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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
3751	CCM Cox Capital Management Andover, Massachusetts	$18M	+$2.78K	3	10.04%	Increased
3752	ACM Allred Capital Management Dallas, Texas	$18M	-$86.8K	4	5.92%	Reduced
3753	NA Nautilus Advisors La Jolla, California	$18M	+$690K	4	10.62%	Increased
3754	FFA Florida Financial Advisors Tampa, Florida	$18M	+$68.9K	5	3.04%	Increased
3755	MC Muhlenkamp & Co Wexford, Pennsylvania	$18M	-$124K	1	5.21%	Reduced
3756	BDAM Blue Door Asset Management Stamford, Connecticut	$18M	+$18.3M	1	8.46%	New
3757	MC Miramar Capital Northbrook, Illinois	$18M	+$1.78M	3	3.95%	Increased
3758	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$18M	-$250K	4	4.13%	Reduced
3759	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$17.9M	-$10.5M	1	0.3%	Reduced
3760	AIP Almanack Investment Partners Wayne, Pennsylvania	$17.9M	+$11.1M	5	2.29%	Increased
3761	SPCM Stoic Point Capital Management Palo Alto, California	$17.9M	+$2.88M	2	14.87%	Increased
3762	PWM Palacios Wealth Management Ormond Beach, Florida	$17.9M	-$63.3K	5	10.6%	Reduced
3763	OCM Orser Capital Management Southlake, Texas	$17.9M	-$261K	3	8.9%	Reduced
3764	SIA Schear Investment Advisers Cincinnati, Ohio	$17.9M	+$271K	3	5.99%	Increased
3765	BCM Boltwood Capital Management Walnut Creek, California	$17.9M	+$466K	3	4.1%	Increased
3766	ACM Ardent Capital Management Cincinnati, Ohio	$17.9M	-$119K	2	7.43%	Reduced
3767	CCA Cadent Capital Advisors Tulsa, Oklahoma	$17.9M	-$414K	2	3.69%	Reduced
3768	SAM Satovsky Asset Management New York	$17.9M	+$588K	2	2.85%	Increased
3769	CIP Castlefield Investment Partners Manchester,	$17.9M	-$130K	3	12.13%	Reduced
3770	SC Soundwatch Capital Rowayton, Connecticut	$17.9M	-$247K	2	1.98%	Reduced
3771	DWA Delos Wealth Advisors Dallas, Texas	$17.9M	+$683K	5	9.16%	Increased
3772	OAM Ophir Asset Management Sydney, Australia	$17.9M	+$4.56M	1	1.47%	Increased
3773	HWM Horizon Wealth Management La Grange, Illinois	$17.8M	-$1.08M	3	2.28%	Reduced
3774	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$17.8M	+$436K	6	3.79%	Increased
3775	CL COWA LLC Tulsa, Oklahoma	$17.8M	+$295K	7	4.48%	Increased