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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
4226	SAM Serengeti Asset Management New York	$770K	+$675K	1	0.24%	New
4227	CFS Cannon Financial Strategists Athens, Georgia	$764K	+$7.47K	2	0.42%	Increased
4228	AA AF Advisors Sacramento, California	$762K	+$478K	3	0.45%	Increased
4229	T TrueFG Cedar Park, Texas	$737K	+$62.4K	1	0.51%	Increased
4230	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$735K	-$124K	2	0.15%	Reduced
4231	MWM McNaughton Wealth Management San Diego, California	$727K	-$133K	2	0.64%	Reduced
4232	SM Southport Management Wilson, Wyoming	$720K	+$37.9K	1	5.18%	Increased
4233	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$716K	+$105K	8	0.63%	Increased
4234	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$715K	-$694K	1	0.49%	Reduced
4235	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$715K	-$87.3K	1	0.39%	Reduced
4236	MCG Meru Capital Group New York	$706K	+$666K	1	2.3%	New
4237	LK Lumbard & Kellner Hollis, New Hampshire	$691K	-$145K	1	0.34%	Reduced
4238	JC Jentner Corp Akron, Ohio	$683K	+$327	1	0.74%	Increased
4239	LIC Laurus Investment Counsel Toronto, Canada	$683K	-$69.8K	2	0.34%	Reduced
4240	BAMG Brand Asset Management Group Chesterfield, Missouri	$681K	+$153K	5	0.43%	Increased
4241	PSC Prentiss Smith & Co Brattleboro, Vermont	$680K	$0	1	0.35%	Maintained
4242	HP HT Partners Centerbrook, Connecticut	$673K	+$76K	2	0.26%	Increased
4243	ACM Alethea Capital Management Mercer Island, Washington	$672K	-$109K	1	0.45%	Reduced
4244	JSAM J. Safra Asset Management New York	$670K	+$519K	2	0.39%	Increased
4245	PIN Prudent Investors Network Lake Forest, California	$667K	+$8.73K	1	0.44%	Increased
4246	BA Bard Associates Chicago, Illinois	$666K	+$749K	1	0.35%	New
4247	SI Sprott Inc Toronto, Ontario, Canada	$661K	+$873	2	0.04%	Increased
4248	AIM Alambic Investment Management Belvedere, California	$654K	-$790K	2	7.17%	Reduced
4249	FA Forefront Analytics West Conshohocken, Pennsylvania	$643K	+$229K	2	0.3%	Increased
4250	FLA Financial Life Advisors San Antonio, Texas	$642K	+$643K	1	0.34%	New