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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
HCP
Holt Capital Partners
Texas
$459K $0 5 0.25% Maintained
2627
FCM
Forester Capital Management
Illinois
$457K -$17.5K 2 0.36% Reduced
2628
CC
Callan Capital
California
$456K +$418K 1 0.12% New
2629
Modera Wealth Management
Modera Wealth Management
New Jersey
$453K +$17.3K 1 0.21% Increased
2630
AIM
Acuity Investment Management
Ontario, Canada
$452K -$393K 2 0.31% Reduced
2631
TFCP
Twin Focus Capital Partners
Massachusetts
$442K -$37.1K 1 0.5% Reduced
2632
FNBSF
First National Bank Sioux Falls
South Dakota
$438K +$15.3K 3 1.12% Increased
2633
TSS
Thomas Story & Son
Indiana
$435K $0 1 0.27% Maintained
2634
AGM
Alpine Global Management
New York
$432K +$434K 1 0.12% New
2635
BA
Bard Associates
Illinois
$431K +$184K 2 0.17% Increased
2636
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$430K -$20.4K 2 0.08% Reduced
2637
CCM
Courage Capital Management
Tennessee
$417K $0 1 0.27% Maintained
2638
NCA
NCM Capital Advisers
North Carolina
$413K $0 1 0.61% Maintained
2639
Miracle Mile Advisors
Miracle Mile Advisors
California
$406K -$369K 1 0.73% Reduced
2640
PIM
Parasol Investment Management
Illinois
$392K +$23.2K 3 0.27% Increased
2641
BC
Barnett & Company
Tennessee
$390K +$59.6K 1 0.16% Increased
2642
CPA
Court Place Advisors
Maryland
$390K +$20K 1 0.27% Increased
2643
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$390K -$30.8K 1 0.23% Reduced
2644
SEC
Seven Eight Capital
New York
$384K -$930K 6 0.37% Reduced
2645
SSIA
Spero-Smith Investment Advisers
Ohio
$380K -$2.38K 1 0.43% Reduced
2646
FPCP
Fort Point Capital Partners
California
$379K -$276K 1 0.34% Reduced
2647
GSC
Ground Swell Capital
South Carolina
$378K +$377K 19 0.73% New
2648
NI
NFC Investments
Tennessee
$377K $0 1 0.18% Maintained
2649
UMA
USA Mutuals Advisors
Texas
$375K -$152K 1 0.14% Reduced
2650
FMP
Financial Management Professionals
Texas
$371K -$59K 3 0.25% Reduced