← All themes

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
3851	WCG Weaver Consulting Group Huntington Beach, California	$17M	+$387K	5	3.49%	Increased
3852	TGIA Torrey Growth & Income Advisors Del Mar, California	$17M	-$3.19M	4	5.78%	Reduced
3853	FCM Fogel Capital Management Stuart, Florida	$17M	+$343K	3	6.84%	Increased
3854	RA Rational Advisors Huntington, New York	$17M	-$10.7M	7	1.56%	Reduced
3855	BMC Beaton Management Company Haverhill, Massachusetts	$17M	-$96.9K	3	6.93%	Reduced
3856	NDBT North Dallas Bank & Trust Dallas, Texas	$17M	-$309K	4	10.07%	Reduced
3857	RAG RIA Advisory Group Des Moines, Iowa	$17M	-$512K	4	3.69%	Reduced
3858	RCI RS Crum Inc Newport Beach, California	$16.9M	+$528K	4	3.18%	Increased
3859	JA JVL Associates Wyoming, Michigan	$16.9M	+$537K	4	4.81%	Increased
3860	TAWM Three Arch Wealth Management Irvine, California	$16.9M	+$651K	2	2.6%	Increased
3861	MHC May Hill Capital Cohasset, Massachusetts	$16.9M	+$459K	8	3.53%	Increased
3862	LI LifeWealth Investments Winter Garden, Florida	$16.9M	+$329K	3	4.51%	Increased
3863	MIM Montgomery Investment Management Rockville, Maryland	$16.9M	-$28.6K	5	5.12%	Reduced
3864	CCG Coastwise Capital Group La Jolla, California	$16.9M	+$363K	4	9.81%	Increased
3865	1M 1248 Management Kansas City, Missouri	$16.9M	+$392K	7	6.59%	Increased
3866	SIG Spinnaker Investment Group Newport Beach, California	$16.9M	+$2.37M	3	2.7%	Increased
3867	SIAG Safeguard Investment Advisory Group Corona, California	$16.8M	+$274K	5	3.89%	Increased
3868	AIA Allied Investment Advisors Billings, Montana	$16.8M	-$209K	3	2.11%	Reduced
3869	ALAM Asahi Life Asset Management Tokyo, Japan	$16.8M	-$1.08M	5	9.51%	Reduced
3870	MCM Mendel Capital Management Little Rock, Arkansas	$16.8M	-$150K	4	7.56%	Reduced
3871	BAM Blueshift Asset Management Red Bank, New Jersey	$16.8M	-$894K	19	3.88%	Reduced
3872	CCM Coliseum Capital Management Rowayton, Connecticut	$16.7M	$0	1	1.44%	Maintained
3873	BE Bonness Enterprises Washington, District of Columbia	$16.7M	+$20.8K	2	5.39%	Increased
3874	LFA Laraway Financial Advisors Saint Cloud, Minnesota	$16.7M	-$212K	3	10.13%	Reduced
3875	WOSD WFA of San Diego San Diego, California	$16.7M	-$942K	2	13.66%	Reduced