← 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
3001
PGCM
Prescott Group Capital Management
Oklahoma
$288K $0 1 0.06% Maintained
3002
EPP
ETF Portfolio Partners
Kansas
$285K -$15.4K 1 0.23% Reduced
3003
AMG
Advisors Management Group
Wisconsin
$283K +$18.5K 1 0.19% Increased
3004
MA
Marshwinds Advisory
Georgia
$279K $0 1 0.14% Maintained
3005
SCM
Stonehearth Capital Management
Massachusetts
$278K -$4.45K 1 0.22% Reduced
3006
HCM
Hutchinson Capital Management
California
$275K -$8.95M 1 0.09% Reduced
3007
SJV
Scott J. Vassalluzzo
$275K $0 2 29.96% Maintained
3008
SM
Sciencast Management
New Jersey
$272K -$2M 1 0.81% Reduced
3009
FIG
FundX Investment Group
California
$270K +$253K 1 0.07% New
3010
AWMS
Advocacy Wealth Management Services
Georgia
$268K -$72.2K 3 0.1% Reduced
3011
EP
Edinburgh Partners
United Kingdom
$264K +$46.3K 1 0.05% Increased
3012
CBOR
Community Bank of Raymore
Missouri
$263K $0 1 0.12% Maintained
3013
GC
Gibson Capital
Pennsylvania
$262K $0 1 0.09% Maintained
3014
CIM
Contravisory Investment Management
Massachusetts
$258K -$5.66M 3 0.08% Reduced
3015
KFS
Kissinger Financial Services
Maryland
$256K +$239K 1 0.28% New
3016
SIAM
Sterling Investment Advisors (Missouri)
Missouri
$256K +$73 1 0.26% Increased
3017
RAM
Roanoke Asset Management
New Jersey
$255K $0 1 0.12% Maintained
3018
WCM
Wealthcare Capital Management
Virginia
$255K -$39.7K 5 0.03% Reduced
3019
GWA
Guidant Wealth Advisors
Illinois
$253K +$242K 4 0.16% New
3020
TC
TradeLink Capital
Illinois
$253K -$385K 2 0.62% Reduced
3021
UFG
United Fire Group
Iowa
$252K $0 1 0.1% Maintained
3022
CCIA
Campbell & Co Investment Adviser
Maryland
$251K -$551K 1 0.68% Reduced
3023
TCB
Texas Capital Bancshares
Texas
$250K $0 1 0.57% Maintained
3024
GAAM
Guinness Atkinson Asset Management
California
$248K $0 1 0.15% Maintained
3025
PAG
Pinnacle Advisory Group
Maryland
$248K +$268K 1 0.02% New