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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
751	LCM Logan Capital Management Newtown Square, Pennsylvania	$263M	-$7.82M	13	11.95%	Reduced
752	Peregrine Capital Management Minneapolis, Minnesota	$263M	+$3.15M	8	8.72%	Increased
753	HC Henshaw Capital Woburn, Massachusetts	$262M	+$1.37M	8	11.56%	Increased
754	Washington Trust Westerly, Rhode Island	$262M	-$7M	20	10.04%	Reduced
755	III Independent Investors Inc Nesconset, New York	$262M	-$3.09M	5	55.56%	Reduced
756	Dana Investment Advisors Waukesha, Wisconsin	$262M	-$7.45M	13	9.38%	Reduced
757	Meyer Handelman Company Rye Brook, New York	$261M	-$920K	7	9.11%	Reduced
758	NP NS Partners London, United Kingdom	$261M	+$19.8M	5	11.47%	Increased
759	Brookstone Capital Management Wheaton, Illinois	$261M	-$321K	8	3.74%	Reduced
760	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$260M	+$6.77M	13	7.66%	Increased
761	National Philanthropic Trust Jenkintown, Pennsylvania	$259M	+$53.5M	10	4.18%	Increased
762	Citizens Financial Group Providence, Rhode Island	$259M	-$74.4M	13	5.1%	Reduced
763	Old National Bancorp Evansville, Indiana	$258M	+$14.9M	12	6.79%	Increased
764	LCG Luxor Capital Group New York	$258M	+$87.4M	10	14.73%	Increased
765	PGP Prescott General Partners Boca Raton, Florida	$258M	$0	3	19.66%	Maintained
766	WAM WT Asset Management Hong Kong	$258M	+$50.2M	7	30.11%	Increased
767	Savant Capital Rockford, Illinois	$257M	-$68.9M	16	2.17%	Reduced
768	Jefferies Financial Group New York	$255M	-$318M	31	2.25%	Reduced
769	Lockheed Martin Investment Management Bethesda, Maryland	$253M	-$16.1M	3	10.3%	Reduced
770	SCA Snowden Capital Advisors New York	$253M	+$1.59M	23	8.09%	Increased
771	SAM Shell Asset Management The Hague, Netherlands	$253M	-$9.24M	32	11.99%	Reduced
772	Becker Capital Management Portland, Oregon	$252M	-$9.07M	4	8.3%	Reduced
773	Dakota Wealth Management Palm Beach Gardens, Florida	$251M	+$283K	13	5.87%	Increased
774	Atreides Management Boston, Massachusetts	$251M	+$23M	4	7.61%	Increased
775	HCM HMI Capital Management San Francisco, California	$250M	-$6.57M	1	13.58%	Reduced