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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
1251	Soltis Investment Advisors St. George, Utah	$134M	-$5.58M	9	7.48%	Reduced
1252	AlTi Global New York	$134M	-$19.1M	10	2.77%	Reduced
1253	Lee, Danner & Bass Nashville, Tennessee	$134M	-$1.88M	6	7.72%	Reduced
1254	CMI Clare Market Investments Dallas, Texas	$134M	-$277K	6	24.41%	Reduced
1255	Osborne Partners Capital Management San Francisco, California	$133M	-$34.7M	5	7.41%	Reduced
1256	Centaurus Financial Anaheim, California	$133M	-$5.73M	14	5.14%	Reduced
1257	Pure Financial Advisors San Diego, California	$133M	+$4.89M	9	1.69%	Increased
1258	Community Bank Dewitt, New York	$133M	-$488K	8	14.33%	Reduced
1259	CX Institutional Auburn, Indiana	$133M	+$390K	24	3.83%	Increased
1260	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$133M	+$12.1M	16	9.98%	Increased
1261	Next Century Growth Investors Plymouth, Minnesota	$132M	-$5.17M	5	7.02%	Reduced
1262	Group One Trading Chicago, Illinois	$132M	+$48M	67	0.19%	Increased
1263	Essex Financial Services Essex, Connecticut	$132M	+$287K	12	6.58%	Increased
1264	WestEnd Advisors Charlotte, North Carolina	$132M	-$10.9M	11	2.94%	Reduced
1265	MTC McDaniel Terry & Co Austin, Texas	$132M	-$1.44M	5	10.31%	Reduced
1266	Apella Capital West Hartford, Connecticut	$132M	+$3.58M	7	1.86%	Increased
1267	CenterBook Partners Greenwich, Connecticut	$131M	-$5.87M	22	6.46%	Reduced
1268	MIM Marco Investment Management Atlanta, Georgia	$131M	-$2.92M	5	8.64%	Reduced
1269	6CM 683 Capital Management New York	$131M	-$5.83M	7	6.44%	Reduced
1270	BA Birinyi Associates Westport, Connecticut	$131M	-$1000K	3	31.01%	Reduced
1271	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$131M	+$13.4M	5	12.65%	Increased
1272	Welch Group Birmingham, Alabama	$131M	-$41.2K	5	4.46%	Reduced
1273	American National Bank & Trust Wichita Falls, Texas	$130M	-$3.02M	10	11.15%	Reduced
1274	IA Integrity Alliance Urbandale, Iowa	$130M	+$2.03M	12	4.07%	Increased
1275	Osterweis Capital Management San Francisco, California	$130M	+$53.9M	5	6.13%	Increased