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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
2851
CFIA
Cantor Fitzgerald Investment Advisors
New York
$31.2M +$282K 4 2.1% Increased
2852
AWA
Acumen Wealth Advisors
Tennessee
$31.2M +$2.04M 13 6.61% Increased
2853
ICM
Incision Capital Management
California
$31.1M +$1.32M 1 30.18% Increased
2854
SIC
Sterling Investment Counsel
New York
$31.1M -$153K 7 7.32% Reduced
2855
CWAG
Compton Wealth Advisory Group
Virginia
$31.1M -$296K 3 6.28% Reduced
2856
DWML
Decker Wealth Management LLC
Tennessee
$31.1M -$425K 3 6.6% Reduced
2857
KMWM
Keudell/Morrison Wealth Management
Oregon
$31.1M +$482K 6 5.87% Increased
2858
RFN
RDA Financial Network
Iowa
$31M -$784K 5 6.76% Reduced
2859
CAC
Certified Advisory Corp
Florida
$31M -$300K 5 2.5% Reduced
2860
HC
Headwater Capital
China
$31M -$14.2M 1 6.19% Reduced
2861
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$30.9M +$2.6M 7 0.35% Increased
2862
CCT
Chemung Canal Trust
New York
$30.9M -$1.98M 3 5.72% Reduced
2863
MA
MSA Advisors
California
$30.9M +$322K 4 7.94% Increased
2864
FCFC
First Commonwealth Financial Corp
Pennsylvania
$30.9M -$488K 4 4.32% Reduced
2865
BLC
Brown, Lisle/Cummings
Rhode Island
$30.8M +$242K 16 6.9% Increased
2866
SCM
Sterneck Capital Management
Missouri
$30.8M -$1.08M 7 13.18% Reduced
2867
CCA
Childress Capital Advisors
Texas
$30.7M +$110K 8 5.03% Increased
2868
KF
KKM Financial
Illinois
$30.7M +$9.06M 4 4.21% Increased
2869
VWM
VCI Wealth Management
Missouri
$30.7M -$414K 3 7.69% Reduced
2870
BEC
Blue Edge Capital
Virginia
$30.7M -$1.28M 2 3.69% Reduced
2871
MCM
Mudrick Capital Management
New York
$30.7M +$192K 1 6.85% Increased
2872
TI
TTP Investments
California
$30.7M +$328K 2 12.43% Increased
2873
WAOTB
Wealth Advisors of Tampa Bay
Florida
$30.6M -$406K 4 9.37% Reduced
2874
WA
WBH Advisory
Maryland
$30.6M -$469K 5 2.06% Reduced
2875
KF
Ketron Financial
California
$30.6M -$1.41M 2 9.5% Reduced