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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
3401	PA Planning Alternatives Birmingham, Michigan	$22.3M	+$828K	3	2.39%	Increased
3402	AF AGP Franklin Franklin, Tennessee	$22.3M	+$35.5K	3	9.65%	Increased
3403	SBI Okasan Asset Management Tokyo, Japan	$22.3M	+$534K	6	0.73%	Increased
3404	KCM KRS Capital Management Bloomfield, Michigan	$22.2M	-$82.6K	5	10.35%	Reduced
3405	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$22.2M	-$5.39M	1	14.44%	Reduced
3406	DOA D'Orazio & Associates Falls Church, Virginia	$22.2M	+$1.02M	7	2.57%	Increased
3407	LGA Lebenthal Global Advisors Hauppauge, New York	$22.2M	+$311K	5	2.99%	Increased
3408	DRC Darwins River Capital New York	$22.2M	-$12.4M	2	12.16%	Reduced
3409	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$22.2M	-$320K	16	6.25%	Reduced
3410	PCA Purkiss Capital Advisors Ridgefield, Connecticut	$22.1M	+$513K	4	8.42%	Increased
3411	FWP Flatrock Wealth Partners Newport Beach, California	$22.1M	-$195K	5	8.68%	Reduced
3412	BAM Bellevue Asset Management Bellevue, Washington	$22.1M	-$1.38M	10	10.19%	Reduced
3413	SI Schusterman Interests Tulsa, Oklahoma	$22.1M	$0	1	5.76%	Maintained
3414	SLC Second Line Capital Metairie, Louisiana	$22.1M	+$976K	6	4.11%	Increased
3415	NWM Northcape Wealth Management Williamsville, New York	$22.1M	-$24.2K	4	5.79%	Reduced
3416	AGA Accuvest Global Advisors Provo, Utah	$22M	-$7.23M	7	18.97%	Reduced
3417	FPL Fortress Private Ledger Raleigh, North Carolina	$22M	-$259K	5	6%	Reduced
3418	SFG Snider Financial Group Bellevue, Washington	$22M	-$1.92M	3	5.61%	Reduced
3419	LWM LongView Wealth Management Atlanta, Georgia	$22M	-$1.06M	4	5.65%	Reduced
3420	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$22M	+$491K	3	8.82%	Increased
3421	Granahan Investment Management Waltham, Massachusetts	$22M	-$3.77M	1	0.78%	Reduced
3422	TA Tiptree Advisors New York	$22M	-$5.58M	2	13.59%	Reduced
3423	SH SeaTown Holdings Singapore	$22M	+$2.42M	2	13.22%	Increased
3424	HIM Herald Investment Management London, United Kingdom	$22M	+$1.66M	3	2.98%	Increased
3425	MCM Morton Capital Management Calabasas, California	$22M	+$102K	4	3.01%	Increased