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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
2951
OAM
Orinda Asset Management
California
$174K +$171K 1 0.2% New
2952
MPAM
Monarch Partners Asset Management
Massachusetts
$170K +$161K 1 0.04% New
2953
AFM
Anson Funds Management
Texas
$167K +$186K 1 0.2% New
2954
BPIM
Brant Point Investment Management
New York
$154K -$1.81M 1 0.01% Reduced
2955
P
Palladiem
Pennsylvania
$146K +$138K 2 0.12% New
2956
KA
Kerrisdale Advisers
Florida
$134K +$158K 1 0.07% New
2957
EARNEST Partners
EARNEST Partners
Georgia
$126K $0 3 0% Maintained
2958
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$105K +$102K 2 0.27% New
2959
LIM
Lagoda Investment Management
New York
$104K +$103K 1 0.03% New
2960
CWM
Cranbrook Wealth Management
Michigan
$90K +$471 3 0.06% Increased
2961
MAS
Madden Advisory Services
Florida
$90K -$496K 2 0.05% Reduced
2962
PM
Platinum Management
New York
$88K -$12.8M 1 0.19% Reduced
2963
EMA
Efficient Market Advisors
California
$79K -$1K 2 0.02% Reduced
2964
PFG
Piershale Financial Group
Illinois
$79K +$45.5K 4 0.05% Increased
2965
LBG
Lloyds Banking Group
United Kingdom
$78K -$15.7M 1 0.15% Reduced
2966
NMC
Nine Masts Capital
Hong Kong
$74K +$88.1K 1 0.02% New
2967
NHFG
New Harbor Financial Group
Massachusetts
$61K +$59.9K 1 0.08% New
2968
RO
Reservoir Operations
New York
$61K +$21.8K 1 0.03% Increased
2969
JWA
JFS Wealth Advisors
Pennsylvania
$60K +$6.54K 4 0.01% Increased
2970
WAM
Wallington Asset Management
Indiana
$47K $0 2 0.02% Maintained
2971
PIMJS
PKO Investment Management Joint-Stock
Poland
$39.7K -$109K 1 0.04% Reduced
2972
PWM
ParenteBeard Wealth Management
Pennsylvania
$38.7K -$3.9M 3 0.46% Reduced
2973
AP
Advisors Preferred
Maryland
$34K -$16.2K 1 0.02% Reduced
2974
MIM
Macroview Investment Management
Maryland
$34K -$14.3K 6 0.04% Reduced
2975
YCM
Yakira Capital Management
Connecticut
$34K $0 1 0.03% Maintained