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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
3001
SJIC
St. James Investment Company
Texas
$436K +$428K 1 0.06% New
3002
WI
WHV Investments
California
$436K -$512K 1 0.02% Reduced
3003
NA
Nottingham Advisors
New York
$429K +$170K 1 0.08% Increased
3004
JIP
Jaffetilchin Investment Partners
Florida
$427K -$2.98M 1 0.14% Reduced
3005
EL
Elberon LLC
Texas
$426K +$426K 2 0.44% New
3006
HIC
Holderness Investments Company
North Carolina
$426K +$10.5K 1 0.42% Increased
3007
SC
SRB Corp
Massachusetts
$425K -$7.58K 3 0.07% Reduced
3008
NCA
NCM Capital Advisers
North Carolina
$423K $0 1 1.2% Maintained
3009
WSA
Wall Street Associates
California
$423K $0 1 0.12% Maintained
3010
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$418K +$454K 1 0.17% New
3011
FDS
First Dallas Securities
Texas
$413K +$42.6K 1 0.34% Increased
3012
LIM
Loudon Investment Management
New Hampshire
$413K $0 1 0.33% Maintained
3013
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$413K +$449K 1 0.48% New
3014
TFCP
Twin Focus Capital Partners
Massachusetts
$410K +$114 1 0.41% Increased
3015
Dakota Wealth Management
Dakota Wealth Management
Florida
$406K +$5.14K 1 0.28% Increased
3016
EM
Endicott Management
New York
$406K +$378K 1 0.15% New
3017
WMC
Westwood Management Corporation
Illinois
$406K $0 1 0.08% Maintained
3018
SFI
SPC Financial Inc
Maryland
$405K -$8K 1 0.16% Reduced
3019
SRC
Stone Run Capital
New York
$402K $0 1 0.28% Maintained
3020
AFS
Aft Forsyth & Sober
Florida
$400K $0 1 0.1% Maintained
3021
BC
Barnett & Company
Tennessee
$398K -$24K 1 0.21% Reduced
3022
SCM
Symons Capital Management
Pennsylvania
$397K +$10.4K 2 0.1% Increased
3023
WCM
Wealthcare Capital Management
Virginia
$395K +$158 5 0.05% Increased
3024
ACM
Armbruster Capital Management
New York
$394K +$399K 7 0.35% New
3025
SG
Strid Group
Pennsylvania
$381K +$461K 1 0.16% New