← 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
2926
MWM
MinichMacGregor Wealth Management
New York
$529K -$238K 7 0.5% Reduced
2927
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$527K -$12K 2 0.28% Reduced
2928
BIAS
Beacon Investment Advisory Services
New Jersey
$524K +$25.1K 1 0.11% Increased
2929
PTA
Pear Tree Advisors
Massachusetts
$523K +$11.5K 3 0.22% Increased
2930
GIM
Groesbeck Investment Management
New Jersey
$520K -$4.03M 1 0.38% Reduced
2931
EVC
Eidelman Virant Capital
Missouri
$519K +$65.7K 1 0.32% Increased
2932
CFS
Commonwealth Financial Services
West Virginia
$512K $0 3 0.6% Maintained
2933
ECM
Engine Capital Management
New York
$510K +$689K 1 0.61% New
2934
HIC
Holderness Investments Company
North Carolina
$510K -$2.98K 1 0.51% Reduced
2935
KPF
K2 Principal Fund
Ontario, Canada
$510K -$5.68M 1 0.07% Reduced
2936
SCA
Sippican Capital Advisors
Massachusetts
$508K +$24.5K 1 0.6% Increased
2937
WCBA
Weaver C. Barksdale & Associates
Tennessee
$505K -$2.71M 4 0.88% Reduced
2938
CCM
Carlson Capital Management
Minnesota
$493K -$54.1K 1 0.18% Reduced
2939
Hershey Trust Company
Hershey Trust Company
Pennsylvania
$493K -$98K 1 0.01% Reduced
2940
Alesco Advisors
Alesco Advisors
New York
$490K +$165K 1 0.04% Increased
2941
MCM
Mitchell Capital Management
Kansas
$489K +$6.16K 1 0.2% Increased
2942
DA
DSC Advisors
Illinois
$465K -$6.26K 1 0.29% Reduced
2943
OBWP
O'Brien Wealth Partners
Massachusetts
$465K +$49.1K 1 0.32% Increased
2944
OAJ
Ogorek Anthony Joseph
New York
$462K +$4.67K 3 0.41% Increased
2945
ACM
Arrow Capital Management
New York
$461K -$6.81M 1 0.75% Reduced
2946
AFIA
America First Investment Advisors
Nebraska
$455K $0 1 0.19% Maintained
2947
DS
Dudley & Shanley
Florida
$454K +$456K 1 0.1% New
2948
PVH
Psagot Value Holdings
Israel
$454K -$7.14M 2 0.02% Reduced
2949
IGM
Incline Global Management
New York
$452K -$6.01M 1 0.11% Reduced
2950
GC
Gratry & Company
Ohio
$450K -$236K 1 0.35% Reduced