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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
1776	KP Keel Point Huntsville, Alabama	$73.4M	+$1.88M	14	4.33%	Increased
1777	Csenge Advisory Group Clearwater, Florida	$73.4M	-$488K	10	2.98%	Reduced
1778	B Bensler Bellevue, Washington	$73.3M	-$6.55M	6	6.48%	Reduced
1779	CCA Checchi Capital Advisers Beverly Hills, California	$73.3M	-$922K	12	3.3%	Reduced
1780	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$73.2M	$0	1	16.31%	Maintained
1781	SageView Advisory Group Newport Beach, California	$73.2M	-$1.01M	6	2.4%	Reduced
1782	BCM Bronte Capital Management Bondi Junction, Australia	$73.2M	-$5.15M	4	7.86%	Reduced
1783	NG NatWest Group Edinburgh, Scotland, United Kingdom	$73.2M	+$7.88M	4	13.06%	Increased
1784	SCM Steadview Capital Management London, United Kingdom	$73.1M	-$18M	2	21.98%	Reduced
1785	PCMH Polymer Capital Management (HK) Hong Kong	$73.1M	-$15.3M	16	3.7%	Reduced
1786	CCM Conway Capital Management Burbank, California	$73M	-$846K	3	32.51%	Reduced
1787	SA Strategic Advisors New York	$72.9M	-$18.6M	5	15.95%	Reduced
1788	BFG Berger Financial Group Plymouth, Minnesota	$72.9M	-$2.19M	5	3.72%	Reduced
1789	EHMS Empower Harvest Management Services Grand Cayman, Cayman Islands	$72.8M	$0	1	100%	Maintained
1790	RMC Resources Management Corp West Hartford, Connecticut	$72.8M	-$2.82M	6	9.17%	Reduced
1791	TTWM TCV Trust & Wealth Management Richmond, Virginia	$72.5M	-$209K	4	5.5%	Reduced
1792	CHC City Holding Co Charleston, West Virginia	$72.5M	-$354K	10	8.2%	Reduced
1793	SG StoneX Group New York	$72.5M	+$8.93M	20	2.92%	Increased
1794	SummitTX Capital Fort Worth, Texas	$72.5M	+$33.4M	15	1.87%	Increased
1795	IWA Icon Wealth Advisors Houston, Texas	$72.5M	+$11.5M	10	4.36%	Increased
1796	CAM Cozad Asset Management Champaign, Illinois	$72.4M	-$284K	4	4.68%	Reduced
1797	Tema ETFs New York	$72.3M	+$7.25M	14	2.34%	Increased
1798	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$72.2M	+$134K	7	10.62%	Increased
1799	PWW Pettyjohn Wood & White Lynchburg, Virginia	$72.1M	-$99.7K	5	10.49%	Reduced
1800	IP Isthmus Partners Madison, Wisconsin	$72M	+$12.6M	6	6.96%	Increased