← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2601
SAM
Security Asset Management
New York
$1.94M +$172K 1 1.85% Increased
2602
HHAA
Henry H. Armstrong Associates
Pennsylvania
$1.94M +$123K 1 0.43% Increased
2603
IWC
Integrated Wealth Counsel
California
$1.94M -$188K 2 2.45% Reduced
2604
OCG
Opus Capital Group
Ohio
$1.93M -$4.23K 4 0.31% Reduced
2605
LWM
Lenox Wealth Management
Ohio
$1.93M -$506K 5 1.35% Reduced
2606
SMC
Smith, Moore & Co
Missouri
$1.93M -$104K 2 1.02% Reduced
2607
NCM
Newgate Capital Management
Connecticut
$1.93M +$510K 2 1.34% Increased
2608
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$1.92M +$4.63K 2 1.98% Increased
2609
GIM
Guardian Investment Management
California
$1.92M $0 1 2.13% Maintained
2610
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.89M -$7.85K 1 1.89% Reduced
2611
HCM
Highlander Capital Management
New Jersey
$1.89M -$70.2K 8 1.63% Reduced
2612
FC
Fairpointe Capital
Illinois
$1.88M +$262K 2 0.02% Increased
2613
JFA
JNBA Financial Advisors
Minnesota
$1.87M -$322K 6 0.72% Reduced
2614
DMK
David M. Knott
$1.86M -$930K 2 0.31% Reduced
2615
PA
Planning Alternatives
Michigan
$1.85M -$280K 1 0.42% Reduced
2616
RCA
Rex Capital Advisors
Rhode Island
$1.85M $0 2 1.71% Maintained
2617
CMANY
Capital Management Associates (New York)
New York
$1.85M +$120K 1 2.46% Increased
2618
WRBC
W.R. Berkley Corp
Connecticut
$1.85M $0 1 0.25% Maintained
2619
F
FutureAdvisor
California
$1.83M +$749K 1 0.43% Increased
2620
WA
WealthTrust-Arizona
Arizona
$1.82M -$101K 12 1.12% Reduced
2621
SA
Springowl Associates
New York
$1.82M -$813K 1 7.99% Reduced
2622
JSA
Jacobson & Schmitt Advisors
Wisconsin
$1.81M +$8.75K 1 1.74% Increased
2623
PCMC
Paragon Capital Management (Colorado)
Colorado
$1.79M +$745K 2 1.16% Increased
2624
PGA
Portland Global Advisors
Maine
$1.79M -$290K 2 0.92% Reduced
2625
AI
ArchPoint Investors
Florida
$1.79M -$1.03M 1 1.22% Reduced