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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
3101
FCT
Family Capital Trust
Massachusetts
$26.6M +$3.29M 4 8.65% Increased
3102
LS
Leelyn Smith
Illinois
$26.6M -$314K 4 3.23% Reduced
3103
MWM
MOKAN Wealth Management
Kansas
$26.6M +$3.65M 3 10.15% Increased
3104
CSPIA
Cary Street Partners Investment Advisory
Virginia
$26.6M +$1.87M 14 5.37% Increased
3105
BU
Brown University
Rhode Island
$26.5M $0 1 23.78% Maintained
3106
6F
626 Financial
Michigan
$26.5M -$98.3K 5 10.33% Reduced
3107
OP
Oslo Pensjonsforsikring
$26.5M +$1.12M 15 3.05% Increased
3108
QCM
Qsemble Capital Management
New York
$26.5M -$1.19M 11 3.4% Reduced
3109
HSM
H Squared Management
New York
$26.5M +$4.22M 2 16.96% Increased
3110
AWA
Argos Wealth Advisors
California
$26.5M +$634K 9 7.02% Increased
3111
HHAA
Henry H. Armstrong Associates
Pennsylvania
$26.5M +$187K 5 2.57% Increased
3112
PCM
Poehling Capital Management
Wisconsin
$26.5M -$299K 5 5.68% Reduced
3113
LCM
Lionhunter Capital Management
New York
$26.5M +$27.1M 4 11.93% New
3114
RAM
RWC Asset Management
United Kingdom
$26.5M -$1.22K 3 1% Reduced
3115
EWM
EPG Wealth Management
Georgia
$26.4M -$952K 5 6.33% Reduced
3116
FMLI
Fukoku Mutual Life Insurance
Japan
$26.4M +$2.08M 7 1.54% Increased
3117
LCC
Lincoln Capital Corp
Rhode Island
$26.4M -$1.23M 3 8.58% Reduced
3118
ICP
Impact Capital Partners
Colorado
$26.4M -$296K 5 7.19% Reduced
3119
SIC
SJS Investment Consulting
Ohio
$26.4M -$115K 65 2.87% Reduced
3120
NC
NewSquare Capital
Pennsylvania
$26.4M +$1.93M 4 1.95% Increased
3121
FBT
First Bank & Trust
South Dakota
$26.3M -$469K 6 3.87% Reduced
3122
DAM
Deepwater Asset Management
Minnesota
$26.3M +$2.51M 5 11.96% Increased
3123
HAC
Harbor Advisory Corp
New Hampshire
$26.3M -$572K 3 7.03% Reduced
3124
HZ
Hixon Zuercher
Ohio
$26.3M +$778K 4 7.7% Increased
3125
VFG
Victory Financial Group
Texas
$26.2M -$1.07M 6 2.75% Reduced