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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	UCI Uncommon Cents Investing Janesville, Wisconsin	$2.49M	+$253K	2	0.99%	Increased
4477	Alphabet Inc Mountain View, California	$2.48M	$0	1	0.05%	Maintained
4478	BA Bard Associates Chicago, Illinois	$2.48M	+$3.52M	1	0.81%	New
4479	KCM Knighthead Capital Management New York	$2.48M	$0	1	0.17%	Maintained
4480	HIC Harvey Investment Company Louisville, Kentucky	$2.48M	$0	3	0.33%	Maintained
4481	APF Alaska Permanent Fund Juneau, Alaska	$2.47M	-$1.83M	1	0.05%	Reduced
4482	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.46M	+$2.39M	1	0.35%	New
4483	CMP Courage Miller Partners Norfolk, Virginia	$2.46M	$0	2	1.01%	Maintained
4484	DM Delphi Management Brookline, Massachusetts	$2.46M	-$353K	1	2.35%	Reduced
4485	DI Disciplined Investments Tulsa, Oklahoma	$2.46M	-$100K	8	1.26%	Reduced
4486	Howard Capital Management Roswell, Georgia	$2.45M	+$204K	4	0.46%	Increased
4487	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$2.45M	+$226K	2	1.8%	Increased
4488	IIM Ironwood Investment Management Boston, Massachusetts	$2.43M	-$42.7K	4	1.23%	Reduced
4489	Fenimore Asset Management Cobleskill, New York	$2.43M	+$465K	2	0.06%	Increased
4490	PIFP Partners in Financial Planning Salem, Virginia	$2.43M	+$2.33M	3	0.76%	New
4491	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$2.43M	+$6.09K	4	3.28%	Increased
4492	EC Estate Counselors Thiensville, Wisconsin	$2.42M	-$366M	5	0.32%	Reduced
4493	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$2.42M	+$52.6K	2	1.31%	Increased
4494	PS Planned Solutions Folsom, California	$2.42M	$0	2	1.68%	Maintained
4495	TIA Tandem Investment Advisors Charleston, South Carolina	$2.42M	-$127K	3	0.21%	Reduced
4496	PC Provenire Capital Eden Prairie, Minnesota	$2.42M	-$956K	3	8.17%	Reduced
4497	PWP Personal Wealth Partners Bloomington, Minnesota	$2.41M	+$96.8K	11	0.97%	Increased
4498	NICM Neo Ivy Capital Management New York	$2.41M	+$962K	14	2.43%	Increased
4499	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$2.41M	-$13K	4	3.55%	Reduced
4500	NRA NSI Retail Advisors Warrendale, Pennsylvania	$2.41M	+$2.35M	3	0.34%	New