3308	BM Bridger Management New York	$23.6M	$0	3	15.72%	Maintained
3309	SFC SYM Financial Corp Winona Lake, Indiana	$23.6M	-$1.88M	7	1.9%	Reduced
3310	SI Saxon Interests Houston, Texas	$23.6M	+$169K	3	6.51%	Increased
3311	LD Lipe & Dalton Syracuse, New York	$23.5M	-$473K	3	10.94%	Reduced
3312	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$23.5M	+$825K	4	9.61%	Increased
3313	FDS Freedom Day Solutions Houston, Texas	$23.5M	+$1.75M	4	5.2%	Increased
3314	RFL RD Finance Ltd Limassol, Cyprus	$23.4M	+$2.23M	5	23.15%	Increased
3315	SC Stolper & Co Tulsa, Oklahoma	$23.4M	+$3.59M	3	6.05%	Increased
3316	PBC Pavion Blue Capital Newport Beach, California	$23.4M	+$232K	4	9.43%	Increased
3317	IIL Income Insurance Ltd Singapore,	$23.4M	+$546K	8	13.96%	Increased
3318	DKCM Davidson Kahn Capital Management Sherman Oaks, California	$23.4M	+$965K	7	10.05%	Increased
3319	DWM Ducere Wealth Management Newport Beach, California	$23.4M	+$4.66M	5	7.03%	Increased
3320	SCP Silverleafe Capital Partners Germantown, Tennessee	$23.4M	+$77.6K	4	6.37%	Increased
3321	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$23.4M	+$9.23M	5	3.48%	Increased
3322	IA IFG Advisors St. Louis, Missouri	$23.4M	+$16.6K	4	3.22%	Increased
3323	GECH Garnet Equity Capital Holdings New York	$23.4M	+$200K	1	4.41%	Increased
3324	KWM Koa Wealth Management Encinitas, California	$23.3M	+$152K	4	15.88%	Increased
3325	GFPC Global Financial Private Client Sarasota, Florida	$23.3M	+$772K	4	6.33%	Increased