← 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
3026
Regents of the University of California
Regents of the University of California
California
$744K -$2.24M 1 3.65% Reduced
3027
CIAN
Capstone Investment Advisors (Netherlands)
New York
$742K +$716K 2 2.1% New
3028
BOIA
Bush ODonnell Investment Advisors
Missouri
$741K $0 2 0.46% Maintained
3029
SA
SRH Advisors
Kansas
$736K $0 7 3.44% Maintained
3030
AA
AlphaMark Advisors
Kentucky
$730K +$15.4K 7 0.34% Increased
3031
GRQ
Gardner Russo & Quinn
Pennsylvania
$722K -$325K 1 0.01% Reduced
3032
WCM
Weatherstone Capital Management
Colorado
$722K -$218K 1 0.81% Reduced
3033
GA
Greytown Advisors
Florida
$721K $0 1 0.64% Maintained
3034
HRT Financial
HRT Financial
New York
$717K +$229K 2 0.67% Increased
3035
ML
McAdam LLC
Pennsylvania
$717K +$243K 2 0.67% Increased
3036
RMC
Regis Management Company
California
$707K -$452K 1 0.12% Reduced
3037
SCA
Sippican Capital Advisors
Massachusetts
$706K +$3.42K 1 0.75% Increased
3038
GIM
Groesbeck Investment Management
New Jersey
$703K -$26.3K 1 0.52% Reduced
3039
BWM
Biltmore Wealth Management
Arizona
$691K -$10.3K 1 0.64% Reduced
3040
EM
Emancipation Management
New York
$673K +$540K 1 1% Increased
3041
EVC
Eidelman Virant Capital
Missouri
$672K +$132 1 0.46% Increased
3042
FFH
Fairfax Financial Holdings
Ontario, Canada
$670K -$55.7M 1 0.05% Reduced
3043
LIM
Loudon Investment Management
New Hampshire
$662K -$138K 2 0.5% Reduced
3044
MFS
Madrona Financial Services
Washington
$661K -$2.2M 1 0.71% Reduced
3045
MS
Marshall & Sullivan
Washington
$659K -$8K 1 0.57% Reduced
3046
AWS
AJ Wealth Strategies
New York
$658K +$226K 2 0.29% Increased
3047
AIM
Atlantic Investment Management
New York
$656K +$647K 1 0.07% New
3048
EMB
Elefante Mark B
$656K +$115K 1 5.95% Increased
3049
CWM
Concentric Wealth Management
California
$654K -$8.06K 2 0.53% Reduced
3050
GWM
GSB Wealth Management
Connecticut
$653K -$17.1K 1 2.77% Reduced