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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
1851	SCA Sage Capital Advisors Sioux Falls, South Dakota	$69M	-$681K	3	14.32%	Reduced
1852	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$69M	+$662	4	10.05%	Increased
1853	KJWM Kiley Juergens Wealth Management Olympia, Washington	$69M	-$1.49M	6	10.8%	Reduced
1854	LSCM Light Street Capital Management Palo Alto, California	$69M	+$20.8M	3	7.64%	Increased
1855	PP PDS Planning Dublin, Ohio	$68.7M	+$965K	15	3.98%	Increased
1856	GGI Godsey & Gibb Inc Richmond, Virginia	$68.6M	-$1.62M	7	5.63%	Reduced
1857	CIA Covington Investment Advisors Ligonier, Pennsylvania	$68.5M	+$1.65M	3	8.85%	Increased
1858	SWM Stockman Wealth Management Billings, Montana	$68.4M	-$2.63M	5	7.07%	Reduced
1859	CANC Culbertson A N & Co Charlottesville, Virginia	$68.4M	-$368K	4	7.97%	Reduced
1860	1SB 1ST Source Bank South Bend, Indiana	$68.4M	+$71.7K	7	3.1%	Increased
1861	PIM Progressive Investment Management Lake Oswego, Oregon	$68.2M	-$970K	2	15.01%	Reduced
1862	BWP Burling Wealth Partners Chicago, Illinois	$68.2M	+$267K	3	9.98%	Increased
1863	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$67.9M	-$6.61M	7	3.63%	Reduced
1864	FFP FourThought Financial Partners Venice, Florida	$67.8M	+$153K	8	5.23%	Increased
1865	Discovery Capital Management South Norwalk, Connecticut	$67.8M	+$18.8M	4	2.81%	Increased
1866	Meiji Yasuda Life Insurance Tokyo, Japan	$67.7M	-$4.88M	8	2.25%	Reduced
1867	NFSG Newbridge Financial Services Group Boca Raton, Florida	$67.5M	+$4.52M	24	8.35%	Increased
1868	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$67.5M	-$2.45M	5	8.02%	Reduced
1869	IFWM Institute for Wealth Management Denver, Colorado	$67.4M	-$101K	27	5.95%	Reduced
1870	WSCM Wellington Shields Capital Management New York	$67.3M	+$6.38M	7	8.54%	Increased
1871	KAS Kemnay Advisory Services New York	$67.3M	+$12.9M	22	8.51%	Increased
1872	AGAM Avalon Global Asset Management San Francisco, California	$67.3M	+$8.84M	4	7.34%	Increased
1873	GCA Greenwood Capital Associates Greenwood, South Carolina	$67.3M	+$646K	5	6.6%	Increased
1874	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$67.3M	+$459K	11	7.58%	Increased
1875	PIM Platinum Investment Management Sydney Australia 2000, Australia	$67.3M	+$363K	7	16.53%	Increased