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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
1826	DAM Draper Asset Management Smithtown, New York	$70.3M	-$50.2K	3	35.58%	Reduced
1827	SFO Stokes Family Office New Orleans, Louisiana	$70.3M	-$6.02M	7	8.2%	Reduced
1828	COLIM City of London Investment Management London, United Kingdom	$70.3M	+$7.84M	1	4.23%	Increased
1829	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$70.2M	-$279K	9	20.98%	Reduced
1830	GMF Grace & Mercy Foundation New York	$70.1M	-$6.7M	3	17.44%	Reduced
1831	GBT Grove Bank & Trust Miami, Florida	$70M	+$2.37M	21	6.94%	Increased
1832	BI BBFIT Investments Singapore,	$70M	$0	1	6.36%	Maintained
1833	JPWM Jamison Private Wealth Management Milton, Georgia	$69.9M	+$3.59M	6	7.06%	Increased
1834	Balentine LLC Atlanta, Georgia	$69.8M	+$3.65M	7	2.48%	Increased
1835	SCM SG Capital Management Chicago, Illinois	$69.8M	-$21.2M	3	5.76%	Reduced
1836	JWM Jessup Wealth Management Dayton, Ohio	$69.7M	+$1.41M	6	20.8%	Increased
1837	MAMHA MY.Alpha Management HK Advisors Hong Kong	$69.7M	+$27.4M	3	26.85%	Increased
1838	AIM Anchor Investment Management Columbia, South Carolina	$69.7M	-$421K	22	5.24%	Reduced
1839	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$69.6M	-$1.44M	5	10.82%	Reduced
1840	MIM Manitou Investment Management Toronto, Ontario, Canada	$69.6M	-$10.8M	3	12.94%	Reduced
1841	PTC Private Trust Company Cleveland, Ohio	$69.3M	+$184K	40	5.54%	Increased
1842	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$69.3M	+$31.1M	14	8.03%	Increased
1843	Advisory Alpha Holland, Michigan	$69.3M	+$1.95M	7	1.7%	Increased
1844	MA MONECO Advisors Fairfield, Connecticut	$69.2M	+$14.8M	7	4.23%	Increased
1845	CCM Canal Capital Management Richmond, Virginia	$69.2M	-$3.16M	9	8.45%	Reduced
1846	CT Colonial Trust Spartanburg, South Carolina	$69.1M	-$1.71M	21	8.75%	Reduced
1847	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$69.1M	+$1.27M	3	0.91%	Increased
1848	AAIM Asset Advisors Investment Management Augusta, Georgia	$69.1M	-$1.14M	3	6.34%	Reduced
1849	NW Naviter Wealth Little Rock, Arkansas	$69.1M	+$12.9M	5	6.27%	Increased
1850	Advent International Boston, Massachusetts	$69M	+$72.7M	1	0.39%	New