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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
5626	KM Kabouter Management Chicago, Illinois	$354K	$0	1	0.19%	Maintained
5627	BWA Brave Warrior Advisors New York	$352K	-$57.1K	1	0.01%	Reduced
5628	ASW Astoria Strategic Wealth Conroe, Texas	$351K	$0	1	0.13%	Maintained
5629	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$349K	-$21.5M	1	0.13%	Reduced
5630	SNN Shen Neil Nanpeng	$349K	$0	2	10.16%	Maintained
5631	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$348K	-$98.6K	5	0.14%	Reduced
5632	VNB Virginia National Bank Charlottesville, Virginia	$345K	$0	1	1.19%	Maintained
5633	RC Randolph Company Cincinnati, Ohio	$344K	$0	1	0.05%	Maintained
5634	FC Family CFO Los Altos, California	$338K	$0	3	0.24%	Maintained
5635	LP Lexington Partners New York	$338K	+$315K	1	0.23%	New
5636	RJTCONH Raymond James Trust Company of New Hampshire Portsmouth, New Hampshire	$336K	-$42K	1	3.84%	Reduced
5637	TIM Triad Investment Management Newport Beach, California	$334K	+$202K	1	0.46%	Increased
5638	TWM Tanglewood Wealth Management Houston, Texas	$330K	+$174	1	0.05%	Increased
5639	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$323K	+$54.1K	1	0.22%	Increased
5640	BI Bramshill Investments Naples, Florida	$323K	$0	3	0.03%	Maintained
5641	FFL Future Fund LLC Chicago, Illinois	$319K	-$206K	1	3.04%	Reduced
5642	WFS Weitzel Financial Services Dubuque, Iowa	$319K	-$52.4K	1	0.18%	Reduced
5643	CWM Core Wealth Management Jupiter, Florida	$317K	+$5.05K	1	0.16%	Increased
5644	GCM Glaxis Capital Management Sarasota, Florida	$314K	+$303K	1	1.19%	New
5645	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$311K	+$29.4K	1	0.02%	Increased
5646	TCM Tuttle Capital Management Riverside, Connecticut	$308K	+$305K	1	1.46%	New
5647	PWM Pacific Wealth Management San Diego, California	$306K	$0	1	0.2%	Maintained
5648	KAM Kraft Asset Management Nashville, Tennessee	$306K	+$275K	1	0.28%	New
5649	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$302K	+$260K	1	0.28%	New
5650	WSL Western Standard LLC Los Angeles, California	$293K	-$145K	1	0.25%	Reduced