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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
2751
WC
Weil Company
California
$33.3M +$486K 3 5.86% Increased
2752
AWP
Accretive Wealth Partners
New Jersey
$33.3M +$2.18M 4 8.08% Increased
2753
AWM
Aviso Wealth Management
Washington
$33.3M +$43.3K 5 11.33% Increased
2754
TC
Trilogy Capital
California
$33.2M -$2.91M 6 1.29% Reduced
2755
BWM
Bernard Wealth Management
Michigan
$33.2M -$2.18M 10 12.25% Reduced
2756
LA
LexAurum Advisors
Kansas
$33.2M +$187K 6 3.84% Increased
2757
SFCL
Strengthening Families & Communities LLC
Massachusetts
$33.2M -$2.4M 18 7.39% Reduced
2758
HAS
HBW Advisory Services
California
$33.2M +$1.44M 7 3% Increased
2759
TSS
Thomas Story & Son
Indiana
$33.2M +$5.87K 3 11.73% Increased
2760
HP
Highlander Partners
Texas
$33.2M $0 2 11.11% Maintained
2761
OPW
Oxler Private Wealth
New York
$33.1M -$803K 2 9.46% Reduced
2762
MCM
MV Capital Management
Maryland
$33.1M -$719K 26 2.94% Reduced
2763
CW
Channel Wealth
California
$33.1M -$13.2M 5 7.43% Reduced
2764
EIM
Essex Investment Management
Massachusetts
$33M +$2.64M 8 4.32% Increased
2765
CAMV
Concord Asset Management (Virginia)
Virginia
$33M -$909K 4 5.11% Reduced
2766
TWM
TRB Wealth Management
Texas
$32.9M -$4.8M 5 4.38% Reduced
2767
SICM
Sustainable Insight Capital Management
New York
$32.9M -$30.8M 5 14.12% Reduced
2768
SP
Stonebrook Private
Michigan
$32.9M -$575K 4 6.01% Reduced
2769
RGC
Roberts, Glore & Co
Illinois
$32.9M -$201K 7 8.14% Reduced
2770
MP
Mangrove Partners
Connecticut
$32.9M -$444K 9 2.16% Reduced
2771
PIM
Peregrine Investment Management
Ontario, Canada
$32.9M +$3.14M 3 14.02% Increased
2772
FP
Financial Perspectives
Minnesota
$32.9M +$2.05M 16 8% Increased
2773
RGC
Rubicon Global Capital
United Kingdom
$32.8M -$1M 2 12.04% Reduced
2774
FHC
First Heartland Consultants
Missouri
$32.8M +$436K 8 2.12% Increased
2775
GAM
Grandview Asset Management
Pennsylvania
$32.8M -$252K 4 8.14% Reduced