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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
5476	BCC Bridge City Capital Lake Oswego, Oregon	$863K	-$6.9K	1	0.44%	Reduced
5477	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$863K	+$385K	1	0.34%	Increased
5478	SCM Sirios Capital Management Boston, Massachusetts	$856K	+$880K	1	0.16%	New
5479	BP BCK Partners Corning, New York	$855K	+$33.1K	2	0.53%	Increased
5480	AFA Atlas Financial Advisors Oroville, California	$854K	+$667K	2	0.67%	Increased
5481	FFL Future Fund LLC Chicago, Illinois	$830K	+$527K	2	2.3%	Increased
5482	PPW PACK Private Wealth Wayzata, Minnesota	$826K	$0	2	0.62%	Maintained
5483	FP Foundry Partners Minneapolis, Minnesota	$823K	-$118K	2	0.05%	Reduced
5484	W.H. Reaves & Co Jersey City, New Jersey	$822K	$0	1	0.03%	Maintained
5485	TDWM Topel & Distasi Wealth Management Berkeley, California	$818K	-$38.1K	1	0.43%	Reduced
5486	UA Unison Advisors Washington, District of Columbia	$813K	+$50.4K	2	0.1%	Increased
5487	BC Barnett & Company Chattanooga, Tennessee	$812K	+$14.7K	1	0.63%	Increased
5488	SIP Scott Investment Partners Henley-On-Thames, United Kingdom	$810K	$0	1	1.86%	Maintained
5489	TWP TFO Wealth Partners Maumee, Ohio	$808K	+$245K	19	0.17%	Increased
5490	DMKJ David M. Knott Jr	$808K	+$317K	4	0.31%	Increased
5491	AAM Ameraudi Asset Management New York	$802K	$0	1	0.38%	Maintained
5492	PA Prism Advisors Studio City, California	$799K	+$19.3K	1	0.28%	Increased
5493	SFM Spartan Fund Management Toronto, Ontario, Canada	$797K	-$1.42M	3	0.6%	Reduced
5494	MWM Magnolia Wealth Management Dothan, Alabama	$795K	+$5.87K	1	0.74%	Increased
5495	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$794K	-$460K	1	0.21%	Reduced
5496	UI Unconventional Investor Portsmouth, New Hampshire	$793K	-$16.3K	1	0.7%	Reduced
5497	PWA Pillar Wealth Advisors West Chester, Pennsylvania	$793K	$0	1	0.69%	Maintained
5498	CI CPR Investments Rochester, Michigan	$779K	$0	1	0.84%	Maintained
5499	PGH Partners Group Holding Baar-Zug, Switzerland	$779K	+$1.06M	1	0.07%	New
5500	FAM Frontier Asset Management Sheridan, Wyoming	$776K	-$472K	2	0.35%	Reduced