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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
1501	Koch Inc Wichita, Kansas	$99.1M	$0	1	9.06%	Maintained
1502	Deltec Asset Management New York	$98.9M	+$16.5M	10	14.61%	Increased
1503	TCMV Technology Crossover Management VIII Menlo Park, California	$98.9M	$0	3	28.58%	Maintained
1504	K.J. Harrison & Partners Toronto, Ontario, Canada	$98.9M	+$15.8M	13	14.01%	Increased
1505	Dillon & Associates Jackson, Michigan	$98.7M	+$235K	3	12.08%	Increased
1506	UWP Uniting Wealth Partners Mission, Kansas	$98.7M	-$2.47M	3	20.04%	Reduced
1507	Fragasso Financial Advisors Sewickley, Pennsylvania	$98.7M	+$553K	7	5.25%	Increased
1508	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$98.6M	-$22.7M	11	1.87%	Reduced
1509	Mark Asset Management New York	$98.6M	-$1.92M	2	6.63%	Reduced
1510	Frec Markets Inc San Francisco, California	$98.5M	+$25.7M	25	8.84%	Increased
1511	Bogart Wealth LLC Mclean, Virginia	$98.5M	+$6.31M	35	3.38%	Increased
1512	SAM Shikiar Asset Management New York	$98.4M	-$1.93M	2	24.87%	Reduced
1513	Provident Investment Management Novi, Michigan	$98.4M	+$24.7M	5	9.56%	Increased
1514	Punch & Associates Investment Management Edina, Minnesota	$98M	+$4.24M	4	4.85%	Increased
1515	Washington Trust Bank Spokane, Washington	$98M	-$14.6M	3	6.85%	Reduced
1516	SAM SP Asset Management Cupertino, California	$97.8M	+$1.4M	4	7.84%	Increased
1517	StepStone Group La Jolla, California	$97.8M	+$274	2	4.53%	Increased
1518	Zhang Financial Portage, Michigan	$97.8M	+$3.5M	8	2.86%	Increased
1519	Abner Herrman & Brock Jersey City, New Jersey	$97.6M	+$4.64M	3	9.27%	Increased
1520	Guinness Asset Management London, United Kingdom	$97.3M	-$9.8M	5	1.65%	Reduced
1521	Strategic Planning Group Bountiful, Utah	$97.3M	+$1.55M	3	10.6%	Increased
1522	Smith Group Asset Management Dallas, Texas	$97.2M	+$275K	6	3.96%	Increased
1523	MP Marcho Partners London, United Kingdom	$97.2M	+$29M	3	55.25%	Increased
1524	SW Solidarity Wealth Lehi, Utah	$97.1M	-$8.79M	5	16.92%	Reduced
1525	Vision Capital Management Portland, Oregon	$97.1M	-$933K	5	11.09%	Reduced