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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
2926
WAM
Wallington Asset Management
Indiana
$551K +$527K 1 0.18% New
2927
LFR
Lehman Financial Resources
Pennsylvania
$547K $0 1 0.29% Maintained
2928
SCM
Stonehearth Capital Management
Massachusetts
$545K +$9.13K 2 0.48% Increased
2929
DA
DSC Advisors
Illinois
$536K -$305K 1 0.32% Reduced
2930
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$535K +$6.32K 2 0.18% Increased
2931
GIM
Guild Investment Management
California
$534K -$3.49K 1 0.82% Reduced
2932
SJIC
St. James Investment Company
Texas
$534K +$45.5K 1 0.07% Increased
2933
BDF
Balasa Dinverno & Foltz
$529K -$861K 1 0.09% Reduced
2934
NCA
NCM Capital Advisers
North Carolina
$528K +$130K 1 1.53% Increased
2935
RVPG
Relative Value Partners Group
$526K +$77.8K 2 0.06% Increased
2936
EVC
Eidelman Virant Capital
Missouri
$522K -$840K 1 0.35% Reduced
2937
AFIA
America First Investment Advisors
Nebraska
$519K $0 1 0.23% Maintained
2938
BO
Bach Option
Hong Kong
$519K +$162K 2 0.31% Increased
2939
RAM
Riggs Asset Management
Pennsylvania
$518K +$9.97K 2 0.37% Increased
2940
HM
Harvest Management
New York
$512K $0 2 0.48% Maintained
2941
MPMG
Minneapolis Portfolio Management Group
Minnesota
$512K $0 1 0.09% Maintained
2942
OAJ
Ogorek Anthony Joseph
New York
$502K +$33K 3 0.41% Increased
2943
Clal Insurance
Clal Insurance
Israel
$501K +$458K 1 0.01% New
2944
CFS
Commonwealth Financial Services
West Virginia
$501K -$23.8K 3 0.74% Reduced
2945
EGM
Espalier Global Management
New York
$497K -$3.66M 1 0.07% Reduced
2946
RCG
Ruggie Capital Group
Florida
$492K +$453K 3 0.5% New
2947
CM
Cornerstone Management
Georgia
$491K +$449K 1 0.31% New
2948
CIP
Capital Insight Partners
Arizona
$488K -$176K 1 0.5% Reduced
2949
WCM
Windsor Capital Management
Arizona
$488K -$114K 1 0.3% Reduced
2950
NEPPG
New England Professional Planning Group
Rhode Island
$487K +$123K 2 0.49% Increased