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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
5801	PNC Point Nemo Capital Dripping Springs, Texas	$4.64M	+$3.56M	7	2.35%	Increased
5802	TF Tenzing Financial Williamsburg, Virginia	$4.64M	+$190K	3	3.18%	Increased
5803	TIM Triad Investment Management Newport Beach, California	$4.63M	+$329K	1	5.11%	Increased
5804	SG Sherry Group Mountain Home, Arkansas	$4.63M	-$67.3K	4	4.52%	Reduced
5805	EWP Equity Wealth Partners Independence, Missouri	$4.63M	+$918K	5	1.66%	Increased
5806	VPWA Vestia Personal Wealth Advisors Fort Wayne, Indiana	$4.63M	+$119K	3	1.81%	Increased
5807	MWM Madrid Wealth Management Albuquerque, New Mexico	$4.6M	-$65.2K	3	3.02%	Reduced
5808	WFS WealthGarden F.S. El Segundo, California	$4.6M	+$778K	2	2.61%	Increased
5809	PCM Payne Capital Management New York	$4.6M	-$507K	2	1.23%	Reduced
5810	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$4.59M	-$135K	6	0.86%	Reduced
5811	NMCM Nicholson Meyer Capital Management Kansas City, Missouri	$4.59M	-$104K	3	3.06%	Reduced
5812	Partners Capital Investment Group Boston, Massachusetts	$4.58M	-$517K	3	0.16%	Reduced
5813	AC AWM Capital Phoenix, Arizona	$4.57M	+$865K	3	0.37%	Increased
5814	CL CSS LLC Chicago, Illinois	$4.56M	+$1.06M	6	0.18%	Increased
5815	TCCM Two Creeks Capital Management New York	$4.56M	-$101M	2	3.27%	Reduced
5816	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$4.56M	-$1.12M	3	3.16%	Reduced
5817	WSL Western Standard LLC Los Angeles, California	$4.56M	-$3.4M	2	1.55%	Reduced
5818	KCM Kennondale Capital Management Richmond, Virginia	$4.56M	$0	4	3.04%	Maintained
5819	SCA Sippican Capital Advisors Boston, Massachusetts	$4.56M	+$324K	2	2.78%	Increased
5820	CCM Corsair Capital Management New York	$4.55M	+$356K	5	0.57%	Increased
5821	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$4.55M	$0	3	1.03%	Maintained
5822	DSA Droms Strauss Advisors St. Louis, Missouri	$4.54M	+$338K	3	1.03%	Increased
5823	FFA Frazier Financial Advisors Columbus, Ohio	$4.54M	+$35.4K	12	2.29%	Increased
5824	COFSG Carbahal Olsen Financial Services Group Davis, California	$4.53M	-$520K	1	3.15%	Reduced
5825	DSCM Del-Sette Capital Management Schenectady, New York	$4.53M	+$1.18M	3	2.65%	Increased