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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
3501	VCM Viewpoint Capital Management Seattle, Washington	$21M	-$13.4M	3	10.71%	Reduced
3502	VU Vanderbilt University Nashville, Tennessee	$21M	+$13.5M	3	2.89%	Increased
3503	ACA Arsenal Capital Advisors Conshohocken, Pennsylvania	$21M	+$374K	3	12.4%	Increased
3504	LCM LCM Capital Management Chicago, Illinois	$21M	+$244K	4	9.13%	Increased
3505	NA N10 Assets Greenwich, Connecticut	$21M	+$21.9M	3	9.08%	New
3506	PLC Pillsbury Lake Capital San Francisco, California	$21M	+$8.08M	2	5.73%	Increased
3507	1WM 1900 Wealth Management San Antonio, Texas	$21M	+$1.07M	4	1.17%	Increased
3508	VRM Vectors Research Management New York	$21M	-$98.2K	4	5.48%	Reduced
3509	AWM Affinity Wealth Management Wilmington, Delaware	$20.9M	+$311K	3	2.7%	Increased
3510	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$20.9M	-$390K	3	11.49%	Reduced
3511	SA Sycale Advisors New York	$20.9M	+$7.08M	2	6.42%	Increased
3512	VWM Vertrix Wealth Management Troy, Michigan	$20.9M	+$85.1K	5	7.04%	Increased
3513	CWM CCG Wealth Management San Diego, California	$20.9M	+$140K	5	4.85%	Increased
3514	UWM Urban Wealth Management El Segundo, California	$20.9M	-$77.2K	2	18.21%	Reduced
3515	DA Doliver Advisors Houston, Texas	$20.9M	-$12.9K	6	4.73%	Reduced
3516	MCM Monument Capital Management Alexandria, Virginia	$20.8M	+$652K	5	4.19%	Increased
3517	LAM Lotus Asset Management Nashville, Tennessee	$20.8M	+$20.7M	2	18.44%	New
3518	AP Advisors Preferred Rockville, Maryland	$20.8M	-$2.96M	7	3.23%	Reduced
3519	WWG West Wealth Group Irvine, California	$20.8M	+$540K	3	3.41%	Increased
3520	PWCM Processus Wealth & Capital Management Brentwood, Tennessee	$20.8M	+$241K	2	12.33%	Increased
3521	OPW Osprey Private Wealth New York	$20.8M	+$3.54M	2	5.38%	Increased
3522	HFM Hartford Funds Management Wayne, Pennsylvania	$20.8M	+$480K	3	1.66%	Increased
3523	FBC Fairfield, Bush & Co Darien, Connecticut	$20.8M	-$1.13M	4	10.21%	Reduced
3524	FAN Financial Advisors Network Tustin, California	$20.8M	+$801K	6	2.55%	Increased
3525	RIM Rovida Investment Management Grand Cayman, Cayman Islands	$20.8M	+$4.94M	2	1.42%	Increased