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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
2601
TFCP
Twin Focus Capital Partners
Massachusetts
$398K +$119K 1 0.47% Increased
2602
CAW
Cornerstone Advisors (Washington)
Washington
$393K +$80.3K 7 0.46% Increased
2603
KFA
Kelleher Financial Advisors
New York
$393K -$192K 1 0.21% Reduced
2604
SC
Sumit Capital
New York
$392K -$324K 2 1.49% Reduced
2605
NCA
NCM Capital Advisers
North Carolina
$383K -$166K 1 0.6% Reduced
2606
HM
Harvest Management
New York
$376K -$55.9K 1 0.64% Reduced
2607
MCM
Mitchell Capital Management
Kansas
$375K $0 1 0.13% Maintained
2608
FMP
Financial Management Professionals
Texas
$374K -$5.63K 3 0.26% Reduced
2609
FRM
Foundation Resource Management
Arkansas
$374K $0 1 0.05% Maintained
2610
FNBSF
First National Bank Sioux Falls
South Dakota
$372K -$2.64K 3 1% Reduced
2611
CIM
Contravisory Investment Management
Massachusetts
$360K $0 2 0.07% Maintained
2612
Modera Wealth Management
Modera Wealth Management
New Jersey
$358K -$1.75M 1 0.14% Reduced
2613
SCP
Syntal Capital Partners
Texas
$357K +$356K 1 0.21% New
2614
MFO
Marcuard Family Office
Switzerland
$349K $0 1 0.84% Maintained
2615
PCMK
Paragon Capital Management (Kansas)
Kansas
$347K $0 1 0.15% Maintained
2616
LK
Lumbard & Kellner
New Hampshire
$346K $0 1 0.3% Maintained
2617
CCM
Carlson Capital Management
Minnesota
$344K -$74.6K 1 0.15% Reduced
2618
LFR
Lehman Financial Resources
Pennsylvania
$331K +$53.3K 4 0.17% Increased
2619
WCM
Windsor Capital Management
Arizona
$331K -$296K 1 0.2% Reduced
2620
Pure Financial Advisors
Pure Financial Advisors
California
$327K -$22.4K 1 0.13% Reduced
2621
MWP
Moller Wealth Partners
$325K +$104K 1 0.17% Increased
2622
PIM
Parasol Investment Management
Illinois
$318K +$78.8K 3 0.23% Increased
2623
SSIA
Spero-Smith Investment Advisers
Ohio
$316K +$9.05K 1 0.37% Increased
2624
JIR
James Investment Research
Ohio
$315K -$6.78M 1 0.01% Reduced
2625
NI
NFC Investments
Tennessee
$311K $0 1 0.16% Maintained