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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
6976	ACM Arrington Capital Management Miami, Florida	$965K	$0	1	0.59%	Maintained
6977	LAM Lountzis Asset Management Wyomissing, Pennsylvania	$964K	+$463K	1	0.3%	Increased
6978	SC Schoolcraft Capital Boulder, Colorado	$962K	$0	2	0.17%	Maintained
6979	SIA Stegner Investment Associates Louisville, Kentucky	$961K	+$149K	1	0.46%	Increased
6980	AIS American Investment Services Great Barrington, Massachusetts	$960K	$0	2	0.2%	Maintained
6981	BWA BCU Wealth Advisors Vernon Hills, Illinois	$959K	+$57.1K	3	0.32%	Increased
6982	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$955K	-$26.9K	5	0.37%	Reduced
6983	DLP De Lisle Partners Poole, United Kingdom	$953K	$0	1	0.1%	Maintained
6984	CCM Courage Capital Management Nashville, Tennessee	$953K	$0	1	1.42%	Maintained
6985	PA Prossimo Advisors San Luis Obispo, California	$953K	+$40.7K	2	5.5%	Increased
6986	BOC Bull Oak Capital San Diego, California	$950K	+$592K	1	0.32%	Increased
6987	OP Oldfield Partners London, United Kingdom	$948K	+$152K	1	0.23%	Increased
6988	QHA Quarry Hill Advisors St Paul, Minnesota	$945K	+$50.3K	1	0.36%	Increased
6989	SB Semitam Bonam Goshen, New York	$942K	+$50.9K	2	0.69%	Increased
6990	BM Belfer Management New York	$937K	$0	1	15.53%	Maintained
6991	AAMC Asset Allocation & Management Company Chicago, Illinois	$933K	-$1.04M	2	0.3%	Reduced
6992	FG Foresight Group London, United Kingdom	$930K	+$85.2K	1	0.17%	Increased
6993	VFS Valpey Financial Services Concord, New Hampshire	$927K	-$29.2K	1	0.55%	Reduced
6994	WW Winnow Wealth Waco, Texas	$927K	+$224K	3	0.63%	Increased
6995	CCP Caden Capital Partners Santa Monica, California	$925K	+$68.8K	4	11.14%	Increased
6996	Bellevue Group Kuesnacht, Switzerland	$923K	-$1.3M	2	0.02%	Reduced
6997	MWM McCartney Wealth Management Clayton, Missouri	$917K	+$14.3K	2	0.7%	Increased
6998	SPA Sound Portfolio Advisors Mystic, Connecticut	$896K	-$31.4K	2	0.64%	Reduced
6999	AWA American Wealth Advisors Johns Creek, Georgia	$895K	+$572	2	0.84%	Increased
7000	XAU XP Advisory US Miami, Florida	$895K	+$992K	3	0.49%	New