← 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
2876
SC
SRB Corp
Massachusetts
$489K +$50.6K 3 0.07% Increased
2877
DPI
Diversified Portfolios Inc
Michigan
$487K -$595K 1 0.31% Reduced
2878
FCM
Forester Capital Management
Illinois
$483K $0 1 0.39% Maintained
2879
KA
Kerrisdale Advisers
Florida
$483K +$495K 1 0.16% Increased
2880
HIC
Holderness Investments Company
North Carolina
$476K $0 1 0.48% Maintained
2881
SRC
Stone Run Capital
New York
$476K -$6.04K 1 0.31% Reduced
2882
MWP
Moller Wealth Partners
$475K +$213K 1 0.22% Increased
2883
AFS
Aft Forsyth & Sober
Florida
$473K $0 1 0.11% Maintained
2884
LAM
Lingohr Asset Management
Germany
$470K -$2.3M 1 0.27% Reduced
2885
BWM
Baystate Wealth Management
Massachusetts
$468K +$5.07K 1 0.13% Increased
2886
Dakota Wealth Management
Dakota Wealth Management
Florida
$467K -$7.49K 1 0.28% Reduced
2887
RIM
Ranger Investment Management
Texas
$459K -$15.1K 1 0.02% Reduced
2888
HRT Financial
HRT Financial
New York
$454K -$149K 2 0.58% Reduced
2889
SIA
Starfire Investment Advisers
Michigan
$451K +$438K 1 0.3% New
2890
ASA
Armstrong Shaw Associates
Connecticut
$449K -$23.3K 1 0.1% Reduced
2891
GA
Geller Advisors
New York
$445K +$966 1 0.26% Increased
2892
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$434K -$16.4K 2 0.08% Reduced
2893
SCA
Sippican Capital Advisors
Massachusetts
$424K +$1.93K 1 0.43% Increased
2894
FMP
Financial Management Professionals
Texas
$423K -$83.2K 4 0.2% Reduced
2895
SCM
Symons Capital Management
Pennsylvania
$420K -$122K 2 0.1% Reduced
2896
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$416K +$404K 1 0.18% New
2897
PTCG
Pring Turner Capital Group
California
$414K +$402K 1 0.46% New
2898
CAM
Cubic Asset Management
Massachusetts
$412K +$400K 1 0.13% New
2899
UMA
USA Mutuals Advisors
Texas
$411K +$426K 1 0.19% New
2900
WCM
Windsor Capital Management
Arizona
$400K +$1.62K 1 0.23% Increased