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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
4726	CPIM Cypress Point Investment Management Mill Valley, California	$10.1M	-$21.4M	1	1.82%	Reduced
4727	EIP Essential Investment Partners Englewood, Colorado	$10.1M	-$327K	9	8.07%	Reduced
4728	CFG Cambridge Financial Group Columbus, Ohio	$10.1M	+$34.3K	1	3.5%	Increased
4729	STA Smith Thornton Advisors Huntsville, Alabama	$10M	+$563K	4	4.43%	Increased
4730	I InvesTrust Oklahoma City, Oklahoma	$10M	+$329K	5	3.86%	Increased
4731	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$10M	-$618K	14	5.05%	Reduced
4732	LGW Leslie Global Wealth Itasca, Illinois	$10M	-$66.1K	3	3.9%	Reduced
4733	PA PFW Advisors Atlanta, Georgia	$10M	-$426K	6	2.92%	Reduced
4734	HG Herbst Group Westport, Connecticut	$10M	-$339K	2	5.46%	Reduced
4735	VWMG Virginia Wealth Management Group Virginia Beach, Virginia	$10M	+$4.23K	2	4.99%	Increased
4736	BRWM Blue Rock Wealth Management Winston-Salem, North Carolina	$10M	-$291K	5	5.58%	Reduced
4737	WG Watchman Group Plano, Texas	$10M	+$78.8K	4	2.24%	Increased
4738	PCM Permanent Capital Management Chicago, Illinois	$10M	+$14.8K	4	1.34%	Increased
4739	AWA Alaska Wealth Advisors Anchorage, Alaska	$10M	+$131K	3	1.08%	Increased
4740	CCM Crew Capital Management Cincinnati, Ohio	$10M	+$1.1M	3	5.46%	Increased
4741	FB First Bancorp Damariscotta, Maine	$10M	+$259K	7	3.95%	Increased
4742	PCM Park Capital Management Madison, Wisconsin	$10M	+$802K	7	5.89%	Increased
4743	DA Dougherty & Associates Spring Hill, Florida	$10M	+$137K	4	8%	Increased
4744	B Bayban Bayport, Minnesota	$9.98M	+$428K	9	7.66%	Increased
4745	SSA Shepherd Street Advisors Larkspur, California	$9.98M	-$103K	4	8.76%	Reduced
4746	BWM Birchcreek Wealth Management Miami Township, Ohio	$9.94M	+$1.84M	3	3.87%	Increased
4747	MC Machina Capital Paris, France	$9.94M	+$3.68M	5	1.58%	Increased
4748	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$9.94M	-$213K	10	4.45%	Reduced
4749	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$9.94M	+$217K	1	5.5%	Increased
4750	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$9.93M	+$206K	4	3.32%	Increased