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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
2451	SEEDPG S.E.E.D. Planning Group Binghamton, New York	$41.7M	-$2.46M	4	11.01%	Reduced
2452	SEP Southland Equity Partners Wildwood, Missouri	$41.7M	+$78.9K	4	7.31%	Increased
2453	CSNH Crow's Nest Holdings Richmond, Virginia	$41.7M	-$23.8M	1	12.61%	Reduced
2454	SAM Stembrook Asset Management Red Bank, New Jersey	$41.7M	+$169K	4	36.01%	Increased
2455	NCM Nelson Capital Management Menlo Park, California	$41.6M	-$202K	3	4.56%	Reduced
2456	FDC Flight Deck Capital San Francisco, California	$41.6M	+$5.52M	3	20.17%	Increased
2457	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$41.5M	+$397K	6	9.91%	Increased
2458	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$41.5M	+$44.8K	4	5.13%	Increased
2459	AIA AssuredPartners Investment Advisors Tampa, Florida	$41.5M	+$4.27M	7	4.01%	Increased
2460	MCS Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia	$41.5M	$0	1	20.32%	Maintained
2461	FDS First Dallas Securities Dallas, Texas	$41.4M	+$575K	6	13.69%	Increased
2462	ML McAdam LLC Philadelphia, Pennsylvania	$41.4M	+$2.83M	6	1.6%	Increased
2463	RW RVW Wealth Los Angeles, California	$41.3M	-$1.5M	3	2.72%	Reduced
2464	Jasper Ridge Partners Menlo Park, California	$41.3M	+$5.8M	8	0.88%	Increased
2465	SCM Soros Capital Management New York	$41.2M	-$941K	3	7.37%	Reduced
2466	CAM Capco Asset Management Tampa, Florida	$41.2M	-$790K	2	11.27%	Reduced
2467	NF Nikulski Financial Bettendorf, Iowa	$41.2M	+$1.2M	4	8.88%	Increased
2468	FFS Founders Financial Securities Towson, Maryland	$41.1M	-$3.55M	12	2.11%	Reduced
2469	FMB Field & Main Bank Henderson, Kentucky	$41.1M	+$176K	8	8.47%	Increased
2470	PCA Prosperity Capital Advisors Westlake, Ohio	$40.9M	+$542K	6	2.02%	Increased
2471	MJP Michael J. Puzo	$40.9M	-$164K	4	10.54%	Reduced
2472	CF Convergence Financial Columbia, Missouri	$40.9M	+$16.9M	5	3.25%	Increased
2473	Dynasty Wealth Management St. Petersburg, Florida	$40.8M	-$4.52M	7	0.3%	Reduced
2474	APG Abacus Planning Group Columbia, South Carolina	$40.8M	-$1.46M	4	5.04%	Reduced
2475	MC Miramontes Capital Newport, California	$40.7M	+$279K	3	12.68%	Increased