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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
3576	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$20.2M	-$100K	3	6.61%	Reduced
3577	FAL Focused Alpha LLC Denver, Colorado	$20.2M	+$979K	4	5.19%	Increased
3578	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$20.2M	+$1.01M	4	2.59%	Increased
3579	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$20.2M	+$387K	3	0.71%	Increased
3580	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$20.2M	-$126K	7	5.43%	Reduced
3581	RIG Renaissance Investment Group Lenox, Massachusetts	$20.2M	-$254K	2	3.97%	Reduced
3582	YWS Yarger Wealth Strategies Westerville, Ohio	$20.2M	+$458K	6	7.24%	Increased
3583	CWM Chesapeake Wealth Management Williamsburg, Virginia	$20.2M	-$172K	3	5.65%	Reduced
3584	DTC Davidson Trust Company Seattle, Washington	$20.2M	+$228K	4	7.86%	Increased
3585	ACM AUA Capital Management Camp Hill, Pennsylvania	$20.1M	$0	4	9.33%	Maintained
3586	MIM Martin Investment Management Palm Beach Gardens, Florida	$20.1M	-$2.77M	2	6.71%	Reduced
3587	MAM MWA Asset Management Lexington, Massachusetts	$20.1M	-$288K	6	9.07%	Reduced
3588	HA Harfst & Associates Sheridan, Wyoming	$20.1M	-$113K	6	3.12%	Reduced
3589	CI Cooper Investors Melbourne, Victoria, Australia	$20M	-$32.7M	2	9.2%	Reduced
3590	CWA Crusonia Wealth Advisors Denver, Colorado	$20M	+$2.55M	3	3.29%	Increased
3591	SPFA Summit Place Financial Advisors Summit, New Jersey	$20M	-$78.2K	4	8.77%	Reduced
3592	LAI Legal Advantage Investments Los Altos Hills, California	$20M	+$195K	4	7.02%	Increased
3593	HP Hilltop Partners Mishawaka, Indiana	$20M	+$654K	3	4.85%	Increased
3594	PWM Peterson Wealth Management Sparks, Nevada	$20M	+$5.64M	4	9.32%	Increased
3595	WCM Weik Capital Management Wyomissing, Pennsylvania	$20M	-$217K	5	7.69%	Reduced
3596	Laurion Capital Management New York	$20M	-$946K	9	0.51%	Reduced
3597	GIPW Granite Islands Private Wealth Guilford, Connecticut	$20M	+$990K	5	14.78%	Increased
3598	FTEA Forty-three Eighteen Advisors Bentonville, Arkansas	$20M	-$2.98M	3	13.44%	Reduced
3599	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$20M	+$266K	3	11.32%	Increased
3600	RA Rubicon Advisors Redding, California	$19.9M	-$12.8K	5	14.53%	Reduced