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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
4476	MWVC Morgens Waterfall Vintiadis & Co New York	$11.6M	+$5.79M	2	8.88%	Increased
4477	SCS Sound Capital Solutions Naples, Florida	$11.6M	+$11.7M	5	2.72%	New
4478	MFG Menard Financial Group Houston, Texas	$11.6M	-$2.78M	4	6.33%	Reduced
4479	SFCM Savoir Faire Capital Management Norwalk, Connecticut	$11.6M	+$207K	2	7.22%	Increased
4480	CIA Cape Investment Advisory Mcdonough, Georgia	$11.6M	+$470K	22	3.11%	Increased
4481	CCAM Capelight Capital Asset Management New York	$11.6M	+$2.81M	3	5.58%	Increased
4482	NIM Niles Investment Management Plantation, Florida	$11.6M	-$3.64M	2	9.4%	Reduced
4483	V ViaWealth Leawood, Kansas	$11.6M	+$382K	8	5.83%	Increased
4484	BFG Birch Financial Group Keene, New Hampshire	$11.6M	-$801K	5	5.96%	Reduced
4485	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$11.6M	+$1.01M	7	2.54%	Increased
4486	SFS Symphony Financial Services Akron, Ohio	$11.6M	-$132K	3	5.2%	Reduced
4487	OIC Orion Investment Company St. Louis, Missouri	$11.6M	+$19.3K	4	3.38%	Increased
4488	TI tru Independence Portland, Oregon	$11.6M	+$30.8K	3	5.06%	Increased
4489	PG Proffitt & Goodson Knoxville, Tennessee	$11.6M	-$120K	6	1.59%	Reduced
4490	CA Crumly & Associates Springfield, Illinois	$11.6M	+$941K	4	2.21%	Increased
4491	CIG Cascade Investment Group Colorado Springs, Colorado	$11.6M	-$31.1K	3	6.48%	Reduced
4492	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$11.5M	$0	1	5.88%	Maintained
4493	CWMP Clarion Wealth Managment Partners Fairfax, Virginia	$11.5M	+$106K	3	9.32%	Increased
4494	GB Goepper Burkhardt Greenville, South Carolina	$11.5M	-$475K	3	3.46%	Reduced
4495	CG Corundum Group Colorado Springs, Colorado	$11.5M	+$391K	5	3.42%	Increased
4496	RFW Rainier Family Wealth Tacoma, Washington	$11.5M	-$88.5K	3	6.56%	Reduced
4497	EPG Estate Planners Group Yardley, Pennsylvania	$11.5M	-$391K	4	5.21%	Reduced
4498	AC Attestor Capital Grand Cayman, Cayman Islands	$11.5M	+$12.1M	1	3.29%	New
4499	CCP Cunning Capital Partners Morrisville, North Carolina	$11.5M	$0	3	4.64%	Maintained
4500	ABC Anchor Bay Capital Carlsbad, California	$11.5M	+$10.5M	9	6.21%	New