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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
1876	AWM Accurate Wealth Management Wesley Chapel, Florida	$67.2M	+$2.95M	7	6.41%	Increased
1877	JAG Journey Advisory Group Covington, Kentucky	$67M	+$3.11M	6	5.12%	Increased
1878	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$67M	-$246K	6	9.85%	Reduced
1879	RP Rowlandmiller & Partners Atlanta, Georgia	$66.9M	-$1.12M	5	12.2%	Reduced
1880	ECM Estabrook Capital Management New York	$66.9M	-$673K	7	9.06%	Reduced
1881	GLCM Greenlea Lane Capital Management Weston, Connecticut	$66.8M	-$8.08M	1	18.35%	Reduced
1882	AO Advisor OS Chicago, Illinois	$66.8M	-$2.73M	10	4.46%	Reduced
1883	PCS Personal CFO Solutions Chester, New Jersey	$66.7M	+$1.94M	10	9.64%	Increased
1884	FNA First National Advisers Omaha, Nebraska	$66.7M	-$6.45M	5	9.37%	Reduced
1885	KCPG Kavar Capital Partners Group Leawood, Kansas	$66.6M	+$1.42M	4	8.2%	Increased
1886	MIC Maxi Investments CY Limassol, Cyprus	$66.5M	-$9.37M	6	13.47%	Reduced
1887	GC Garde Capital Seattle, Washington	$66.5M	-$4.77M	6	2.98%	Reduced
1888	Avantax Planning Partners Dubuque, Iowa	$66.4M	-$358K	7	1.65%	Reduced
1889	TWC The Woodbridge Company Toronto, Ontario, Canada	$66.4M	$0	2	0.26%	Maintained
1890	AF Advisornet Financial Minnetonka, Minnesota	$66.3M	+$4.47M	30	3.03%	Increased
1891	DG DigitalBridge Group Boca Raton, Florida	$66.2M	-$5.4M	1	3.96%	Reduced
1892	PPW Parcion Private Wealth Bellevue, Washington	$66.2M	+$1.19M	7	3.68%	Increased
1893	Findlay Park Partners London, United Kingdom	$66.2M	-$1.91M	1	0.89%	Reduced
1894	TPC Tiger Pacific Capital New York	$66.1M	-$1.78M	2	30.28%	Reduced
1895	KCM Kathmere Capital Management Wayne, Pennsylvania	$66M	+$1.32M	14	3.49%	Increased
1896	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$65.9M	-$3.44M	2	4.91%	Reduced
1897	Y.D. More Investments Ramat Gan, Israel	$65.9M	+$17.5M	8	2.05%	Increased
1898	BAM BOCHK Asset Management Hong Kong	$65.9M	+$8.19M	6	10.39%	Increased
1899	ACM Arthedge Capital Management Jericho, New York	$65.8M	+$5.53M	4	41%	Increased
1900	JC JBF Capital Aspen, Colorado	$65.8M	+$1.01M	4	8.61%	Increased