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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
1526	German American Bancorp Jasper, Indiana	$97.1M	-$921K	3	7.3%	Reduced
1527	ARS Investment Partners New York	$97.1M	-$43.1M	2	4.24%	Reduced
1528	DDD Partners Bellevue, Washington	$97M	+$4.56M	7	6.05%	Increased
1529	Oakworth Capital Birmingham, Alabama	$96.9M	-$1.39M	11	4.61%	Reduced
1530	Heritage Trust Oklahoma City, Oklahoma	$96.8M	-$170K	5	8.39%	Reduced
1531	EULAV Asset Management Sarasota, Florida	$96.7M	+$19.1M	6	3.09%	Increased
1532	CCM Investment Advisers Columbia, South Carolina	$96.6M	+$2.97M	3	7.47%	Increased
1533	LWM Long Walk Management Greenwich, Connecticut	$96.6M	+$6.08M	3	21.9%	Increased
1534	Payden & Rygel Los Angeles, California	$96.3M	+$36.9M	3	7.39%	Increased
1535	Rice Hall James & Associates San Diego, California	$96.2M	+$13.9M	12	4.68%	Increased
1536	Granite Bay Wealth Management Portsmouth, New Hampshire	$96.1M	+$73.5M	4	8.85%	Increased
1537	Angeles Wealth Management Santa Monica, California	$96.1M	+$9.6M	14	4.39%	Increased
1538	CIP Champlain Investment Partners Burlington, Vermont	$96.1M	-$130M	3	2.47%	Reduced
1539	UAM UAS Asset Management New York	$96.1M	-$4.25M	2	20.7%	Reduced
1540	Red Door Wealth Management Memphis, Tennessee	$96M	-$477K	5	8.77%	Reduced
1541	Greatmark Investment Partners Columbus, Georgia	$95.9M	-$6.64M	8	10.58%	Reduced
1542	Beacon Investment Advisory Services Morristown, New Jersey	$95.8M	-$2.92M	15	3.56%	Reduced
1543	Bridgewater Advisors New York	$95.8M	+$2.84M	11	5.22%	Increased
1544	Apriem Advisors Irvine, California	$95.6M	+$902K	4	8.28%	Increased
1545	Klingman & Associates New York	$95.4M	-$1.19M	8	4.06%	Reduced
1546	LA LM Advisors San Diego, California	$95.3M	+$89.2M	8	11%	Increased
1547	Sora Investors Bryn Mawr, Pennsylvania	$95.3M	+$3.65M	4	7.31%	Increased
1548	M.D. Sass LLC New York	$95.3M	+$34.1M	1	6.23%	Increased
1549	CC Courier Capital Buffalo, New York	$95.1M	-$3.65M	8	4.75%	Reduced
1550	Centric Wealth Management Chicago, Illinois	$95M	+$35.3M	6	14.77%	Increased