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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
SFG
StrategIQ Financial Group
Indiana
$2.03M +$1.73M 2 1.19% Increased
2602
WOC
West Oak Capital
California
$2.02M +$98K 4 1.46% Increased
2603
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$2.02M -$136K 3 1.6% Reduced
2604
PIM
Partner Investment Management
California
$2.01M -$1.7M 4 3.29% Reduced
2605
SBCM
Schwerin Boyle Capital Management
Massachusetts
$2.01M -$8.65M 1 0.29% Reduced
2606
AGA
Accuvest Global Advisors
Utah
$2.01M -$249K 1 1.23% Reduced
2607
MCC
Malaga Cove Capital
California
$2.01M $0 3 1.66% Maintained
2608
AW
Alpha Windward
Massachusetts
$2M +$303K 6 1.44% Increased
2609
BOS
Bank of Stockton
California
$1.98M -$24.9K 1 1.05% Reduced
2610
NCM
Newgate Capital Management
Connecticut
$1.97M -$330K 4 1.63% Reduced
2611
MPA
Marvin & Palmer Associates
Delaware
$1.96M -$4.07M 1 2.66% Reduced
2612
GRQ
Gardner Russo & Quinn
Pennsylvania
$1.95M +$556K 1 0.02% Increased
2613
KL
KWMG LLC
Kansas
$1.95M -$74K 2 1.05% Reduced
2614
LWA
Lenox Wealth Advisors
New York
$1.94M -$153K 3 0.57% Reduced
2615
OFG
OTA Financial Group
New York
$1.94M +$888K 1 1.48% Increased
2616
IR
Invictus RG
Bermuda
$1.94M +$205K 11 2.05% Increased
2617
PCOC
Power Corp of Canada
Canada
$1.93M $0 1 100% Maintained
2618
CWM
Confluence Wealth Management
Oregon
$1.93M -$297K 1 0.95% Reduced
2619
PCC
Park Circle Company
Maryland
$1.92M +$198K 3 1.39% Increased
2620
SIC
Shoker Investment Counsel
Ohio
$1.92M +$3.76K 2 1.7% Increased
2621
VAM
Verity Asset Management
North Carolina
$1.91M +$345K 2 1.89% Increased
2622
EDRPMB
Edmond de Rothschild Private Merchant Banking
United Kingdom
$1.91M -$302K 1 5.87% Reduced
2623
SMM
Stadion Money Management
Georgia
$1.9M +$875K 2 0.07% Increased
2624
DAC
Dymon Asia Capital
Singapore
$1.9M +$696K 1 1.22% Increased
2625
RB
Rodgers Brothers
Pennsylvania
$1.9M +$265K 3 0.78% Increased