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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
4701	EV EJMK Ventures Itasca, Illinois	$10.2M	-$130K	3	4.63%	Reduced
4702	BLFG Brian Low Financial Group Baton Rouge, Louisiana	$10.2M	+$834K	4	5.95%	Increased
4703	NICM Neo Ivy Capital Management New York	$10.2M	-$756K	12	2.35%	Reduced
4704	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$10.2M	-$1.98M	2	2.93%	Reduced
4705	UCB United Community Bank Greenville, South Carolina	$10.2M	-$313K	9	3.15%	Reduced
4706	DWM DWR Wealth Management San Jose, California	$10.2M	+$11.6K	3	7.62%	Increased
4707	AIC Argus Investors Counsel New York	$10.2M	-$92.5K	5	7.84%	Reduced
4708	RFW Redwood Family Wealth Addison, Texas	$10.2M	+$440K	4	8.93%	Increased
4709	RIM Rockbridge Investment Management Syracuse, New York	$10.2M	-$289K	2	0.83%	Reduced
4710	AIA Affinity Investment Advisors Newport Beach, California	$10.2M	-$59.9K	3	5.15%	Reduced
4711	SL SFM LLC Manchester, New Hampshire	$10.2M	-$737K	2	5.21%	Reduced
4712	LCWM Legacy Capital Wealth Management The Woodlands, Texas	$10.1M	-$308K	2	4.66%	Reduced
4713	KW Keyvantage Wealth Bethlehem, Pennsylvania	$10.1M	+$3.46M	3	3.84%	Increased
4714	RWM RBA Wealth Management Newport Beach, California	$10.1M	-$3.47M	2	3.72%	Reduced
4715	AFA Allium Financial Advisors Lake Oswego, Oregon	$10.1M	+$480K	3	6.62%	Increased
4716	SFPG Stonebridge Financial Planning Group Orlando, Florida	$10.1M	+$220K	3	3.22%	Increased
4717	BWM BankPlus Wealth Management Jackson, Mississippi	$10.1M	+$335K	5	4.54%	Increased
4718	JF JMN Financial New Albany, Ohio	$10.1M	+$1.53M	7	7.85%	Increased
4719	HSA Hussman Strategic Advisors Ellicott City, Maryland	$10.1M	-$1.07M	3	2.32%	Reduced
4720	VPF Vantage Point Financial Lisle, Illinois	$10.1M	+$264K	3	3.08%	Increased
4721	EWP E-Wealth Partners Minnetonka, Minnesota	$10.1M	-$1.11M	4	7.29%	Reduced
4722	TCM Tradewinds Capital Management Bellingham, Washington	$10.1M	-$193K	17	1.79%	Reduced
4723	MPCA Madison Park Capital Advisors Seattle, Washington	$10.1M	-$3.17M	2	7.18%	Reduced
4724	MCM Magnolia Capital Management Cold Spring, New York	$10.1M	-$2.44M	3	6.95%	Reduced
4725	LCA Legend Capital Advisors New York	$10.1M	-$168K	4	5.47%	Reduced