← All themes

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
826	MA Mutual Advisors Omaha, Nebraska	$281M	+$7.53M	15	5.29%	Increased
827	Canada Post Corporation Pension Plan Toronto, Canada	$281M	+$8.35M	15	9.8%	Increased
828	Axxcess Wealth Management Carlsbad, California	$280M	+$16.2M	13	4.45%	Increased
829	NorthRock Partners Minneapolis, Minnesota	$276M	-$2.36M	12	4%	Reduced
830	TCOV Trust Company of Vermont Brattleboro, Vermont	$275M	+$279M	20	10.27%	New
831	SL SOF Ltd George Town, Cayman Islands	$274M	$0	1	100%	Maintained
832	Klingenstein Fields & Co New York	$274M	+$693K	5	9.6%	Increased
833	Hantz Financial Services Southfield, Michigan	$274M	-$11.6M	44	3.71%	Reduced
834	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$272M	-$857K	5	15.61%	Reduced
835	KCM Kensico Capital Management Greenwich, Connecticut	$272M	-$147M	2	4.67%	Reduced
836	SPC Stony Point Capital New York	$272M	+$8.49M	4	17.68%	Increased
837	TS Triglav Skladi Ljubljana, Slovenia	$272M	+$13.7M	7	14.31%	Increased
838	HCP Hexagon Capital Partners Rogers, Arkansas	$272M	-$7.69M	8	38.19%	Reduced
839	Lockheed Martin Investment Management Bethesda, Maryland	$272M	-$36.4M	3	10.74%	Reduced
840	Diversify Advisory Services Sandy, Utah	$271M	+$190M	17	4.54%	Increased
841	Diversify Wealth Management Sandy, Utah	$271M	+$10.5M	17	4.54%	Increased
842	Independent Financial Group San Diego, California	$271M	+$1.83M	17	5.07%	Increased
843	IFP Advisors Tampa, Florida	$270M	+$3.12M	81	4.87%	Increased
844	CK Cohen Klingenstein New York	$269M	-$326K	6	7.7%	Reduced
845	Kornitzer Capital Management Shawnee Mission, Kansas	$268M	-$35.1M	12	5.6%	Reduced
846	Wilmington Savings Fund Society Wilmington, Delaware	$268M	-$1.94M	26	5.98%	Reduced
847	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$268M	+$25.8M	2	28.73%	Increased
848	FAB First American Bank Dundee, Illinois	$267M	+$75.9K	3	14.94%	Increased
849	TC Torno Capital Cohasset, Massachusetts	$267M	+$280M	2	7.7%	New
850	Addenda Capital Montreal, Quebec, Canada	$267M	+$11.1M	6	7.26%	Increased