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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
2026	Hills Bank & Trust North Liberty, Iowa	$58.9M	-$681K	8	2.51%	Reduced
2027	QPW Quantum Private Wealth Tampa, Florida	$58.8M	-$3.33M	3	15.08%	Reduced
2028	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$58.8M	-$1.25M	1	3.58%	Reduced
2029	LC Lincoln Capital Lincoln, Nebraska	$58.8M	-$222K	7	10.46%	Reduced
2030	IP Indivisible Partners Clearwater, Florida	$58.8M	+$9.67M	10	3.32%	Increased
2031	WCA Westover Capital Advisors Wilmington, Delaware	$58.6M	+$690K	6	9.74%	Increased
2032	DAM Davis Asset Management Sausalito, California	$58.5M	$0	4	1.48%	Maintained
2033	EGP Entrust Global Partners New York	$58.4M	-$2.79M	1	11.35%	Reduced
2034	TSAM Trinity Street Asset Management London, United Kingdom	$58.3M	-$2.82M	2	3%	Reduced
2035	CA Cortland Associates St Louis, Missouri	$58.1M	-$10.2M	3	8.4%	Reduced
2036	VV Verity & Verity Beaufort, South Carolina	$58M	-$223K	4	3.99%	Reduced
2037	TAM Telemark Asset Management Boston, Massachusetts	$57.9M	$0	2	4.19%	Maintained
2038	WCAU Working Capital Advisors (UK) London, United Kingdom	$57.9M	-$8.15M	2	100%	Reduced
2039	MCMU MIC Capital Management (UK) London, United Kingdom	$57.8M	+$18.8M	3	14.65%	Increased
2040	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$57.8M	+$13.4M	23	3.07%	Increased
2041	SA Sovran Advisors San Diego, California	$57.8M	-$703K	8	4.3%	Reduced
2042	SMC Smith, Moore & Co Clayton, Missouri	$57.8M	-$337K	6	3.75%	Reduced
2043	PMG ProVise Management Group Clearwater, Florida	$57.7M	-$4.92M	5	3.87%	Reduced
2044	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$57.7M	-$141K	3	17.5%	Reduced
2045	TWM Tradition Wealth Management Edina, Minnesota	$57.7M	+$467K	7	3.53%	Increased
2046	GC Greenvale Capital London, United Kingdom	$57.7M	+$1.32M	1	6.3%	Increased
2047	HP Havemeyer Place Greenwich, Connecticut	$57.6M	+$25.3M	18	5.69%	Increased
2048	CCM Chickasaw Capital Management Memphis, Tennessee	$57.5M	+$308K	4	2.07%	Increased
2049	MCM Mitchell Capital Management Leawood, Kansas	$57.5M	-$8.38M	3	8.74%	Reduced
2050	KI KTF Investments Seal Beach, California	$57.5M	-$697K	4	5.81%	Reduced