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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
2901
UONDDL
University of Notre Dame du Lac
Indiana
$474K +$549K 1 0.71% New
2902
Dakota Wealth Management
Dakota Wealth Management
Florida
$472K +$1.66K 1 0.29% Increased
2903
GPGA
Grandeur Peak Global Advisors
Utah
$463K $0 1 0.09% Maintained
2904
HIC
Holderness Investments Company
North Carolina
$463K -$17.1K 1 0.47% Reduced
2905
DIP
DT Investment Partners
Pennsylvania
$459K +$261K 1 0.12% Increased
2906
ASA
Armstrong Shaw Associates
Connecticut
$453K $0 1 0.1% Maintained
2907
QAM
Quantres Asset Management
Cayman Islands
$452K -$1.83M 1 0.36% Reduced
2908
GA
Geller Advisors
New York
$450K +$1.15K 1 0.26% Increased
2909
TI
Telemetry Investments
New York
$450K +$221K 1 0.2% Increased
2910
SCM
Symons Capital Management
Pennsylvania
$441K -$12.3K 2 0.11% Reduced
2911
3NC
300 North Capital
California
$438K -$23.5M 1 2.68% Reduced
2912
CPP
Crow Point Partners
Massachusetts
$438K -$67.3K 1 0.06% Reduced
2913
IOOF
Independent Order of Foresters
Ontario, Canada
$436K -$42.1K 1 0.41% Reduced
2914
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$434K +$418K 1 0.16% New
2915
PTCG
Pring Turner Capital Group
California
$433K +$16K 1 0.47% Increased
2916
SCA
Sippican Capital Advisors
Massachusetts
$433K +$5.25K 1 0.44% Increased
2917
AIM
Ada Investment Management
New York
$432K +$439K 1 0.54% New
2918
NV
Nair Vinay
$432K -$1.06M 1 0.54% Reduced
2919
CCM
Contrarian Capital Management
Connecticut
$426K -$441K 1 0.21% Reduced
2920
RCA
Rex Capital Advisors
Rhode Island
$422K -$1.25M 1 0.42% Reduced
2921
FCM
Forester Capital Management
Illinois
$416K $0 1 0.34% Maintained
2922
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$415K +$12.5K 2 0.08% Increased
2923
FMP
Financial Management Professionals
Texas
$414K +$128 4 0.19% Increased
2924
SC
SRB Corp
Massachusetts
$414K -$55K 3 0.05% Reduced
2925
RCG
Ruggie Capital Group
Florida
$411K +$201K 4 0.34% Increased