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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
5451	BHCM Boulder Hill Capital Management New York	$923K	-$2.74M	3	1.78%	Reduced
5452	AA ACT Advisors Asheville, North Carolina	$923K	-$310K	1	0.61%	Reduced
5453	CEI Clark Estates Inc New York	$922K	+$821K	2	0.16%	New
5454	UI Unconventional Investor Portsmouth, New Hampshire	$916K	-$30K	1	0.83%	Reduced
5455	AAM Ameraudi Asset Management New York	$909K	-$470K	1	0.4%	Reduced
5456	VFO Virtus Family Office El Paso, Texas	$908K	+$395K	2	1.68%	Increased
5457	Delta Accumulation LLC Sausalito, California	$905K	+$349	3	0.31%	Increased
5458	BC Barnett & Company Chattanooga, Tennessee	$905K	$0	1	0.67%	Maintained
5459	BP BCK Partners Corning, New York	$904K	+$831	2	0.57%	Increased
5460	Whitebox Advisors Minneapolis, Minnesota	$902K	$0	1	0.02%	Maintained
5461	PWA Pillar Wealth Advisors West Chester, Pennsylvania	$899K	-$77.4K	1	0.75%	Reduced
5462	DT Daniels + Tansey Wilmington, Delaware	$897K	+$29.5K	2	0.3%	Increased
5463	CI CPR Investments Rochester, Michigan	$896K	$0	1	0.86%	Maintained
5464	MWM Magnolia Wealth Management Dothan, Alabama	$894K	+$55.8K	1	0.83%	Increased
5465	SC Schoolcraft Capital Boulder, Colorado	$888K	-$263K	3	0.24%	Reduced
5466	PA Prism Advisors Studio City, California	$884K	-$29.4K	1	0.3%	Reduced
5467	PPW PACK Private Wealth Wayzata, Minnesota	$883K	$0	2	0.66%	Maintained
5468	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$881K	+$2K	1	0.2%	Increased
5469	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$880K	$0	1	0.39%	Maintained
5470	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$877K	-$8.88K	1	0.59%	Reduced
5471	EL Envoi LLC Chanhassen, Minnesota	$870K	$0	1	2.78%	Maintained
5472	KPF K2 Principal Fund Toronto, Ontario, Canada	$868K	+$565K	1	0.2%	Increased
5473	AFS Axiom Financial Strategies New Albany, Indiana	$863K	-$285K	1	0.5%	Reduced
5474	CH CVI Holdings Wilmington, Delaware	$862K	-$1.78M	2	0.91%	Reduced
5475	UA Unison Advisors Washington, District of Columbia	$859K	+$563K	2	0.1%	Increased