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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
EAMA
EFG Asset Management (Americas)
Florida
$38K -$561K 1 0.03% Reduced
2727
ACM
Axel Capital Management
New York
$34K -$504K 1 0.06% Reduced
2728
GCM
Grisanti Capital Management
New York
$33K $0 1 0.01% Maintained
2729
NMIS
Northwestern Mutual Investment Services
Wisconsin
$33K +$24.1K 2 0.01% Increased
2730
RO
Reservoir Operations
New York
$33K $0 1 0.01% Maintained
2731
NHFG
New Harbor Financial Group
Massachusetts
$26K $0 1 0.03% Maintained
2732
FNYS
First New York Securities
New York
$21.5K -$3.01M 1 0.02% Reduced
2733
SFG
Sage Financial Group
Pennsylvania
$19K $0 1 0.01% Maintained
2734
AP
Advisors Preferred
Maryland
$11K -$21.8K 1 0.01% Reduced
2735
CIM
Contravisory Investment Management
Massachusetts
$7K -$353K 1 0% Reduced
2736
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$2.83K +$85 2 0.36% Increased
2737
ACP
Andalusian Capital Partners
Connecticut
$0 -$2.94M 0 – Closed
2738
ACP
Arrowgrass Capital Partners
United Kingdom
$0 -$16.8M 0 – Closed
2739
AIP
ARS Investment Partners
New York
$0 -$23.6M 0 – Closed
2740
ACM
Artha Capital Management
Connecticut
$0 -$3.52M 0 – Closed
2741
AC
Ascend Capital
California
$0 -$4.87M 0 – Closed
2742
BAM
Banta Asset Management
California
$0 -$1.77M 0 – Closed
2743
BCM
Bares Capital Management
Texas
$0 -$22.7M 0 – Closed
2744
BCM
Bodri Capital Management
California
$0 -$2.49M 0 – Closed
2745
BS
Bow Street
New York
$0 -$2.31M 0 – Closed
2746
BRIM
Broad Run Investment Management
Virginia
$0 -$21K 0 – Closed
2747
BJ
Brouwer & Janachowski
California
$0 -$275K 0 – Closed
2748
BPGAM
BTG Pactual Global Asset Management
Bermuda
$0 -$211K 0 – Closed
2749
CBCM
Charter Bridge Capital Management
New York
$0 -$4.73M 0 – Closed
2750
CCM
Coghill Capital Management
Illinois
$0 -$2.34M 0 – Closed