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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
6576	IA IFS Advisors Overland Park, Kansas	$626K	+$9.71K	6	0.51%	Increased
6577	DAS DMKC Advisory Services Des Moines, Iowa	$624K	-$1.67M	2	0.56%	Reduced
6578	BAWM Bennett Associates Wealth Management Butler, Pennsylvania	$623K	+$37.9K	2	0.51%	Increased
6579	UFA Uptown Financial Advisors Dallas, Texas	$621K	+$86.3K	2	0.63%	Increased
6580	SFC Swisher Financial Concepts Westerville, Ohio	$619K	-$8.26M	1	0.51%	Reduced
6581	PWP Parkwoods Wealth Partners Syracuse, New York	$614K	+$69.7K	3	0.41%	Increased
6582	TBC Tweedy, Browne Co Stamford, Connecticut	$614K	$0	1	0.05%	Maintained
6583	HC Hoese & Co Glencoe, Minnesota	$614K	-$202K	2	0.53%	Reduced
6584	WWP Wise Wealth Partners Phoenix, Arizona	$613K	+$463	2	1.46%	Increased
6585	AA ArborFi Advisors Ann Arbor, Michigan	$611K	-$52.6K	2	0.61%	Reduced
6586	DMKJ David M. Knott Jr	$611K	$0	2	0.29%	Maintained
6587	MHB Midwest Heritage Bank West Des Moines, Iowa	$611K	+$6.28K	2	0.25%	Increased
6588	KCAM Kagan Cocozza Asset Management Mickleton, New Jersey	$610K	-$1.39K	2	0.5%	Reduced
6589	SFO Standard Family Office Sioux Falls, South Dakota	$607K	-$487K	2	0.8%	Reduced
6590	CC Cultivar Capital Denton, Texas	$604K	+$273K	2	0.49%	Increased
6591	FIG FSA Investment Group Pensacola, Florida	$602K	+$136K	1	0.51%	Increased
6592	ECM Engine Capital Management New York	$599K	-$38.3M	1	0.11%	Reduced
6593	LCM Lunt Capital Management Holladay, Utah	$599K	$0	1	0.22%	Maintained
6594	CFG Cornerstone Financial Group Omaha, Nebraska	$596K	-$92.4K	1	0.54%	Reduced
6595	EP Eversept Partners New York	$596K	+$811K	1	0.06%	New
6596	FC Family CFO Los Altos, California	$596K	$0	4	0.33%	Maintained
6597	KV Kickstand Ventures Pittsford, New York	$595K	+$173K	1	0.15%	Increased
6598	NPAN Northeast Planning Associates NH Bedford, New Hampshire	$590K	-$6.95K	1	0.49%	Reduced
6599	BMC Battery Management Corp Boston, Massachusetts	$590K	$0	1	0.09%	Maintained
6600	QFMHK Q Fund Management (Hong Kong) Hong Kong,	$590K	-$172K	1	0.81%	Reduced