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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
2701
SFI
SPC Financial Inc
Maryland
$215K +$197K 1 0.06% New
2702
FBFS
First Business Financial Services
Wisconsin
$209K -$6.13K 1 0.08% Reduced
2703
SM
Salzhauer Michael
$205K +$201K 1 0.19% New
2704
AIA
Arbor Investment Advisors
North Carolina
$204K $0 1 0.11% Maintained
2705
CG
Corundum Group
Colorado
$202K +$185K 1 0.95% New
2706
MCC
Malaga Cove Capital
California
$202K +$185K 1 0.17% New
2707
HP
HT Partners
Connecticut
$201K -$14.6K 1 0.11% Reduced
2708
PCM
Piermont Capital Management
Missouri
$194K +$46.7K 1 0.08% Increased
2709
WCM
Wealthcare Capital Management
Virginia
$189K -$4.55K 3 0.03% Reduced
2710
CFSG
Community Financial Services Group
Vermont
$187K -$25.1K 3 0.09% Reduced
2711
PC
Pier Capital
Connecticut
$160K +$51.2K 1 0.02% Increased
2712
FFS
Founders Financial Securities
Maryland
$150K +$145K 1 0.1% New
2713
Horizon Investments
Horizon Investments
North Carolina
$150K +$9.03K 1 0.02% Increased
2714
MLM
Mount Lucas Management
Pennsylvania
$146K -$46.2K 1 0.02% Reduced
2715
OAM
Orinda Asset Management
California
$135K +$123K 1 0.26% New
2716
EARNEST Partners
EARNEST Partners
Georgia
$95K $0 3 0% Maintained
2717
AIM
ADAR Investment Management
New Jersey
$84K +$70.9K 1 2.67% New
2718
TCM
Tributary Capital Management
Nebraska
$65K +$59.6K 1 0.01% New
2719
MIM
Macroview Investment Management
Maryland
$59K -$5.59K 4 0.08% Reduced
2720
JWA
JFS Wealth Advisors
Pennsylvania
$52K -$2.78M 4 0.01% Reduced
2721
EMA
Efficient Market Advisors
California
$49K $0 1 0.01% Maintained
2722
PFG
Piershale Financial Group
Illinois
$48K -$2.57M 4 0.04% Reduced
2723
CWM
Cranbrook Wealth Management
Michigan
$47K -$51.1K 2 0.03% Reduced
2724
WAM
Wallington Asset Management
Indiana
$40K $0 2 0.01% Maintained
2725
YCM
Yakira Capital Management
Connecticut
$40K +$35.6K 1 0.03% New