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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
1976	IB Intrust Bank Wichita, Kansas	$60.9M	+$916K	5	4.5%	Increased
1977	Oaktree Capital Management Los Angeles, California	$60.9M	+$55.4M	1	0.85%	Increased
1978	OFG Oxford Financial Group Carmel, Indiana	$60.8M	-$6.34M	7	3.08%	Reduced
1979	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$60.8M	-$14.3M	1	4.23%	Reduced
1980	FM Family Management New York	$60.7M	+$5.79M	7	6.23%	Increased
1981	GWM Greenwich Wealth Management Greenwich, Connecticut	$60.7M	-$2.46M	6	2.21%	Reduced
1982	CFP Catalyst Financial Partners Boston, Massachusetts	$60.6M	+$3.35M	8	6.01%	Increased
1983	NIM Nicollet Investment Management Minneapolis, Minnesota	$60.6M	+$302K	4	18.72%	Increased
1984	IIA IPG Investment Advisors San Diego, California	$60.6M	+$4.46M	11	8.71%	Increased
1985	WA WP Advisors San Francisco, California	$60.6M	-$2.41M	7	14.66%	Reduced
1986	MNBTD Moody National Bank Trust Division Galveston, Texas	$60.5M	-$189K	9	5.01%	Reduced
1987	BSI Bennett Selby Investments Falmouth, Maine	$60.5M	+$1.01M	4	19.32%	Increased
1988	WM WS Management Jacksonville, Florida	$60.4M	$0	3	5.28%	Maintained
1989	WAG Winthrop Advisory Group Boston, Massachusetts	$60.4M	+$259K	7	4.07%	Increased
1990	1W 1776 Wealth Atlanta, Georgia	$60.3M	-$345K	5	21.25%	Reduced
1991	ASM AI-Squared Management Hong Kong	$60.3M	+$61.4M	4	32.15%	Increased
1992	NCM Northside Capital Management Hood River, Oregon	$60.3M	-$44K	6	4.93%	Reduced
1993	JCM Jacobi Capital Management Pittston, Pennsylvania	$60.2M	+$259K	9	2.95%	Increased
1994	CWM Cabot Wealth Management Salem, Massachusetts	$60.2M	-$3.41M	5	6.13%	Reduced
1995	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$60.2M	+$4.69M	4	11.41%	Increased
1996	RWM Rockline Wealth Management Plainview, New York	$60.2M	-$153K	4	11.51%	Reduced
1997	RCA Resonant Capital Advisors Madison, Wisconsin	$60.1M	+$126K	14	2.87%	Increased
1998	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$60M	+$734K	4	5.97%	Increased
1999	SDH Sloy Dahl & Holst Vancouver, Washington	$60M	+$388K	3	7.4%	Increased
2000	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$60M	-$4.23M	3	15.19%	Reduced