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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
CFN
Cordasco Financial Network
Florida
$382K -$94.7K 2 0.43% Reduced
3102
WSA
Wall Street Associates
California
$382K -$3.93K 1 0.25% Reduced
3103
HIP
Hatteras Investment Partners
North Carolina
$375K -$1.79M 1 2.19% Reduced
3104
Dakota Wealth Management
Dakota Wealth Management
Florida
$372K -$32.9K 1 0.24% Reduced
3105
ML
McAdam LLC
Pennsylvania
$370K +$362K 1 0.37% New
3106
VFPI
Vantage Financial Partners (Illinois)
Illinois
$368K +$360K 1 0.33% New
3107
NFM
North Forty Management
Washington
$365K +$357K 3 0.44% New
3108
Klingman & Associates
Klingman & Associates
New York
$355K -$291K 1 0.11% Reduced
3109
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$354K $0 1 0.21% Maintained
3110
AWS
AJ Wealth Strategies
New York
$349K +$364K 1 0.18% New
3111
AWMG
Alliance Wealth Management Group
New Jersey
$348K +$1.13K 1 0.26% Increased
3112
VFM
Viking Fund Management
North Dakota
$347K +$340K 1 0.04% New
3113
SC
SRB Corp
Massachusetts
$346K +$29.6K 2 0.05% Increased
3114
CCM
Cohen Capital Management
California
$345K $0 1 0.09% Maintained
3115
IOOF
Independent Order of Foresters
Ontario, Canada
$337K $0 1 0.28% Maintained
3116
LWA
Lowe Wealth Advisors
Maryland
$337K -$5.96K 5 0.23% Reduced
3117
FRM
Foundation Resource Management
Arkansas
$334K +$7K 1 0.06% Increased
3118
SHJ
Sharkey, Howes & Javer
Colorado
$334K -$7K 5 0.2% Reduced
3119
CI
Chartist Inc
California
$331K -$22.7K 1 0.17% Reduced
3120
HWM
Highwater Wealth Management
Colorado
$313K -$211K 1 1.61% Reduced
3121
NI
NFC Investments
Tennessee
$313K -$17.8K 1 0.12% Reduced
3122
SAS
Stelac Advisory Services
New York
$312K +$101K 1 0.1% Increased
3123
11A
10-15 Associates
New York
$309K -$227K 1 0.09% Reduced
3124
IF
Ironwood Financial
Arizona
$309K +$5.49K 3 0.22% Increased
3125
FIMG
Financial & Investment Management Group
Michigan
$307K -$471K 1 0.12% Reduced