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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
2101	MIA MainStreet Investment Advisors Chicago, Illinois	$55.5M	-$1.09M	5	7.55%	Reduced
2102	IWA IBEX Wealth Advisors Bedminster, New Jersey	$55.4M	-$4.6M	4	4.34%	Reduced
2103	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$55.4M	+$1.11M	4	3.95%	Increased
2104	WC Westerkirk Capital Victoria,	$55.3M	-$9.82K	9	5.31%	Reduced
2105	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$55.2M	+$7.07M	8	11.06%	Increased
2106	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$55.2M	-$5.21M	34	6.13%	Reduced
2107	EP Edgestream Partners Princeton, New Jersey	$55.2M	-$9.04M	17	1.64%	Reduced
2108	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$55.2M	-$924K	4	14.46%	Reduced
2109	FA Financial Avengers Oakland, California	$55.2M	-$753K	5	22.89%	Reduced
2110	CPA Capital Performance Advisors Walnut Creek, California	$55M	-$22.1M	7	3.55%	Reduced
2111	GCM Genus Capital Management Vancouver, British Columbia, Canada	$54.8M	+$14.1M	11	5.4%	Increased
2112	HIP Harrell Investment Partners Austin, Texas	$54.8M	-$673K	4	11.87%	Reduced
2113	Dymon Asia Capital (Singapore) Singapore	$54.7M	+$16.1M	13	2.29%	Increased
2114	DCM DME Capital Management New York	$54.5M	$0	1	1.39%	Maintained
2115	QWM Quadcap Wealth Management Frisco, Texas	$54.3M	+$136K	8	5.28%	Increased
2116	OL one8zero8 LLC Greensboro, North Carolina	$54M	+$2.25M	6	10.7%	Increased
2117	BIG Brookwood Investment Group Phoenix, Arizona	$54M	+$5.37M	6	6.08%	Increased
2118	RWS Resolute Wealth Strategies Jackson, Mississippi	$53.8M	-$49.8K	4	20.86%	Reduced
2119	TGCMU Titan Global Capital Management USA New York	$53.8M	+$496K	5	6.82%	Increased
2120	SIC Sigma Investment Counselors Northville, Michigan	$53.8M	-$4.75M	5	2.62%	Reduced
2121	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$53.7M	-$105K	3	15.56%	Reduced
2122	Catterton Management Company Greenwich, Connecticut	$53.7M	$0	2	1.24%	Maintained
2123	JA JLB & Associates Plymouth, Michigan	$53.7M	-$2.89M	5	7.18%	Reduced
2124	CC Copos Capital Luxembourg,	$53.6M	+$55M	6	7.24%	New
2125	SGA Strategic Global Advisors Newport Beach, California	$53.6M	+$3.11M	8	7.63%	Increased