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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
4126	JGCM Joseph Group Capital Management Columbus, Ohio	$14.3M	-$305K	10	3%	Reduced
4127	FC FACT Capital New York	$14.3M	$0	2	8.02%	Maintained
4128	HP Haven Private Orlando, Florida	$14.3M	-$1.27M	6	5.42%	Reduced
4129	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$14.2M	+$3.03M	4	1.03%	Increased
4130	IPAM Investment Partners Asset Management Metuchen, New Jersey	$14.2M	-$205K	7	7.91%	Reduced
4131	DA DCM Advisors New York	$14.2M	+$472K	1	5.62%	Increased
4132	HPC Highland Peak Capital Old Greenwich, Connecticut	$14.2M	+$16.4M	1	4.13%	New
4133	GCM Generation Capital Management Pittsford, New York	$14.2M	-$200K	5	8.71%	Reduced
4134	CAAM Cape Ann Asset Management London, United Kingdom	$14.2M	-$987K	1	3.27%	Reduced
4135	KFS Keynote Financial Services Vernon, Connecticut	$14.2M	-$139K	4	6.65%	Reduced
4136	BEW Burton Enright Welch Walnut Creek, California	$14.2M	+$208K	4	1.66%	Increased
4137	EBA Eagle Bay Advisors New York	$14.2M	+$246K	4	10.61%	Increased
4138	CPG Cornerstone Planning Group Fairfield, New Jersey	$14.2M	-$268K	34	1.78%	Reduced
4139	DFG Delphi Financial Group Wilmington, Delaware	$14.2M	-$2.88M	3	7%	Reduced
4140	ACP Argyle Capital Partners Los Angeles, California	$14.2M	+$442K	4	8.92%	Increased
4141	CCAM Codex Capital Asset Management Dallas, Texas	$14.1M	-$456K	3	4.9%	Reduced
4142	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$14.1M	-$148K	4	2.81%	Reduced
4143	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$14.1M	-$514K	7	9.55%	Reduced
4144	WWM Wolff Wiese Magana Carslbad, California	$14.1M	+$2.06M	17	6.5%	Increased
4145	TPW Turn8 Private Wealth Pointe Claire,	$14.1M	-$4.51M	4	9.43%	Reduced
4146	RCWM Royal Capital Wealth Management Carmel, Indiana	$14.1M	+$92.1K	5	7.93%	Increased
4147	BPW Bingham Private Wealth San Francisco, California	$14.1M	+$2.9M	6	9.71%	Increased
4148	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$14.1M	+$907K	3	1.66%	Increased
4149	HPC Hobart Private Capital Charlotte, North Carolina	$14.1M	+$705K	6	2.42%	Increased
4150	SCP Sender Company & Partners New York	$14.1M	+$6.22M	3	4.08%	Increased