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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
SC
SRB Corp
Massachusetts
$281K +$276K 2 0.04% New
2702
BMM
Berkshire Money Management
Massachusetts
$278K +$281K 1 0.12% New
2703
CAL
Capital Advisors Ltd
Ohio
$277K -$60.1K 3 0.16% Reduced
2704
NA
Nottingham Advisors
New York
$273K -$12.8K 1 0.09% Reduced
2705
WA
Willett Advisors
New York
$273K +$276K 1 100% New
2706
UFG
United Fire Group
Iowa
$268K $0 1 0.12% Maintained
2707
AWA
ARS Wealth Advisors
Florida
$265K +$61.8K 1 0.12% Increased
2708
WCM
Wealthcare Capital Management
Virginia
$260K +$57.7K 3 0.04% Increased
2709
CM
Capital Management
Virginia
$254K +$15.6K 1 0.08% Increased
2710
SCCM
Schafer Cullen Capital Management
New York
$254K $0 1 0% Maintained
2711
HIM
Hanlon Investment Management
New Jersey
$249K +$243K 1 0.83% New
2712
GBM
Grace Brothers Management
Illinois
$247K $0 1 0.23% Maintained
2713
TCM
TD Capital Management
Tennessee
$246K +$491 3 0.06% Increased
2714
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$244K $0 1 0.12% Maintained
2715
TCM
Tetrem Capital Management
Manitoba, Canada
$243K -$220K 1 0.01% Reduced
2716
AAA
Alpine Associates Advisors
New Jersey
$233K -$25M 1 0.15% Reduced
2717
Alesco Advisors
Alesco Advisors
New York
$232K +$226K 1 0.02% New
2718
MHP
Manatuck Hill Partners
Connecticut
$231K -$17M 1 0.05% Reduced
2719
FBFS
First Business Financial Services
Wisconsin
$228K +$21.6K 1 0.08% Increased
2720
SCS Capital Management
SCS Capital Management
Massachusetts
$222K +$225K 1 0.01% New
2721
CG
Corundum Group
Colorado
$221K +$2.06K 1 1.05% Increased
2722
MCC
Malaga Cove Capital
California
$219K $0 1 0.18% Maintained
2723
BAM
Banta Asset Management
California
$218K +$216K 1 0.48% New
2724
EMG
Ellington Management Group
Connecticut
$218K -$1.19M 1 0.15% Reduced
2725
SMA
Simply Money Advisors
Ohio
$216K +$211K 1 0.03% New