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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
SFPM
Sensible Financial Planning & Management
Massachusetts
$787K -$146K 3 0.54% Reduced
2877
CFA
CT Financial Advisors
Pennsylvania
$775K -$11.9K 8 0.47% Reduced
2878
LP
LGL Partners
Pennsylvania
$772K -$261K 2 0.4% Reduced
2879
FIMG
Financial & Investment Management Group
Michigan
$770K -$413K 1 0.25% Reduced
2880
DPI
Diversified Portfolios Inc
Michigan
$747K -$98.9K 2 0.47% Reduced
2881
GC
Gratry & Company
Ohio
$742K +$183K 2 0.58% Increased
2882
SFS
Summit Financial Strategies
Ohio
$738K -$635 1 0.52% Reduced
2883
SCCM
Schafer Cullen Capital Management
New York
$737K +$31.3K 2 0.01% Increased
2884
WCBA
Weaver C. Barksdale & Associates
Tennessee
$723K +$202K 5 1.21% Increased
2885
BWM
Biltmore Wealth Management
Arizona
$715K -$145K 1 0.64% Reduced
2886
TG
TLP Group
Illinois
$707K -$1.19M 5 0.75% Reduced
2887
MCM
Marathon Capital Management
Maryland
$704K -$6.88K 1 0.35% Reduced
2888
PM
Parametrica Management
Hong Kong
$704K -$1.89M 3 1.94% Reduced
2889
PIM
Parasol Investment Management
Illinois
$701K +$64.7K 5 0.73% Increased
2890
WCM
Weatherstone Capital Management
Colorado
$696K +$179K 1 0.57% Increased
2891
LIM
Loudon Investment Management
New Hampshire
$693K -$5.93K 2 0.54% Reduced
2892
FP
FDO Partners
Massachusetts
$688K -$4.39M 1 0.3% Reduced
2893
CWM
Connecticut Wealth Management
Connecticut
$685K +$642K 1 0.49% New
2894
NAM
Needelman Asset Management
California
$685K $0 1 2.06% Maintained
2895
NRCM
Northern Right Capital Management
Connecticut
$684K +$639K 1 1.63% Increased
2896
TCM
Towercrest Capital Management
Pennsylvania
$671K $0 1 0.6% Maintained
2897
CCM
Carlson Capital Management
Minnesota
$667K +$77.9K 1 0.23% Increased
2898
BOIA
Bush ODonnell Investment Advisors
Missouri
$665K +$55.6K 2 0.44% Increased
2899
MWM
MinichMacGregor Wealth Management
New York
$664K +$54.7K 8 0.62% Increased
2900
HIC
Holderness Investments Company
North Carolina
$663K +$56.6K 1 0.66% Increased