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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
1951	WIC Woodmont Investment Counsel Nashville, Tennessee	$62.5M	-$691K	7	3.41%	Reduced
1952	TFA Toth Financial Advisory Leesburg, Virginia	$62.4M	+$1.87M	16	6.1%	Increased
1953	MIG McGuire Investment Group Wakefield, Rhode Island	$62.3M	+$1.53M	3	5.46%	Increased
1954	PA PFG Advisors Phoenix, Arizona	$62.3M	-$5.53M	5	3.14%	Reduced
1955	MKW Mullaney, Keating & Wright Middletown, Connecticut	$62.3M	-$56.3K	1	30.13%	Reduced
1956	TCIM TOMS Capital Investment Management New York	$62.2M	+$65.5M	1	1.33%	New
1957	MCA MSH Capital Advisors Scottsdale, Arizona	$62.1M	+$4.62M	5	10.8%	Increased
1958	ZIG Zullo Investment Group Scranton, Pennsylvania	$62.1M	-$1.28M	7	21.18%	Reduced
1959	SLWA San Luis Wealth Advisors San Luis Obispo, California	$62M	+$4.01M	4	9.34%	Increased
1960	PHAM Pacific Heights Asset Management San Francisco, California	$62M	$0	2	1.96%	Maintained
1961	VR Vision Retirement Ridgewood, New Jersey	$62M	-$1.79M	10	14.98%	Reduced
1962	AL Arnhold LLC New York	$61.9M	+$9.91M	7	4.33%	Increased
1963	Letko, Brosseau & Associates Montreal, Quebec, Canada	$61.9M	+$416K	4	0.92%	Increased
1964	WPP Whalerock Point Partners Providence, Rhode Island	$61.6M	-$845K	3	10.49%	Reduced
1965	QC Quent Capital New York	$61.5M	+$1.59M	35	3.78%	Increased
1966	TWP Tyche Wealth Partners Plano, Texas	$61.5M	-$1.69M	5	8.64%	Reduced
1967	MCC Money Concepts Capital Palm Beach Gardens, Florida	$61.5M	-$2.05M	9	2.85%	Reduced
1968	CCS Concentric Capital Strategies Stamford, Connecticut	$61.5M	+$6.85M	8	3.41%	Increased
1969	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$61.4M	-$1.63M	3	4.29%	Reduced
1970	CAM Costello Asset Management Feasterville, Pennsylvania	$61.4M	+$155K	11	18.42%	Increased
1971	TPA Trivium Point Advisory Westport, Connecticut	$61.3M	+$10.5M	7	5.56%	Increased
1972	WAM Wallington Asset Management Indianapolis, Indiana	$61.1M	+$2.13M	2	7.5%	Increased
1973	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$61.1M	-$6.5M	11	5.32%	Reduced
1974	LTI Laffer Tengler Investments Nashville, Tennessee	$61.1M	+$560K	6	7.81%	Increased
1975	RCG Regatta Capital Group El Segundo, California	$61M	+$812K	8	8.2%	Increased