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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
PGA
Portland Global Advisors
Maine
$2.17M -$42.3K 2 0.96% Reduced
2627
CFA
Cahill Financial Advisors
Minnesota
$2.17M +$149K 1 1.41% Increased
2628
HIP
Hatteras Investment Partners
North Carolina
$2.17M +$1.73M 3 7.42% Increased
2629
HWP
Hefty Wealth Partners
Indiana
$2.17M +$1.28M 4 1.64% Increased
2630
LG
Leuthold Group
Minnesota
$2.16M -$557K 2 0.23% Reduced
2631
BRA
Blue Rock Advisors
Minnesota
$2.16M +$335K 2 4.78% Increased
2632
KL
KWMG LLC
Kansas
$2.13M -$64.4K 2 1.03% Reduced
2633
NFGCM
Norman Fields Gottscho Capital Management
New York
$2.13M +$258K 2 1.41% Increased
2634
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$2.13M -$39.9K 2 1.82% Reduced
2635
WCM
Windsor Capital Management
Arizona
$2.12M +$1.44M 2 1.16% Increased
2636
ARM
Adirondack Research & Management
New York
$2.12M $0 1 0.76% Maintained
2637
LCG
Lisanti Capital Growth
New York
$2.11M +$1.01M 3 2.67% Increased
2638
RB
Rodgers Brothers
Pennsylvania
$2.1M +$123K 3 0.84% Increased
2639
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.08M -$21.9M 2 0.5% Reduced
2640
ABFS
Appropriate Balance Financial Services
Washington
$2.08M +$498K 2 1.33% Increased
2641
MCM
Millie Capital Management
California
$2.08M -$981K 1 2.29% Reduced
2642
FO
FT Options
Illinois
$2.07M -$1.54M 4 1.64% Reduced
2643
KFA
Kelleher Financial Advisors
New York
$2.07M $0 1 1.17% Maintained
2644
SFA
Stewardship Financial Advisors
Georgia
$2.07M -$437 1 1.33% Reduced
2645
GBT
Grove Bank & Trust
Florida
$2.06M +$167K 5 1.76% Increased
2646
PVWM
Point View Wealth Management
New Jersey
$2.06M -$230K 2 1.22% Reduced
2647
SCM
Signia Capital Management
Washington
$2.04M -$4.96K 1 5.38% Reduced
2648
ASP
Adams Street Partners
Illinois
$2.04M +$948K 1 0.38% Increased
2649
FPCM
Financial Partners Capital Management
New York
$2.04M -$380K 3 0.52% Reduced
2650
MAA
Mraz Amerine & Associates
California
$2.03M -$12.6K 3 0.69% Reduced