← All themes

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
2076	PT Plimoth Trust Plymouth, Massachusetts	$56.5M	+$76.4K	5	11.29%	Increased
2077	CA Claro Advisors Boston, Massachusetts	$56.5M	-$360K	10	5.93%	Reduced
2078	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$56.4M	-$4.32M	5	9.11%	Reduced
2079	WM Windward Management Miami Beach, Florida	$56.4M	+$2.23M	1	17.13%	Increased
2080	WIM Westside Investment Management Santa Monica, California	$56.4M	+$204K	19	7.4%	Increased
2081	OHIS Oak Harvest Investment Services Houston, Texas	$56.4M	+$16M	3	5.26%	Increased
2082	VIG Vienna Insurance Group Warsaw, Poland	$56.3M	+$525	3	14.78%	Increased
2083	VCM Valiant Capital Management San Francisco, California	$56.2M	$0	3	2.27%	Maintained
2084	JSC Jackson Square Capital San Francisco, California	$56.2M	+$3.95M	4	7.82%	Increased
2085	TC TownSquare Capital Provo, Utah	$56.2M	+$3.22M	7	10.34%	Increased
2086	LT Legacy Trust Grand Rapids, Michigan	$56.2M	-$11.1M	7	9.93%	Reduced
2087	MCM Mengis Capital Management Portland, Oregon	$56.1M	+$343K	5	8.52%	Increased
2088	ADIC Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates	$56M	+$877K	4	7.84%	Increased
2089	AA Aire Advisors Beverly Hills, California	$56M	-$385K	4	9.11%	Reduced
2090	BMC Benin Management Corp Wilton, Connecticut	$56M	-$76.3K	4	11.33%	Reduced
2091	HBK Investments Dallas, Texas	$55.9M	-$10.7M	3	0.54%	Reduced
2092	WAM Wilson Asset Management Sydney, Australia	$55.9M	+$6.06M	4	15.36%	Increased
2093	QI QV Investors Calgary, Alberta, Canada	$55.9M	+$1.26M	3	4.3%	Increased
2094	SAM Stansberry Asset Management Westlake, Texas	$55.8M	+$4.88M	5	5.11%	Increased
2095	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$55.8M	+$2.68M	7	6.85%	Increased
2096	SGM Sellaronda Global Management New York	$55.8M	+$34.8M	3	34.86%	Increased
2097	BIP Wealth Atlanta, Georgia	$55.7M	+$10.2M	6	1.58%	Increased
2098	Vaughan David Investments Peoria, Illinois	$55.7M	+$356K	7	1.11%	Increased
2099	PP Postrock Partners Overland Park, Oregon	$55.6M	+$27.7K	8	22.61%	Increased
2100	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$55.5M	-$131K	7	3.56%	Reduced