← All themes

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
MAA
Mraz Amerine & Associates
California
$1.94M -$68.3K 3 0.61% Reduced
2752
DIP
DT Investment Partners
Pennsylvania
$1.93M +$866K 3 0.49% Increased
2753
DP
DSAM Partners
United Kingdom
$1.93M -$22.4M 1 0.53% Reduced
2754
MWVC
Morgens Waterfall Vintiadis & Co
New York
$1.91M -$9.1M 1 1.82% Reduced
2755
IDBONY
Israel Discount Bank of New York
New York
$1.9M +$1.88M 8 1.72% New
2756
AIM
Act II Management
New York
$1.9M +$1.89M 1 1.37% New
2757
QAM
Quantres Asset Management
Cayman Islands
$1.89M +$61.5K 4 1.31% Increased
2758
OAM
Occidental Asset Management
California
$1.89M +$349K 2 1.36% Increased
2759
KLI
Kelman-Lazarov Inc
Tennessee
$1.89M -$791K 5 1.07% Reduced
2760
LAM
Lingohr Asset Management
Germany
$1.88M +$640K 2 1.15% Increased
2761
AIP
Almanack Investment Partners
Pennsylvania
$1.87M +$1.85M 2 1.56% New
2762
WCMNY
Westchester Capital Management (New York)
New York
$1.87M $0 1 0.05% Maintained
2763
DIA
Dean Investment Associates
Ohio
$1.87M -$3.65M 2 0.32% Reduced
2764
RVM
Robinson Value Management
Texas
$1.87M +$1.89M 1 1.75% New
2765
BCM
Basswood Capital Management
New York
$1.86M -$1.13M 1 0.08% Reduced
2766
NED
Nancy E. Dempze
$1.85M +$51K 1 3.23% Increased
2767
BFG
Barber Financial Group
Kansas
$1.84M +$1.82M 2 0.67% New
2768
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$1.84M +$1.8M 1 0.43% New
2769
Empirical Finance
Empirical Finance
Pennsylvania
$1.84M +$1.88M 11 1.24% New
2770
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$1.83M +$10.2K 3 0.18% Increased
2771
USGIU
U.S. Global Investors (USGI)
Texas
$1.83M -$1.38M 2 0.77% Reduced
2772
GEA
Glen Eagle Advisors
New Jersey
$1.81M +$1.81M 6 1.63% New
2773
ACP
Arcus Capital Partners
Georgia
$1.81M +$13.6K 5 1.22% Increased
2774
First Pacific Advisors
First Pacific Advisors
California
$1.81M +$950K 1 0.01% Increased
2775
PRHC
P.R. Herzig & Co
New York
$1.8M +$247K 2 3.68% Increased