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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
1701	VM Venator Management Pittsburgh, Pennsylvania	$79.4M	-$638K	2	17.88%	Reduced
1702	Southeast Asset Advisors Thomasville, Georgia	$79.3M	-$697K	5	8.05%	Reduced
1703	Parsifal Capital Management Greenwich, Connecticut	$79.2M	+$11.6M	2	9.59%	Increased
1704	Harbour Trust & Investment Management Michigan City, Indiana	$79.2M	-$3.16M	4	7.62%	Reduced
1705	KWMG King Wealth Management Group Naples, Florida	$79.2M	-$480K	4	8.66%	Reduced
1706	Quinn Opportunity Partners Charlottesville, Virginia	$79.1M	-$4.92M	18	3.67%	Reduced
1707	JGC J. Goldman & Co New York	$79M	-$27.8M	12	2.04%	Reduced
1708	CAM Columbia Asset Management Ann Arbor, Michigan	$78.9M	-$3.62M	4	13.72%	Reduced
1709	CastleKnight Management New York	$78.9M	+$19.8M	10	1.07%	Increased
1710	ODDO BHF Asset Management Paris, France	$78.6M	-$142M	7	3.64%	Reduced
1711	Sawgrass Asset Management Ponte Vedra Beach, Florida	$78.5M	-$7.46M	3	10.36%	Reduced
1712	IFG Advisory Atlanta, Georgia	$78.4M	+$79.1M	26	2.75%	Increased
1713	KC Knuff & Co Foster City, California	$78.4M	+$7.28M	7	19.85%	Increased
1714	Naples Global Advisors Naples, Florida	$78.4M	+$1.67M	8	4.83%	Increased
1715	TGAM TBH Global Asset Management Brentwood, Tennessee	$78.3M	-$185K	8	14.34%	Reduced
1716	LCM Lazari Capital Management Woodland Hills, California	$78.2M	+$505K	7	24.09%	Increased
1717	Levin Capital Strategies New York	$78.1M	+$2.45M	6	5.24%	Increased
1718	CF Cypress Funds Los Angeles, California	$78M	-$31.3M	3	24.83%	Reduced
1719	Galvin Gaustad & Stein Scottsdale, Arizona	$77.9M	+$1.48M	7	5.75%	Increased
1720	SWA SOA Wealth Advisors New York	$77.7M	-$116K	14	13.06%	Reduced
1721	Legacy Advisors Plymouth Meeting, Pennsylvania	$77.6M	+$11.5M	11	7.25%	Increased
1722	Robinhood Asset Management Menlo Park, California	$77.5M	-$4.37M	3	4.15%	Reduced
1723	Mirador Capital Partners Pleasanton, California	$77.5M	+$1.02M	7	9.48%	Increased
1724	LCAM Long Corridor Asset Management Hong Kong	$77.3M	-$47.9K	6	23.32%	Reduced
1725	FAS Wealth Partners Leawood, Kansas	$77.1M	+$1.81M	5	4.02%	Increased