← All themes

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
5251	ZWJ Investment Counsel Atlanta, Georgia	$1.61M	-$50.9M	2	0.08%	Reduced
5252	VSQM V-Square Quantitative Management Chicago, Illinois	$1.6M	-$78.2K	7	1.16%	Reduced
5253	LL LPWM LLC Minneapolis, Minnesota	$1.59M	+$914K	2	0.7%	Increased
5254	Van Berkom & Associates Montreal, Quebec, Canada	$1.58M	-$466K	2	0.06%	Reduced
5255	BCC Biglari Capital Corp San Antonio, Texas	$1.58M	$0	1	0.21%	Maintained
5256	SCM Stordahl Capital Management Greenwood Village, Colorado	$1.58M	+$477	3	0.46%	Increased
5257	LFPWM Leicht Financial Planning & Wealth Management Parsippany, New Jersey	$1.57M	$0	1	0.95%	Maintained
5258	FL Fort LP Chevy Chase, Maryland	$1.56M	+$59.9K	3	4.13%	Increased
5259	CL CSS LLC Chicago, Illinois	$1.55M	-$367K	7	0.1%	Reduced
5260	MWP Meredith Wealth Planning Maryville, Illinois	$1.55M	-$691K	2	1.26%	Reduced
5261	RP Riverwater Partners Milwaukee, Wisconsin	$1.54M	+$41.7K	3	1.36%	Increased
5262	CAM Chou Associates Management Toronto, Ontario, Canada	$1.53M	+$298K	2	1.94%	Increased
5263	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$1.53M	-$77.4K	8	0.56%	Reduced
5264	AWA Aquire Wealth Advisors South Jordan, Utah	$1.53M	-$66.4K	2	0.61%	Reduced
5265	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$1.53M	-$181K	3	0.72%	Reduced
5266	WG Watchman Group Plano, Texas	$1.52M	-$7.16K	3	0.76%	Reduced
5267	ORAM One River Asset Management Stamford, Connecticut	$1.52M	-$4.38M	3	0.17%	Reduced
5268	AWM Altus Wealth Management Ft Mitchell, Kentucky	$1.52M	-$67.7K	2	1.2%	Reduced
5269	AA Aufman Associates Sewickley, Pennsylvania	$1.51M	-$7.32K	1	1.25%	Reduced
5270	CIA Citadel Investment Advisory Chesterland, Ohio	$1.51M	-$36.1K	3	0.98%	Reduced
5271	VCG Vantage Consulting Group Virginia Beach, Virginia	$1.51M	-$309K	3	0.87%	Reduced
5272	PP Paloma Partners Greenwich, Connecticut	$1.5M	-$1.02M	6	0.05%	Reduced
5273	XC XY Capital Central, Hong Kong	$1.49M	+$684K	2	1.07%	Increased
5274	MC Merlin Capital Newport, Rhode Island	$1.49M	+$17K	2	5.03%	Increased
5275	HIGP Hill Investment Group Partners St. Louis, Missouri	$1.48M	+$42.2K	2	0.27%	Increased