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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
4426	SC Seldon Capital San Francisco, California	$12M	-$216K	4	3.75%	Reduced
4427	ECM English Capital Management Bloomfield Hills, Michigan	$12M	+$5.4M	2	5.52%	Increased
4428	RGF Retirement Guys Formula Maumee, Ohio	$12M	+$311K	4	4.51%	Increased
4429	CAM Chesapeake Asset Management New York	$12M	+$1.55M	7	9.15%	Increased
4430	KCIC Kuhn & Co Investment Counsel Chicago, Illinois	$12M	+$264K	5	6.92%	Increased
4431	HRC Hoertkorn Richard Charles	$12M	-$124K	2	8.02%	Reduced
4432	RWFS Rayburn West Financial Services Nashville, Tennessee	$12M	+$180K	5	6.6%	Increased
4433	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$12M	+$154K	4	3.12%	Increased
4434	WCM Windsor Capital Management Phoenix, Arizona	$12M	-$890K	4	3.11%	Reduced
4435	MWM Massachusetts Wealth Management North Andover, Massachusetts	$12M	+$25.3K	3	4.56%	Increased
4436	Wolverine Asset Management Chicago, Illinois	$12M	-$18.8M	15	0.11%	Reduced
4437	RWPA Richard W. Paul & Associates Novi, Michigan	$12M	+$887K	6	3.66%	Increased
4438	DI DUMAC Inc Durham, North Carolina	$11.9M	+$7.27M	2	1.09%	Increased
4439	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$11.9M	+$227K	8	6.37%	Increased
4440	IF Integrity Financial Cheyenne, Wyoming	$11.9M	-$1.67M	3	5.7%	Reduced
4441	ACM Aurdan Capital Management Wayne, Pennsylvania	$11.9M	-$536K	3	3.03%	Reduced
4442	MFG Midwest Financial Group Overland Park, Kansas	$11.9M	-$205K	4	4.18%	Reduced
4443	SCM Scopia Capital Management New York	$11.9M	-$4.81M	2	10.67%	Reduced
4444	WRBC W.R. Berkley Corp Greenwich, Connecticut	$11.9M	+$12.6M	1	0.55%	New
4445	AW Ankerstar Wealth Leander, Texas	$11.9M	-$167K	15	9.98%	Reduced
4446	DAC Dutch Asset Corp Selkirk, New York	$11.9M	+$2.25M	3	5.91%	Increased
4447	AA Armor Advisors New York	$11.9M	-$332K	1	8.48%	Reduced
4448	MWM MFG Wealth Management Indianapolis, Indiana	$11.9M	+$2.76M	4	8.49%	Increased
4449	S Steadtrust Allen, Texas	$11.9M	+$69.5K	4	6%	Increased
4450	MPPW Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma	$11.9M	+$82.1K	4	4.36%	Increased