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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
2876
GC
Gratry & Company
Ohio
$435K -$2.35M 1 0.14% Reduced
2877
TSS
Thomas Story & Son
Indiana
$429K -$6.91K 1 0.26% Reduced
2878
SFI
SPC Financial Inc
Maryland
$427K +$10.2K 1 0.12% Increased
2879
CMP
Courage Miller Partners
Virginia
$422K +$326 1 0.35% Increased
2880
Dakota Wealth Management
Dakota Wealth Management
Florida
$422K +$415K 1 0.26% New
2881
HIC
Holderness Investments Company
North Carolina
$422K +$417K 1 0.43% New
2882
ASA
Armstrong Shaw Associates
Connecticut
$420K -$10.5M 1 0.08% Reduced
2883
AFS
Aft Forsyth & Sober
Florida
$419K $0 1 0.09% Maintained
2884
WCM
Windsor Capital Management
Arizona
$416K +$17.1K 1 0.23% Increased
2885
BWM
Baystate Wealth Management
Massachusetts
$411K -$7.84K 1 0.13% Reduced
2886
OAJ
Ogorek Anthony Joseph
New York
$409K +$402K 2 0.31% New
2887
FRM
Foundation Resource Management
Arkansas
$406K -$13.6K 1 0.06% Reduced
2888
LFR
Lehman Financial Resources
Pennsylvania
$405K -$31.7K 4 0.2% Reduced
2889
RWJF
Robert Wood Johnson Foundation
New Jersey
$405K $0 1 0.03% Maintained
2890
SRC
Stone Run Capital
New York
$395K +$35.9K 1 0.27% Increased
2891
GA
Geller Advisors
New York
$394K -$230K 1 0.23% Reduced
2892
SIM
Strategic Investment Management
Virginia
$386K -$87.7K 2 0.11% Reduced
2893
PR
Payden & Rygel
California
$380K $0 2 0.07% Maintained
2894
NCA
NCM Capital Advisers
North Carolina
$375K -$298K 1 0.53% Reduced
2895
SCA
Sippican Capital Advisors
Massachusetts
$375K +$3.27K 1 0.37% Increased
2896
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$371K +$3.12K 2 0.22% Increased
2897
EP
Edgestream Partners
New Jersey
$369K -$2.39M 1 0.84% Reduced
2898
BA
Bard Associates
Illinois
$367K -$5.44K 2 0.17% Reduced
2899
FIMG
Financial & Investment Management Group
Michigan
$362K -$1.53M 1 0.1% Reduced
2900
WCM
Washington Capital Management
Washington
$356K $0 1 0.15% Maintained