← 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
3076
RMC
Regis Management Company
California
$758K $0 1 0.12% Maintained
3077
MS
Marshall & Sullivan
Washington
$747K $0 1 0.69% Maintained
3078
NFG
Noven Financial Group
Colorado
$739K -$762K 1 0.44% Reduced
3079
EM
Emancipation Management
New York
$736K +$261K 1 1.05% Increased
3080
CAM
Cidel Asset Management
Ontario, Canada
$732K -$124K 1 0.03% Reduced
3081
NWM
Northwest Wealth Management
Iowa
$728K -$546K 1 1.02% Reduced
3082
MFS
Madrona Financial Services
Washington
$718K +$1.4K 1 0.66% Increased
3083
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$716K -$29.9K 1 0.31% Reduced
3084
FAG
Financial Advisory Group
Texas
$709K +$1.79M 2 0.24% Increased
3085
SHWM
Smith & Howard Wealth Management
Georgia
$704K -$175K 1 0.33% Reduced
3086
GWM
GSB Wealth Management
Connecticut
$701K $0 1 3.32% Maintained
3087
EMB
Elefante Mark B
$700K -$2.33K 1 5.11% Reduced
3088
CWM
Cahaba Wealth Management
Georgia
$699K +$704K 1 0.32% New
3089
FNBSF
First National Bank Sioux Falls
South Dakota
$697K $0 1 2.45% Maintained
3090
TEC
Tiger Eye Capital
Tennessee
$692K $0 1 0.1% Maintained
3091
BO
Bach Option
Hong Kong
$687K +$452K 2 0.49% Increased
3092
SAS
Stelac Advisory Services
New York
$684K +$328K 2 0.21% Increased
3093
SRC
Stone Run Capital
New York
$684K $0 1 0.35% Maintained
3094
MFT
Moisand Fitzgerald Tamayo
Florida
$683K +$302K 5 0.42% Increased
3095
FWSM
First Wilshire Securities Management
California
$681K -$29K 1 0.19% Reduced
3096
LCM
Legato Capital Management
California
$680K +$402K 1 0.1% Increased
3097
CCIA
Campbell & Co Investment Adviser
Maryland
$679K -$949K 2 0.55% Reduced
3098
OAJ
Ogorek Anthony Joseph
New York
$677K +$155 4 0.66% Increased
3099
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$674K -$15.7K 1 0.08% Reduced
3100
MGIA
Matthew Goff Investment Advisor
Texas
$672K +$361K 2 0.29% Increased