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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
2626
VCP
Vista Capital Partners
Oregon
$311K $0 1 0.11% Maintained
2627
PR
Payden & Rygel
California
$307K $0 2 0.12% Maintained
2628
CPA
Court Place Advisors
Maryland
$304K $0 1 0.22% Maintained
2629
PSC
Piper Sandler & Co
Minnesota
$303K -$975K 2 0.26% Reduced
2630
DOA
D'Orazio & Associates
Virginia
$300K -$26K 4 0.24% Reduced
2631
NC
NewSquare Capital
Pennsylvania
$299K +$53.3K 4 0.12% Increased
2632
New York Life Investment Management
New York Life Investment Management
New York
$299K +$286K 2 0.06% Increased
2633
SRC
Stone Run Capital
New York
$298K $0 1 0.22% Maintained
2634
WI
Wedgewood Investors
Pennsylvania
$297K -$7.53K 1 0.32% Reduced
2635
FFA
Fragasso Financial Advisors
Pennsylvania
$294K -$21.3K 1 0.3% Reduced
2636
BTCR
Bankers Trust Cedar Rapids
Iowa
$293K +$13K 1 13.53% Increased
2637
BCA
Bernzott Capital Advisors
California
$290K +$21.3K 1 0.07% Increased
2638
MDCM
Morgan Dempsey Capital Management
Wisconsin
$288K -$33.7K 1 0.07% Reduced
2639
CAL
Capital Advisors Ltd
Ohio
$285K -$30.9K 3 0.17% Reduced
2640
TAM
Trust Asset Management
Texas
$281K +$279K 1 0.2% New
2641
BJ
Brouwer & Janachowski
California
$275K +$273K 1 0.13% New
2642
BC
Barnett & Company
Tennessee
$268K +$266K 1 0.12% New
2643
GBM
Grace Brothers Management
Illinois
$268K +$266K 1 0.25% New
2644
UFG
United Fire Group
Iowa
$268K $0 1 0.12% Maintained
2645
CMP
Courage Miller Partners
Virginia
$267K -$10.1K 1 0.21% Reduced
2646
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$266K -$53.3K 1 0.07% Reduced
2647
BA
Bard Associates
Illinois
$260K $0 1 0.11% Maintained
2648
RCM
Rotella Capital Management
Washington
$260K +$19K 2 0.32% Increased
2649
EM
Excalibur Management
Massachusetts
$258K $0 1 0.28% Maintained
2650
NIM
NuWave Investment Management
New Jersey
$252K -$3.51M 5 0.74% Reduced