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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
BMCM
Bryn Mawr Capital Management
Pennsylvania
$2.07M -$155K 1 2.15% Reduced
2852
NBG
Nancy B. Gardiner
$2.06M -$8.54K 1 3.83% Reduced
2853
TI
Telemetry Investments
New York
$2.05M +$2.08M 2 0.73% New
2854
LTI
Laffer Tengler Investments
Tennessee
$2.05M -$123K 2 0.54% Reduced
2855
AFS
Access Financial Services
Minnesota
$2.05M +$23.2K 2 1.57% Increased
2856
SAM
Shamrock Asset Management
Texas
$2.04M -$186K 5 1.31% Reduced
2857
IWA
Inspirion Wealth Advisors
Illinois
$2.03M -$233K 1 1.03% Reduced
2858
Peconic Partners
Peconic Partners
New York
$2.01M -$3.1M 1 0.32% Reduced
2859
DAM
DLD Asset Management
New York
$2.01M +$1.36M 1 0.2% New
2860
BCM
Blockhouse Capital Management
New York
$2.01M +$1.9M 1 0.54% New
2861
LMR Partners
LMR Partners
United Kingdom
$2M -$25M 2 0.22% Reduced
2862
MGAM
McGowan Group Asset Management
Texas
$2M +$50.5K 2 0.39% Increased
2863
PCM
Perkins Capital Management
Minnesota
$1.99M -$177K 3 2.09% Reduced
2864
SG
StepStone Group
California
$1.99M $0 1 1.31% Maintained
2865
GHAM
Gilman Hill Asset Management
Connecticut
$1.97M +$163K 2 0.81% Increased
2866
SFG
Summit Financial Group
West Virginia
$1.97M +$254K 3 1.64% Increased
2867
FIM
Farmhouse Investment Management
California
$1.96M +$1.78M 2 0.91% Increased
2868
BPM
Bronson Point Management
Connecticut
$1.95M +$1.97M 1 0.63% New
2869
QCMA
Quad Capital Management Advisors
New York
$1.95M +$1.79M 3 0.4% New
2870
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$1.95M -$24.5K 2 0.91% Reduced
2871
SSW
Smith Shellnut Wilson
Mississippi
$1.95M -$262K 3 1.72% Reduced
2872
Dakota Wealth Management
Dakota Wealth Management
Florida
$1.95M -$27.2K 1 1.05% Reduced
2873
BCM
Baltimore Capital Management
Maryland
$1.94M $0 1 2.73% Maintained
2874
BWA
Burt Wealth Advisors
Maryland
$1.94M -$359K 6 1.27% Reduced
2875
PAS
Point72 Asia (Singapore)
Singapore
$1.93M +$1.82M 1 19.25% New