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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
2301	NRCM Northern Right Capital Management Darien, Connecticut	$47.6M	+$5.76M	3	14.14%	Increased
2302	YCM Yiheng Capital Management San Francisco, California	$47.6M	-$18.5M	6	16.35%	Reduced
2303	KCM Kids Capital Management Los Angeles, California	$47.6M	-$211K	4	37.36%	Reduced
2304	GU Georgetown University Washington, District of Columbia	$47.5M	+$16K	3	19.48%	Increased
2305	WSC Wellington Shields & Co New York	$47.4M	+$2.02M	6	10.62%	Increased
2306	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$47.4M	+$22K	3	4.81%	Increased
2307	RCM Radnor Capital Management Wayne, Pennsylvania	$47.3M	-$454K	5	6.64%	Reduced
2308	DIM Delta Investment Management San Francisco, California	$47.3M	+$6.51M	10	7.78%	Increased
2309	SWP Semus Wealth Partners Boca Raton, Florida	$47.1M	-$574K	4	22.76%	Reduced
2310	ET Entropy Technologies New York	$47.1M	+$3.74M	18	1.87%	Increased
2311	S SimplyRich Carlsbad, California	$47M	+$120K	10	11.02%	Increased
2312	FFS Fischer Financial Services Harrisburg, Pennsylvania	$47M	+$36.8M	3	11.81%	Increased
2313	NCM Noesis Capital Mangement Boca Raton, Florida	$47M	+$936K	4	5.65%	Increased
2314	GCM Gibraltar Capital Management Tulsa, Oklahoma	$47M	+$8.68M	5	7.22%	Increased
2315	IB Iyo Bank Matsuyama, Japan	$46.8M	$0	3	14.21%	Maintained
2316	MFA Mayflower Financial Advisors Boston, Massachusetts	$46.8M	+$3.95M	10	4.04%	Increased
2317	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$46.7M	-$1.07M	3	12%	Reduced
2318	PHS Pekin Hardy Strauss Chicago, Illinois	$46.7M	+$1.8M	8	4.11%	Increased
2319	TL Tradewinds LLC Raleigh, North Carolina	$46.6M	-$37.2M	6	10.48%	Reduced
2320	MCP Meridiem Capital Partners Dallas, Texas	$46.5M	-$121M	2	2.09%	Reduced
2321	HNW High Note Wealth Deephaven, Minnesota	$46.4M	+$360K	22	7.92%	Increased
2322	AIM Acropolis Investment Management St. Louis, Missouri	$46.4M	-$760K	7	1.83%	Reduced
2323	AAMA Advanced Asset Management Advisors Dublin, Ohio	$46.4M	+$23.3K	5	12.2%	Increased
2324	DSC Duncker Streett & Co St. Louis, Missouri	$46.3M	+$783K	9	7.84%	Increased
2325	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$46.3M	-$247K	4	5.6%	Reduced