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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
701	RWA Wealth Partners Newton, Massachusetts	$367M	+$14.5M	12	3.52%	Increased
702	Brookstone Capital Management Wheaton, Illinois	$365M	+$28.7M	11	3.66%	Increased
703	Destination Wealth Management Walnut Creek, California	$364M	-$2.16M	8	8.5%	Reduced
704	Associated Banc-Corp Green Bay, Wisconsin	$363M	-$2.35M	7	8.62%	Reduced
705	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$363M	$0	1	22.16%	Maintained
706	Calamos Wealth Management Naperville, Illinois	$362M	-$15.4M	8	10.94%	Reduced
707	BIM Barton Investment Management West Conshohocken, Pennsylvania	$362M	-$1.7M	7	49.03%	Reduced
708	FFM Fisher Funds Management Auckland, New Zealand	$361M	-$8.96M	7	10.27%	Reduced
709	5NCM 59 North Capital Management Houston, Texas	$361M	+$8.97M	2	8.03%	Increased
710	Intermede Investment Partners London, United Kingdom	$360M	-$37.4M	5	15.15%	Reduced
711	SNS Financial Group Minneapolis, Minnesota	$359M	+$318M	7	6.91%	Increased
712	GIG Goodnow Investment Group Darien, Connecticut	$359M	-$16.9M	4	37.25%	Reduced
713	Gradient Investments Arden Hills, Minnesota	$359M	+$1.77M	9	4.95%	Increased
714	Clifford Swan Investment Counsel Pasadena, California	$359M	-$13.9M	8	11.51%	Reduced
715	Arkadios Wealth Advisors Atlanta, Georgia	$358M	+$4.45M	21	5.42%	Increased
716	ROIC Route One Investment Company San Francisco, California	$357M	+$35.5M	2	14.35%	Increased
717	Brevan Howard Capital Management St. Helier, Jersey	$357M	+$103M	43	2.64%	Increased
718	Antipodes Partners Royal Exchange, Australia	$356M	-$52.6M	8	6.53%	Reduced
719	JAFL Jay A. Fishman Ltd Troy, Michigan	$355M	-$5.03M	2	28.29%	Reduced
720	Dana Investment Advisors Waukesha, Wisconsin	$354M	+$17.5M	11	9.21%	Increased
721	Allianz Munich, Germany	$354M	+$6M	15	3.73%	Increased
722	AIA Group Hong Kong	$353M	-$3.94M	14	4.44%	Reduced
723	Summit Financial Parsippany, New Jersey	$352M	+$13.5M	13	3.86%	Increased
724	DPC Dream Peak Capital Hong Kong,	$351M	+$121M	2	34.68%	Increased
725	Marex Group London,	$351M	+$144M	22	1.49%	Increased