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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
RPG
Risk Paradigm Group
Texas
$289K +$95.6K 4 0.6% Increased
2902
CAL
Capital Advisors Ltd
Ohio
$287K -$78.7K 3 0.16% Reduced
2903
NA
Nottingham Advisors
New York
$286K -$37K 1 0.05% Reduced
2904
PTCG
Pring Turner Capital Group
California
$284K -$103K 1 0.41% Reduced
2905
EPP
ETF Portfolio Partners
Kansas
$278K +$296K 1 0.26% New
2906
TCMG
TSP Capital Management Group
New Jersey
$278K $0 1 0.16% Maintained
2907
VCP
Vista Capital Partners
Oregon
$276K -$14.8K 1 0.09% Reduced
2908
VF
Virtu Financial
New York
$274K -$699K 1 0.04% Reduced
2909
Alesco Advisors
Alesco Advisors
New York
$273K -$46.3K 1 0.02% Reduced
2910
Park Avenue Securities
Park Avenue Securities
New York
$273K +$290K 1 0.07% New
2911
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$269K -$11M 1 0.06% Reduced
2912
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$264K +$280K 1 0.01% New
2913
ACM
Addison Clark Management
Connecticut
$262K +$278K 1 0.23% New
2914
GC
Gibson Capital
Pennsylvania
$255K -$67K 1 0.08% Reduced
2915
GBM
Grace Brothers Management
Illinois
$254K -$17.6K 1 1.04% Reduced
2916
WI
Wedgewood Investors
Pennsylvania
$252K $0 1 0.26% Maintained
2917
CBOR
Community Bank of Raymore
Missouri
$250K -$2.75K 1 0.14% Reduced
2918
HA
Heartland Advisors
Wisconsin
$243K -$1.58M 1 0.01% Reduced
2919
MCMT
Moon Capital Management (Tennessee)
Tennessee
$241K +$256K 1 0.35% New
2920
PO
Private Ocean
California
$240K -$1.13M 3 0.18% Reduced
2921
MKC
M. Kraus & Co
Vermont
$234K $0 1 0.19% Maintained
2922
MFS
Madrona Financial Services
Washington
$230K +$21.6K 1 0.25% Increased
2923
RCG
Ruggie Capital Group
Florida
$230K -$171K 2 0.22% Reduced
2924
Fenimore Asset Management
Fenimore Asset Management
New York
$229K $0 1 0.01% Maintained
2925
SIAM
Sterling Investment Advisors (Missouri)
Missouri
$227K +$1.79K 1 0.26% Increased