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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
1576	Amica Mutual Insurance Providence, Rhode Island	$92M	-$4.19M	3	7.67%	Reduced
1577	KC Keenan Capital Burlingame, California	$92M	+$28.2M	2	18.19%	Increased
1578	Blue Fin Capital Warren, Rhode Island	$91.9M	+$706K	4	13.28%	Increased
1579	Biondo Investment Advisors Milford, Pennsylvania	$91.6M	-$6.57M	4	11.22%	Reduced
1580	GenTrust Miami, Florida	$91.6M	+$5.39M	6	3.52%	Increased
1581	AA Auxano Advisors Bellevue, Washington	$91.6M	-$10.3M	4	17.35%	Reduced
1582	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$91.3M	$0	3	20.49%	Maintained
1583	Smead Capital Management Phoenix, Arizona	$91.2M	-$102M	1	1.96%	Reduced
1584	Auto-Owners Insurance Lansing, Michigan	$91.1M	-$17.1M	3	2.06%	Reduced
1585	Campbell Newman Asset Management Milwaukee, Wisconsin	$91M	-$6.93M	2	6.76%	Reduced
1586	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$91M	-$3.98M	3	3.74%	Reduced
1587	Delta Asset Management Memphis, Tennessee	$90.9M	-$842K	12	7.86%	Reduced
1588	Steigerwald Gordon & Koch Leesburg, Virginia	$90.9M	-$3.06M	12	9.01%	Reduced
1589	Barlow Wealth Partners Louisville, Kentucky	$90.6M	-$67.3K	8	9.79%	Reduced
1590	Legacy Private Trust Neenah, Wisconsin	$90.6M	-$3.02M	6	5.02%	Reduced
1591	Aspiriant LLC Los Angeles, California	$90.5M	+$3.21M	4	2.23%	Increased
1592	IQ EQ Fund Management Dublin 2, Ireland	$90.3M	+$653K	6	5.76%	Increased
1593	Sessa Capital New York	$90.2M	$0	1	1.51%	Maintained
1594	Griffin Asset Management New York	$90M	-$3.12M	7	9.48%	Reduced
1595	Nations Financial Group Cedar Rapids, Iowa	$89.9M	+$1.59M	9	4.3%	Increased
1596	Sandhill Capital Partners Buffalo, New York	$89.9M	-$5.94M	3	7.31%	Reduced
1597	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$89.6M	+$2.75M	4	14%	Increased
1598	CFO4Life Group Coppell, Texas	$89.4M	+$279K	5	12.04%	Increased
1599	Teamwork Financial Advisors San Antonio, Texas	$89.4M	-$1.57M	5	8.11%	Reduced
1600	Capital Asset Advisory Services Williamston, Michigan	$89.3M	+$2.36M	15	3.23%	Increased