← 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
2901
TSS
Thomas Story & Son
Indiana
$397K $0 1 0.25% Maintained
2902
AWA
ARS Wealth Advisors
Florida
$396K +$1.54M 1 0.17% New
2903
NCA
NCM Capital Advisers
North Carolina
$395K $0 1 0.53% Maintained
2904
FRM
Foundation Resource Management
Arkansas
$389K $0 1 0.06% Maintained
2905
PR
Payden & Rygel
California
$389K $0 2 0.05% Maintained
2906
CC
Callan Capital
California
$377K -$218K 1 0.08% Reduced
2907
GPGA
Grandeur Peak Global Advisors
Utah
$375K $0 1 0.08% Maintained
2908
SLA
Silver Lake Advisory
Utah
$375K +$1.09K 1 0.3% Increased
2909
LSC
Lesa Sroufe & Co
Washington
$373K $0 1 0.25% Maintained
2910
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$367K $0 2 0.22% Maintained
2911
CBOR
Community Bank of Raymore
Missouri
$362K +$24.7K 1 0.18% Increased
2912
BA
Bard Associates
Illinois
$360K -$47.2K 2 0.17% Reduced
2913
Alesco Advisors
Alesco Advisors
New York
$357K +$48.3K 1 0.03% Increased
2914
HIM
Hanlon Investment Management
New Jersey
$356K +$36.2K 1 0.25% Increased
2915
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$350K -$174M 1 0.35% Reduced
2916
IF
Ironwood Financial
Arizona
$341K +$14.8K 5 0.16% Increased
2917
BSWM
Boston Standard Wealth Management
Massachusetts
$339K -$8.46K 1 0.32% Reduced
2918
CAL
Capital Advisors Ltd
Ohio
$339K $0 3 0.18% Maintained
2919
IIM
Ironwood Investment Management
Massachusetts
$337K -$54.8K 1 0.06% Reduced
2920
SC
Sumit Capital
New York
$336K +$340K 2 4.36% New
2921
WCM
Washington Capital Management
Washington
$329K $0 1 0.19% Maintained
2922
LWA
Lowe Wealth Advisors
Maryland
$323K +$15.4K 5 0.22% Increased
2923
FBFS
First Business Financial Services
Wisconsin
$320K +$26.5K 1 0.1% Increased
2924
WI
Wedgewood Investors
Pennsylvania
$320K $0 1 0.31% Maintained
2925
GC
Gibson Capital
Pennsylvania
$319K -$32.6K 1 0.09% Reduced