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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
1476	WG Wealth Group Raleigh, North Carolina	$102M	+$78.6M	4	25.46%	Increased
1477	ArrowMark Colorado Holdings Denver, Colorado	$102M	-$155M	10	4.25%	Reduced
1478	Gryphon Financial Partners Columbus, Ohio	$102M	+$2.95M	11	8.97%	Increased
1479	Graham Capital Management Rowayton, Connecticut	$102M	-$39.9M	30	1.85%	Reduced
1480	Ausdal Financial Partners Davenport, Iowa	$102M	+$649K	11	3.97%	Increased
1481	Cypress Capital Group Palm Beach, Florida	$102M	+$6.33M	9	9.48%	Increased
1482	TCOT Trust Company of Toledo Holland, Ohio	$101M	-$146K	14	8.45%	Reduced
1483	TD Private Client Wealth New York	$101M	+$2.65M	38	1.86%	Increased
1484	S Siemens Munich, Germany	$101M	+$75M	1	20.52%	New
1485	Spinnaker Trust Portland, Maine	$101M	+$3.08M	6	4.91%	Increased
1486	GCCM Green Court Capital Management Hong Kong	$101M	+$56.6M	2	86.38%	Increased
1487	Rossmore Private Capital Glastonbury, Connecticut	$101M	+$2.9M	5	8.15%	Increased
1488	Confluence Wealth Services Mcmurray, Pennsylvania	$101M	+$32.3M	7	2.88%	Increased
1489	Emerald Investment Advisers Leola, Pennsylvania	$100M	+$5.76M	4	6.68%	Increased
1490	Verdence Capital Advisors Hunt Valley, Maryland	$100M	-$1.31M	14	5.26%	Reduced
1491	CoreCap Advisors Southfield, Michigan	$100M	+$9.09M	44	2.95%	Increased
1492	Generali Investments CEE Prague, Czech Republic	$100M	-$4.9M	13	4.75%	Reduced
1493	Petrus Trust Company Dallas, Texas	$100M	-$12.9M	3	9.4%	Reduced
1494	Silicon Valley Capital Partners San Jose, California	$100M	-$207K	9	8.09%	Reduced
1495	Lighthouse Investment Partners Palm Beach Gardens, Florida	$100M	+$15.4M	18	2.73%	Increased
1496	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$99.5M	-$7.62K	11	2.16%	Reduced
1497	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$99.3M	+$1.63M	7	5.62%	Increased
1498	WDA Wendell David Associates Portsmouth, New Hampshire	$99.2M	+$1.54M	6	10.48%	Increased
1499	Alerus Financial Grand Forks, North Dakota	$99.2M	-$501K	10	4.34%	Reduced
1500	Technology Crossover Management IX Menlo Park, California	$99.2M	$0	2	14.38%	Maintained