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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
3076
LGWM
Litman Gregory Wealth Management
California
$15K $0 1 0.01% Maintained
3077
YL
YCG LLC
Texas
$13K +$13.4K 1 0% New
3078
UMA
USA Mutuals Advisors
Texas
$7K -$1.75K 3 0% Reduced
3079
IAS
INR Advisory Services
Pennsylvania
$6K $0 1 0% Maintained
3080
NR
Newfound Research
Massachusetts
$2K +$1.88K 1 0% New
3081
CWM
Catamount Wealth Management
Connecticut
$1K -$2.3M 1 0% Reduced
3082
3C
361 Capital
Colorado
$0 -$84.6K 0 – Closed
3083
Advent International
Advent International
Massachusetts
$0 -$2.8M 0 – Closed
3084
ARGA Investment Management
ARGA Investment Management
Connecticut
$0 -$2.39M 0 – Closed
3085
AC
Aternalis Capital
New York
$0 -$5.15M 0 – Closed
3086
BP
Banbury Partners
North Carolina
$0 -$21.7M 0 – Closed
3087
BCA
Bernzott Capital Advisors
California
$0 -$244K 0 – Closed
3088
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$0 -$1.63M 0 – Closed
3089
CW
Cabot-Wellington
Massachusetts
$0 -$3.84M 0 – Closed
3090
CHCM
Columbus Hill Capital Management
New Jersey
$0 -$28M 0 – Closed
3091
DCP
Darsana Capital Partners
New York
$0 -$46.4M 0 – Closed
3092
DAL
David A. Lorber
$0 -$32K 0 – Closed
3093
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$0 -$343M 0 – Closed
3094
EL
Elberon LLC
Texas
$0 -$376K 0 – Closed
3095
EFEM
Eos Focused Equity Management
New York
$0 -$6.24M 0 – Closed
3096
EMR
Errol M. Rudman
$0 -$1.35M 0 – Closed
3097
EGM
Espalier Global Management
New York
$0 -$497K 0 – Closed
3098
FPC
Falcon Point Capital
California
$0 -$256K 0 – Closed
3099
FIG
Fortress Investment Group
New York
$0 -$6.35M 0 – Closed
3100
FWCM
Fort Warren Capital Management
Massachusetts
$0 -$9.82M 0 – Closed