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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
RR
Robotti Robert
$2.25M -$1.59M 2 0.92% Reduced
2627
IFAM
Institutional & Family Asset Management
Colorado
$2.25M +$2.4M 3 0.84% New
2628
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$2.22M -$181K 3 1.51% Reduced
2629
MI
Montage Investments
Kansas
$2.21M +$2.23M 4 4.35% New
2630
Regents of the University of California
Regents of the University of California
California
$2.21M $0 2 6.86% Maintained
2631
LCG
Lisanti Capital Growth
New York
$2.21M +$338K 2 2.32% Increased
2632
BCM
Boltwood Capital Management
California
$2.21M +$179K 3 2.02% Increased
2633
Merriman Wealth Management
Merriman Wealth Management
Washington
$2.2M -$157K 2 3.21% Reduced
2634
KAM
Kazazian Asset Management
Florida
$2.18M -$2M 2 2.92% Reduced
2635
SCA
Secor Capital Advisors
New York
$2.17M +$905K 6 0.62% Increased
2636
CAAS
Capital Asset Advisory Services
Michigan
$2.16M +$2.3M 2 3.03% New
2637
Avior Wealth Management
Avior Wealth Management
Nebraska
$2.16M -$504K 5 1.18% Reduced
2638
JSAM
J. Safra Asset Management
New York
$2.15M +$2.34M 1 1.65% New
2639
Brinker Capital
Brinker Capital
Pennsylvania
$2.14M +$2.25M 3 0.18% New
2640
Pure Financial Advisors
Pure Financial Advisors
California
$2.14M +$352K 2 0.93% Increased
2641
WA
WESPAC Advisors
California
$2.14M +$1.08M 2 2.48% Increased
2642
BOS
Bank of Stockton
California
$2.14M +$13.1K 1 1.23% Increased
2643
FAG
Financial Advisory Group
Texas
$2.14M +$938K 2 1.03% Increased
2644
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$2.13M -$770K 1 0.54% Reduced
2645
DVM
Dreman Value Management
Florida
$2.12M -$985K 1 0.64% Reduced
2646
WOC
West Oak Capital
California
$2.12M +$71.4K 4 1.65% Increased
2647
KL
KWMG LLC
Kansas
$2.11M -$61K 2 1.43% Reduced
2648
EA
Elm Advisors
California
$2.1M $0 2 2.08% Maintained
2649
LRIC
Long Road Investment Counsel
Michigan
$2.1M $0 2 1.73% Maintained
2650
SNBOSD
Security National Bank of So Dak
Iowa
$2.1M +$131K 2 2.95% Increased