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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	MFAM Motley Fool Asset Management Alexandria, Virginia	$314M	+$32.8M	16	16.35%	Increased
702	Greenleaf Trust Kalamazoo, Michigan	$312M	+$1.75M	17	2.84%	Increased
703	Ancora Advisors Cleveland, Ohio	$311M	+$27.9M	25	6.94%	Increased
704	Congress Wealth Management Boston, Massachusetts	$309M	+$15.9M	14	4.25%	Increased
705	BNP Paribas Paris, France	$309M	+$11.7M	16	1.84%	Increased
706	Destination Wealth Management Walnut Creek, California	$308M	-$5.66M	3	9.64%	Reduced
707	Westwood Holdings Group Dallas, Texas	$307M	-$25.4M	5	2.36%	Reduced
708	LCM Logan Capital Management Newtown Square, Pennsylvania	$306M	-$20.8M	12	12.81%	Reduced
709	Signature Estate & Investment Advisors Los Angeles, California	$305M	+$5.18M	7	7.64%	Increased
710	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$305M	$0	1	61.76%	Maintained
711	Lockheed Martin Investment Management Bethesda, Maryland	$304M	+$24.8M	3	12.12%	Increased
712	Marex Group London,	$304M	+$206M	28	5.18%	Increased
713	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$303M	+$40.7M	1	10.03%	Increased
714	Hyperion Asset Management Brisbane, Australia	$303M	-$24M	1	10.03%	Reduced
715	Covea Finance Paris, France	$302M	+$4.96M	3	13.63%	Increased
716	Hardman Johnston Global Advisors Stamford, Connecticut	$302M	-$81.6M	4	12.44%	Reduced
717	First Financial Bankshares Abilene, Texas	$300M	-$1.02M	3	6.49%	Reduced
718	Jericho Capital Asset Management New York	$299M	+$354M	1	4.27%	New
719	III Independent Investors Inc Nesconset, New York	$298M	-$4.08M	3	58.96%	Reduced
720	SL SOF Ltd George Town, Cayman Islands	$298M	$0	1	100%	Maintained
721	GCM Gladstone Capital Management London, United Kingdom	$298M	+$158M	4	24.79%	Increased
722	Atreides Management Boston, Massachusetts	$297M	-$373M	3	6.49%	Reduced
723	Washington Trust Westerly, Rhode Island	$295M	-$9.19M	21	10.6%	Reduced
724	Dana Investment Advisors Waukesha, Wisconsin	$294M	-$4.1M	11	9.71%	Reduced
725	Walleye Trading New York	$294M	+$221M	32	0.62%	Increased