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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
3901	VAG VisionPoint Advisory Group Dallas, Texas	$16.5M	+$1.12M	7	2.69%	Increased
3902	PFA Pettinga Financial Advisors Evansville, Indiana	$16.4M	-$322K	3	2.63%	Reduced
3903	HI Humankind Investments New York	$16.4M	$0	1	7.86%	Maintained
3904	SIC Shoker Investment Counsel Oxford, Ohio	$16.4M	+$849K	3	4.12%	Increased
3905	FFS Flavin Financial Services Melbourne, Florida	$16.4M	+$2.03M	4	9.36%	Increased
3906	TIM Tortoise Investment Management White Plains, New York	$16.4M	+$373K	2	1.22%	Increased
3907	EIP Easterly Investment Partners Beverly, Massachusetts	$16.4M	-$223K	4	0.83%	Reduced
3908	AFAS Acorn Financial Advisory Services Reston, Virginia	$16.4M	-$1.63M	7	2.17%	Reduced
3909	FCM Fremen Capital Management Stamford, Connecticut	$16.3M	+$896K	1	14.33%	Increased
3910	CPC Consolidated Planning Corp Atlanta, Georgia	$16.3M	-$425K	3	2.2%	Reduced
3911	CSC Caldwell Sutter Capital Sausalito, California	$16.3M	+$168K	12	6.13%	Increased
3912	GRR Golden Reserve Retirement Dublin, Ohio	$16.3M	+$9.39M	4	2.56%	Increased
3913	FFL Future Fund LLC Chicago, Illinois	$16.2M	+$3.41M	6	4.66%	Increased
3914	MAM Melqart Asset Management London, United Kingdom	$16.2M	+$17.1M	1	1.55%	New
3915	AAM Austin Asset Management Austin, Texas	$16.2M	+$694K	4	2.26%	Increased
3916	CWA CM Wealth Advisors Beachwood, Ohio	$16.2M	+$724K	6	2.93%	Increased
3917	IWM Iams Wealth Management Omaha, Nebraska	$16.2M	-$569K	4	4.87%	Reduced
3918	KIM Kane Investment Management Los Gatos, California	$16.2M	-$147K	2	6.9%	Reduced
3919	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$16.1M	-$247K	2	3.64%	Reduced
3920	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$16.1M	+$3.14M	7	1.27%	Increased
3921	RPSA Richard P. Slaughter Associates Austin, Texas	$16.1M	-$3.4M	3	3.16%	Reduced
3922	RIP RAM Investment Partners Bellevue, Washington	$16.1M	-$1.06M	3	2.57%	Reduced
3923	PCM Penn Capital Management Philadelphia, Pennsylvania	$16.1M	-$1.48M	1	1.02%	Reduced
3924	SP Successful Portfolios Clearwater, Florida	$16.1M	-$111K	6	7.51%	Reduced
3925	AF Affiance Financial St. Louis Park, Minnesota	$16.1M	-$1.42M	3	2.31%	Reduced