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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
2801
AWM
AllSquare Wealth Management
New York
$835K +$122K 6 0.8% Increased
2802
IAMOG
Investors Asset Management of Georgia
Georgia
$831K $0 3 0.68% Maintained
2803
HCM
HM Capital Management
Missouri
$830K -$12.1K 2 0.86% Reduced
2804
SFS
Summit Financial Strategies
Ohio
$799K -$8.33K 1 0.64% Reduced
2805
AEPG
American Economic Planning Group
New Jersey
$781K +$11.1K 1 0.3% Increased
2806
RB
Rodgers Brothers
Pennsylvania
$775K +$187K 2 0.38% Increased
2807
PIM
Parasol Investment Management
Illinois
$770K $0 5 0.48% Maintained
2808
Valmark Advisers
Valmark Advisers
Ohio
$770K -$1.93K 1 0.02% Reduced
2809
KFA
Kays Financial Advisory
Georgia
$767K +$212K 1 0.45% Increased
2810
LD
Lipe & Dalton
New York
$763K +$2.42K 1 0.53% Increased
2811
AIM
Acuity Investment Management
Ontario, Canada
$759K $0 1 1.07% Maintained
2812
CM
Capital Management
Virginia
$756K -$3.08M 1 0.26% Reduced
2813
TCM
Towercrest Capital Management
Pennsylvania
$743K +$117K 1 0.78% Increased
2814
PWAG
Polaris Wealth Advisory Group
California
$740K +$718K 1 0.13% New
2815
FNBSF
First National Bank Sioux Falls
South Dakota
$735K -$3.89K 4 2.13% Reduced
2816
FNYS
First New York Securities
New York
$733K -$429K 5 0.72% Reduced
2817
MCM
Marathon Capital Management
Maryland
$729K +$29.2K 1 0.32% Increased
2818
SJL
Shayne & Jacobs LLC
Tennessee
$729K $0 1 0.57% Maintained
2819
IC
IKOS CIF
Cyprus
$724K -$688K 4 1.67% Reduced
2820
EEG
E.E. Geduld
$710K -$1.54M 1 0.47% Reduced
2821
SEC
Seven Eight Capital
New York
$708K -$1.48M 11 1.18% Reduced
2822
Waverly Advisors
Waverly Advisors
Alabama
$707K +$9.69K 6 0.36% Increased
2823
DC
Deschaine & Company
Illinois
$702K -$53.6K 1 1.16% Reduced
2824
CFG
CKW Financial Group
Hawaii
$697K +$8.58K 9 0.28% Increased
2825
HP
Holowesko Partners
Bahamas
$697K -$46.2M 1 0.05% Reduced