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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
6601	OFG Orcam Financial Group Encinitas, California	$549K	+$200K	2	0.48%	Increased
6602	SIA Stegner Investment Associates Louisville, Kentucky	$544K	$0	1	0.33%	Maintained
6603	TCM Twele Capital Management Minnetonka, Minnesota	$542K	-$40.2K	1	0.11%	Reduced
6604	SRB Shotwell Rutter Baer Lansing, Michigan	$536K	$0	1	0.36%	Maintained
6605	RF rebel Financial Groveport, Ohio	$535K	+$524K	2	0.24%	New
6606	KWM KMT Wealth Management El Segundo, California	$533K	$0	1	0.31%	Maintained
6607	FOFP Fee-Only Financial Planning Okatie, South Carolina	$530K	+$287K	1	0.33%	Increased
6608	EF Envision Financial Brookfield, Wisconsin	$528K	+$51.9K	1	0.35%	Increased
6609	BC Bulwark Capital Fernandina Beach, Florida	$523K	+$513K	2	0.44%	New
6610	LFA Longview Financial Advisors Huntsville, Alabama	$522K	+$272K	1	0.44%	Increased
6611	CWM Capital Wealth Management W. Warwick, Rhode Island	$521K	-$2.02K	1	0.19%	Reduced
6612	CAM CenterStar Asset Management Chicago, Illinois	$521K	-$434K	2	0.12%	Reduced
6613	BS Brighton Securities Rochester, New York	$519K	-$241K	2	0.28%	Reduced
6614	IA IFS Advisors Overland Park, Kansas	$518K	-$92.2K	6	0.39%	Reduced
6615	VF Vestment Financial Chanhassen, Minnesota	$514K	-$20.2K	1	0.33%	Reduced
6616	EFG Erickson Financial Group Allentown, Pennsylvania	$511K	-$15.3K	1	0.35%	Reduced
6617	LWP Laurel Wealth Planning Edina, Minnesota	$510K	-$5.66K	1	0.29%	Reduced
6618	JBW Journey Beyond Wealth Roswell, Georgia	$505K	$0	2	0.43%	Maintained
6619	BFA Bluestem Financial Advisors Champaign, Illinois	$502K	-$83K	1	0.22%	Reduced
6620	SG Straightline Group Troy, Michigan	$499K	+$16.7K	1	0.31%	Increased
6621	HA Hanover Advisors Seneca, South Carolina	$498K	+$13.3K	2	0.2%	Increased
6622	FCM Fairholme Capital Management South Miami, Florida	$495K	$0	1	0.04%	Maintained
6623	JCM JAT Capital Management Greenwich, Connecticut	$494K	+$490K	1	1.62%	New
6624	RWM Riverchase Wealth Management Flower Mound, Texas	$493K	$0	1	0.31%	Maintained
6625	GFA Gladwyn Financial Advisors Chantilly, Virginia	$492K	+$457K	2	0.38%	New