← 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
2401	MWM Manske Wealth Management Houston, Texas	$43.2M	-$529K	5	10.74%	Reduced
2402	CL CVFG LLC Shelbyville, Indiana	$43.2M	-$3.26M	4	4.54%	Reduced
2403	MCA Millennium Capital Advisors Little Rock, Arkansas	$43.2M	-$465K	5	23.55%	Reduced
2404	ICM Irenic Capital Management New York	$43.2M	+$27.9M	1	2.07%	Increased
2405	LCM Liberty Capital Management Birmingham, Michigan	$43.2M	+$43.9M	4	7.42%	New
2406	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$43.2M	-$2.57M	3	7.05%	Reduced
2407	TWM TLW Wealth Management Indian Rocks Beach, Florida	$43M	-$1.72M	3	24.36%	Reduced
2408	SC Saybrook Capital Winston Salem, North Carolina	$42.9M	-$640K	3	10.75%	Reduced
2409	AAM Augustine Asset Management Jacksonville, Florida	$42.9M	-$428K	3	8.69%	Reduced
2410	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$42.9M	-$405K	2	4%	Reduced
2411	QIM Quest Investment Management Lake Oswego, Oregon	$42.9M	-$37.1M	4	5.01%	Reduced
2412	PWG Portside Wealth Group Provo, Utah	$42.9M	+$505K	11	5%	Increased
2413	BWC Blue Whale Capital London, United Kingdom	$42.9M	-$13.8M	1	1.36%	Reduced
2414	CCM Cadian Capital Management New York	$42.8M	+$38.3M	1	3.24%	Increased
2415	CWM Concentrum Wealth Management San Jose, California	$42.8M	+$532K	3	10.24%	Increased
2416	GD Galaxy Digital New York	$42.8M	+$32.7M	4	2.52%	Increased
2417	MCM Monimus Capital Management Woodbridge, New Jersey	$42.7M	-$8.4M	5	9.9%	Reduced
2418	PI Parkside Investments Deerfield, Illinois	$42.7M	-$2.67M	4	4.73%	Reduced
2419	WE Wealth Effects Boston, Massachusetts	$42.7M	+$285K	6	11.53%	Increased
2420	SSWM Strait & Sound Wealth Management San Francisco, California	$42.6M	-$3.14M	5	14.93%	Reduced
2421	CWM Connecticut Wealth Management Farmington, Connecticut	$42.6M	-$1.76M	3	1.57%	Reduced
2422	CFM Compass Financial Management Tampa, Florida	$42.5M	+$40.5M	18	5.13%	New
2423	AA Alta Advisers London, United Kingdom	$42.5M	+$14M	7	9.63%	Increased
2424	QFA Quantum Financial Advisors El Segundo, California	$42.5M	+$2.29M	7	4.2%	Increased
2425	MCM McRae Capital Management Morristown, New Jersey	$42.5M	-$1.59M	4	8.36%	Reduced