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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
1926	PAS Professional Advisory Services Vero Beach, Florida	$63.8M	-$847K	4	7.63%	Reduced
1927	WAM Winslow Asset Management Beachwood, Ohio	$63.7M	+$4.67M	5	11.08%	Increased
1928	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$63.7M	+$46.4M	4	3.07%	Increased
1929	SIC SFE Investment Counsel Los Angeles, California	$63.6M	+$4.26M	7	8.57%	Increased
1930	SFP Shepherd Financial Partners Winchester, Massachusetts	$63.6M	-$310K	4	5.22%	Reduced
1931	PL Parthenon LLC Louisville, Kentucky	$63.4M	+$3.56K	5	6.59%	Increased
1932	NRC New Republic Capital Charlotte, North Carolina	$63.4M	+$41.2M	5	14.6%	Increased
1933	BWM Buckley Wealth Management Las Vegas, Nevada	$63.3M	-$512K	2	15.67%	Reduced
1934	AOWM Asset One Wealth Management Bellevue, Washington	$63.3M	+$4.85M	8	6.68%	Increased
1935	DBG De Burlo Group Boston, Massachusetts	$63.1M	+$2.82M	3	11.54%	Increased
1936	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$63.1M	-$1.47M	4	10.54%	Reduced
1937	HW Hamilton Wealth Encino, California	$63.1M	-$5.79M	3	11.55%	Reduced
1938	TVPW Third View Private Wealth Westport, Connecticut	$63.1M	+$191K	8	7.75%	Increased
1939	SC Shellback Capital Boston, Massachusetts	$63.1M	+$36.7M	6	5.52%	Increased
1940	JIR James Investment Research Alpha, Ohio	$63M	-$3.3M	5	6.41%	Reduced
1941	FC FORA Capital Miami, Florida	$63M	+$23.3M	14	4.32%	Increased
1942	FFG Fiduciary Financial Group San Rafael, California	$62.9M	+$771K	7	7.13%	Increased
1943	PAM Palisade Asset Management Minneapolis, Minnesota	$62.9M	-$3.41M	4	5.81%	Reduced
1944	LA LVW Advisors Pittsford, New York	$62.9M	+$1.21M	14	5.44%	Increased
1945	NO Ninety One Cape Town, South Africa	$62.9M	+$1.18M	6	3.4%	Increased
1946	MFG Magnus Financial Group New York	$62.8M	-$113K	8	4.45%	Reduced
1947	GLR Great Lakes Retirement Sandusky, Ohio	$62.7M	+$883K	5	5.57%	Increased
1948	SIS Sound Income Strategies Ft Lauderdale, Florida	$62.7M	+$971K	5	2.81%	Increased
1949	CWS Cypress Wealth Services Palm Desert, California	$62.6M	-$1.01M	7	7.68%	Reduced
1950	ACM Arvin Capital Management Austin, Texas	$62.6M	-$23.4M	4	8.17%	Reduced