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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	FC Family CFO Los Altos, California	$608K	-$11K	3	0.3%	Reduced
6577	AA ArborFi Advisors Ann Arbor, Michigan	$605K	-$10K	2	0.53%	Reduced
6578	DJFS Dean Jacobson Financial Services Fort Worth, Texas	$603K	+$214K	2	0.47%	Increased
6579	MFG MTM Financial Group Bethlehem, Pennsylvania	$603K	+$8.48K	1	0.33%	Increased
6580	SFO Standard Family Office Sioux Falls, South Dakota	$598K	$0	2	0.7%	Maintained
6581	RWM Rolek Wealth Management Berwyn, Pennsylvania	$595K	+$16.2K	1	0.51%	Increased
6582	SFG Socha Financial Group Corning, New York	$594K	+$202	2	0.26%	Increased
6583	Aristeia Capital Greenwich, Connecticut	$591K	+$513K	1	0.02%	New
6584	MCAI Members Capital Advisors Inc Madison, Wisconsin	$587K	$0	2	0.68%	Maintained
6585	AFS Axiom Financial Strategies New Albany, Indiana	$583K	-$95.1K	2	0.33%	Reduced
6586	RC Rangeley Capital New Canaan, Connecticut	$582K	+$63.4K	2	0.69%	Increased
6587	CFG Cornerstone Financial Group Omaha, Nebraska	$581K	+$202	1	0.49%	Increased
6588	DMKJ David M. Knott Jr	$578K	$0	2	0.26%	Maintained
6589	HFA Harbert Fund Advisors Birmingham, Alabama	$576K	-$11.6M	2	1.73%	Reduced
6590	HC Hoese & Co Glencoe, Minnesota	$573K	$0	2	0.46%	Maintained
6591	NPAN Northeast Planning Associates NH Bedford, New Hampshire	$572K	+$26.5K	1	0.53%	Increased
6592	MAMNY Marathon Asset Management (New York) New York	$567K	+$592K	1	1.28%	New
6593	DEM Disciplined Equity Management Neptune Beach, Florida	$567K	+$5.66K	2	0.33%	Increased
6594	GRR Golden Reserve Retirement Dublin, Ohio	$562K	-$541K	1	0.18%	Reduced
6595	TWM Tanglewood Wealth Management Houston, Texas	$560K	-$65.6K	1	0.06%	Reduced
6596	FIG FSA Investment Group Pensacola, Florida	$560K	+$3.43K	1	0.41%	Increased
6597	LCM Lunt Capital Management Holladay, Utah	$559K	+$5.66K	1	0.21%	Increased
6598	BOCH Blue Owl Capital Holdings New York	$559K	$0	1	0.18%	Maintained
6599	EP Eversept Partners New York	$558K	+$196K	1	0.05%	Increased
6600	BWA BCU Wealth Advisors Vernon Hills, Illinois	$557K	-$689K	2	0.25%	Reduced