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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2526
FNBOMD
First National Bank of Mount Dora
Florida
$2.39M +$1.18M 2 1.29% Increased
2527
HHGA
Halbert Hargrove Global Advisors
California
$2.38M +$648K 3 0.77% Increased
2528
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.38M -$214K 1 0.57% Reduced
2529
TDC
Thompson Davis & Co
Virginia
$2.37M -$2.7M 22 2.85% Reduced
2530
SAIG
Semper Augustus Investments Group
Colorado
$2.37M $0 1 1.54% Maintained
2531
WCM
Westerly Capital Management
California
$2.37M +$495K 1 2.45% Increased
2532
AMG National Trust Bank
AMG National Trust Bank
Colorado
$2.37M +$37.2K 3 0.23% Increased
2533
EWM
Evermay Wealth Management
Virginia
$2.35M +$33.7K 2 1.39% Increased
2534
GIM
Greylin Investment Management
Virginia
$2.35M $0 1 0.56% Maintained
2535
SGH
Schonfeld Group Holdings
New York
$2.35M +$63.5K 2 18.1% Increased
2536
HCM
Hengehold Capital Management
Ohio
$2.34M -$112K 2 0.81% Reduced
2537
WA
Wealth Architects
California
$2.33M -$1.46M 3 1.34% Reduced
2538
MCTP
MPAM Credit Trading Partners
Ohio
$2.33M +$2.53M 1 1.65% New
2539
TBAM
True Bearing Asset Management
California
$2.33M +$810K 3 1.44% Increased
2540
FAS
Formuepleje A/S
Denmark
$2.32M +$2.52M 1 0.27% New
2541
BCM
Bienville Capital Management
New York
$2.32M -$66.8K 2 1.34% Reduced
2542
HP
Harvey Partners
New York
$2.31M +$291K 1 0.92% Increased
2543
B
Bellecapital
Switzerland
$2.3M -$87.3K 2 3.07% Reduced
2544
CCB
Cutter & Co Brokerage
Missouri
$2.3M -$801K 2 0.94% Reduced
2545
IMOV
Investment Management of Virginia
Virginia
$2.3M -$5.11M 2 0.52% Reduced
2546
QAM
Quantres Asset Management
Cayman Islands
$2.29M +$948K 4 2.28% Increased
2547
OFS
Orrstown Financial Services
Pennsylvania
$2.28M -$144K 2 2.45% Reduced
2548
CIC
Cornercap Investment Counsel
Georgia
$2.25M +$96.6K 2 0.4% Increased
2549
OIM
Orca Investment Management
Oregon
$2.25M -$41.2K 2 2.01% Reduced
2550
KA
KLCM Advisors
Wisconsin
$2.24M +$747K 2 0.62% Increased