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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
2151	TWP Triad Wealth Partners Lawrence, Kansas	$52.8M	+$7.66M	6	3.11%	Increased
2152	CAM Covenant Asset Management Chester, New Jersey	$52.8M	-$1.06M	5	8.88%	Reduced
2153	CA Cornerstone Advisory Hunt Valley, Maryland	$52.8M	+$285K	4	4.38%	Increased
2154	Plancorp LLC Saint Louis, Missouri	$52.8M	-$2.21M	6	1.29%	Reduced
2155	SFG Stonebridge Financial Group San Rafael, California	$52.7M	+$53.7M	5	7.3%	New
2156	KA Kercheville Advisors San Antonio, Texas	$52.7M	-$570K	6	16.05%	Reduced
2157	LPAM Lodestar Private Asset Management Alamo, California	$52.7M	-$663K	3	4.56%	Reduced
2158	SFO Stenger Family Office Naperville, Illinois	$52.7M	+$516K	4	8.37%	Increased
2159	Foster Group West Des Moines, Iowa	$52.7M	+$797K	5	1.4%	Increased
2160	SCM Sirios Capital Management Boston, Massachusetts	$52.7M	-$217K	4	6.41%	Reduced
2161	FFA Founders Financial Alliance Raleigh, North Carolina	$52.7M	-$1.13M	7	6.98%	Reduced
2162	RP Ravenswood Partners Mclean, Virginia	$52.6M	-$4.07M	5	16.84%	Reduced
2163	GL Gemsstock Ltd London, United Kingdom	$52.6M	-$70M	2	17.1%	Reduced
2164	HCM Hutchinson Capital Management San Rafael, California	$52.5M	+$1M	2	9%	Increased
2165	CIM Cambria Investment Management Manhattan Beach, California	$52.5M	+$21.7M	19	2.6%	Increased
2166	SNB Security National Bank Omaha, Nebraska	$52.4M	+$517K	8	6.26%	Increased
2167	MKP Capital Management New York	$52.4M	-$199M	1	1.42%	Reduced
2168	PCA Providence Capital Advisors Charlotte, North Carolina	$52.4M	-$3.9M	7	7.93%	Reduced
2169	JAM JCIC Asset Management Toronto, Ontario, Canada	$52.4M	$0	6	16.04%	Maintained
2170	RWA Roberts Wealth Advisors Palo Alto, California	$52.3M	+$1.76M	5	11.88%	Increased
2171	MTIC Missouri Trust & Investment Company Springfield, Missouri	$52.3M	+$294K	4	14.21%	Increased
2172	NHT New Hampshire Trust Concord, New Hampshire	$52.3M	-$357K	3	9.86%	Reduced
2173	IF Ironwood Financial Tucson, Arizona	$52.2M	-$4.29M	4	8.18%	Reduced
2174	GA GFS Advisors Houston, Texas	$52.2M	+$1.2M	5	5.51%	Increased
2175	1C 111 Capital Paris, France	$52.2M	+$5.17M	13	8.96%	Increased