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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
CIC
Chase Investment Counsel
Virginia
$724K -$97.8K 2 0.32% Reduced
2877
NFG
Noven Financial Group
Colorado
$721K +$21.4K 1 0.49% Increased
2878
Old Mission Capital
Old Mission Capital
Illinois
$721K -$894K 1 0.05% Reduced
2879
WIP
Wellesley Investment Partners
Massachusetts
$712K +$80.6K 1 0.38% Increased
2880
KBG
Kahn Brothers Group
New York
$696K +$659K 1 0.13% New
2881
CFA
CT Financial Advisors
Pennsylvania
$693K -$1.75M 7 0.43% Reduced
2882
CLA
Cranberry Lake Advisors
Texas
$685K $0 1 0.44% Maintained
2883
SJIC
St. James Investment Company
Texas
$683K +$108K 1 0.09% Increased
2884
SC
Searle & Co
Connecticut
$681K -$727K 1 6.92% Reduced
2885
SGS
Sterling Global Strategies
California
$680K +$402K 2 2.58% Increased
2886
BCCM
Blue Clay Capital Management
Minnesota
$669K -$2.01M 2 0.78% Reduced
2887
HFBOT
Home Federal Bank of Tennessee
Tennessee
$669K $0 1 0.4% Maintained
2888
SC
Stralem & Co
New York
$669K $0 1 0.08% Maintained
2889
WAM
Wallington Asset Management
Indiana
$664K $0 1 0.21% Maintained
2890
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$656K -$11.9K 1 2.29% Reduced
2891
ASP
Adams Street Partners
Illinois
$655K -$727K 1 0.11% Reduced
2892
JGGDR
JGP Global Gestao de Recursos
Brazil
$653K -$555K 1 0.13% Reduced
2893
SJL
Shayne & Jacobs LLC
Tennessee
$647K $0 1 0.54% Maintained
2894
SA
SRH Advisors
Kansas
$647K -$23.6K 8 3.44% Reduced
2895
CIP
Capital Insight Partners
Arizona
$646K +$207K 2 0.61% Increased
2896
SCCM
Schafer Cullen Capital Management
New York
$645K +$63.3K 2 0.01% Increased
2897
WCM
Windsor Capital Management
Arizona
$645K +$119K 1 0.38% Increased
2898
Weiss Asset Management
Weiss Asset Management
Massachusetts
$632K +$636K 1 0.11% New
2899
SHWM
Smith & Howard Wealth Management
Georgia
$626K -$246K 1 0.3% Reduced
2900
SFS
Summit Financial Strategies
Ohio
$625K +$1.89K 1 0.46% Increased