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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
2726
IA
Insight Advisors
Pennsylvania
$33.7M -$2.26M 5 5.95% Reduced
2727
SHFA
SS&H Financial Advisors
Michigan
$33.7M +$34.2M 4 8.62% New
2728
GHAM
Gilman Hill Asset Management
Connecticut
$33.7M +$1.22M 6 4.61% Increased
2729
DWM
Drive Wealth Management
Utah
$33.7M +$2.7M 9 6% Increased
2730
PWS
Proactive Wealth Strategies
Georgia
$33.7M +$2.44M 5 5.4% Increased
2731
HA
Hamel Associates
New Jersey
$33.7M -$1.22M 3 9.28% Reduced
2732
BA
Ballast Advisors
Minnesota
$33.6M -$879K 5 8.01% Reduced
2733
DRW Securities
DRW Securities
Illinois
$33.6M +$2.52M 19 0.82% Increased
2734
GP
Greenline Partners
New York
$33.6M +$2.93M 5 3.42% Increased
2735
IA
Intellus Advisors
Florida
$33.5M -$3.33M 5 4.07% Reduced
2736
MWM
Mattern Wealth Management
Kansas
$33.5M +$1.98M 4 5.49% Increased
2737
IAM
Iridian Asset Management
Connecticut
$33.5M -$3.57M 2 11.49% Reduced
2738
LC
Lakehouse Capital
Australia
$33.4M -$4M 3 36.97% Reduced
2739
CIC
Chase Investment Counsel
Virginia
$33.4M +$11M 4 7.06% Increased
2740
SW
SkyOak Wealth
Michigan
$33.4M -$1.52M 5 5.46% Reduced
2741
PP
Pacifica Partners
Canada
$33.4M -$540K 7 10.08% Reduced
2742
DW30
Drucker Wealth 3.0
New Jersey
$33.4M +$330K 7 5.28% Increased
2743
NIMC
Nierenberg Investment Management Company
Washington
$33.4M $0 3 16.57% Maintained
2744
BWM
Bulltick Wealth Management
Florida
$33.4M +$20.6K 5 6.8% Increased
2745
WPI
Walter Public Investments
Canada
$33.3M -$2.4M 3 8.02% Reduced
2746
EI
Ellevest Inc
New York
$33.3M +$2.64M 11 3.93% Increased
2747
I
InterCapital
Texas
$33.3M -$3.99M 7 8.32% Reduced
2748
MICM
Matthews International Capital Management
California
$33.3M +$4.24M 5 11.42% Increased
2749
ITIM
Indiana Trust & Investment Management
Indiana
$33.3M +$107K 8 9.1% Increased
2750
AIM
Advyzon Investment Management
Illinois
$33.3M +$3.28M 7 2.42% Increased