← 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
2351	IAM Infusive Asset Management New York	$45.3M	-$12.5M	5	20.62%	Reduced
2352	CGIM Capital Group Investment Management Raffles Quay, Singapore	$45.3M	+$3.66M	7	6.83%	Increased
2353	CBB Citizens Business Bank Ontario, California	$45.3M	-$1.31M	5	6.82%	Reduced
2354	Saba Capital Management New York	$45.3M	+$12.4M	7	1.16%	Increased
2355	TCCM Timber Creek Capital Management Boston, Massachusetts	$45.3M	+$4.56M	5	9.25%	Increased
2356	FRA Front Row Advisors Tiburon, California	$45.2M	-$2.09M	9	13.09%	Reduced
2357	KWM Keebeck Wealth Management Chicago, Illinois	$45.1M	+$4.76M	9	4.41%	Increased
2358	AC Annandale Capital Dallas, Texas	$45.1M	+$4.72M	5	6.15%	Increased
2359	EAN Excelsior Advisor Network Denver, Colorado	$45.1M	+$29.1M	10	5.94%	Increased
2360	KLWA Kelly Lawrence W & Associates Pasadens, California	$45.1M	-$238K	4	9.63%	Reduced
2361	CCM Campbell Capital Management Miami, Florida	$45M	+$1.95M	2	16.16%	Increased
2362	CAM Claret Asset Management Montreal, Quebec, Canada	$45M	+$1.59M	17	4.84%	Increased
2363	FIB First Interstate Bank Billings, Montana	$45M	-$868K	4	2.35%	Reduced
2364	RAM Ramirez Asset Management New York	$44.8M	+$8.47M	10	4.67%	Increased
2365	ACM Alight Capital Management New York	$44.7M	-$10.9M	3	6.27%	Reduced
2366	CWM Cordatus Wealth Management Newtown, Pennsylvania	$44.7M	-$144K	4	9.81%	Reduced
2367	Kestra Investment Management Austin, Texas	$44.6M	+$3.52M	10	0.87%	Increased
2368	LFA Legacy Financial Advisors Covington, Kentucky	$44.6M	+$2.67M	9	5.44%	Increased
2369	BWM BNC Wealth Management Beaverton, Oregon	$44.4M	+$2.03M	3	10.75%	Increased
2370	HWM HFR Wealth Management Niskayuna, New York	$44.4M	-$1.18M	2	10.83%	Reduced
2371	CIA Capital Impact Advisors Boston, Massachusetts	$44.4M	+$31M	1	2.49%	Increased
2372	TCM Tran Capital Management San Rafael, California	$44.3M	-$484K	2	5.1%	Reduced
2373	AWM Aries Wealth Management Portland, Maine	$44.3M	+$57.7K	8	8.7%	Increased
2374	BCM Birch Capital Management Dallas, Texas	$44.3M	+$368K	4	21.64%	Increased
2375	EA Enclave Advisors Austin, Texas	$44.3M	+$144K	3	5.6%	Increased