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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
2276	LCM Lakewood Capital Management New York	$48.4M	+$7.88M	2	2.49%	Increased
2277	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$48.3M	-$3.01M	9	12.41%	Reduced
2278	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$48.3M	+$8.13K	5	6.8%	Increased
2279	SCP Sivia Capital Partners Mill Valley, California	$48.2M	+$8.7M	15	5.87%	Increased
2280	VNA Valley National Advisers Bethlehem, Pennsylvania	$48.2M	+$5.86M	27	5.36%	Increased
2281	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$48.1M	+$69.8K	5	5.54%	Increased
2282	AC Asio Capital Lexington, Kentucky	$48.1M	-$2.32M	5	6.16%	Reduced
2283	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$48.1M	+$13.8M	7	4.01%	Increased
2284	CFO Cambient Family Office Ada, Michigan	$48M	+$453K	7	5.91%	Increased
2285	IP Ignite Planners San Clemente, California	$48M	+$521K	8	6.59%	Increased
2286	RFG RFP Financial Group Atlanta, Georgia	$48M	+$3.3M	3	21.48%	Increased
2287	SP Stablepoint Partners Braintree, Massachusetts	$48M	+$237K	7	6.64%	Increased
2288	PE PCM Encore Aspen, Colorado	$47.9M	+$672K	17	8.41%	Increased
2289	CIC Concord Investment Counsel Irvine, California	$47.8M	+$961K	2	13.05%	Increased
2290	PDL Portfolio Design Labs Encino, California	$47.8M	-$7.06M	6	7.84%	Reduced
2291	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$47.8M	+$12.2M	7	4.53%	Increased
2292	OMC Oasis Management Company Grand Cayman, Cayman Islands	$47.8M	-$23.9M	9	2.55%	Reduced
2293	FCA Fortis Capital Advisors Prairie Village, Kansas	$47.8M	+$5.01M	9	5.37%	Increased
2294	APW Aventura Private Wealth Aventura, Florida	$47.8M	+$265K	18	14.66%	Increased
2295	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$47.8M	+$159K	5	25.46%	Increased
2296	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$47.7M	-$1.23M	51	4.55%	Reduced
2297	NAM NTV Asset Management Charleston, West Virginia	$47.7M	-$462K	8	4.68%	Reduced
2298	Conning Inc Hartford, Connecticut	$47.7M	-$742K	8	1.43%	Reduced
2299	WIA Westbourne Investment Advisors Annapolis, Maryland	$47.7M	-$745K	4	13.14%	Reduced
2300	OMIC Old Mission Investment Co Traverse City, Michigan	$47.6M	+$253K	5	9.91%	Increased