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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
3201
NB
Northwest Bancshares
Pennsylvania
$25.1M -$1.8M 4 4.52% Reduced
3202
PRA
Pine Ridge Advisers
New York
$25.1M $0 3 1.51% Maintained
3203
TWM
Triton Wealth Management
Arizona
$25M -$143K 3 7.69% Reduced
3204
LC
Lavaca Capital
Texas
$25M +$3.71M 8 2.47% Increased
3205
JWM
Jupiter Wealth Management
Colorado
$25M -$172K 3 10.01% Reduced
3206
RLIM
Red Lighthouse Investment Management
New York
$25M -$92.4K 3 7.45% Reduced
3207
I
INVST
Indiana
$25M -$2.04M 7 2.44% Reduced
3208
LWM
LJI Wealth Management
Indiana
$25M +$865K 5 3.5% Increased
3209
JDLA
J. Derek Lewis & Associates
California
$25M -$569K 4 4.72% Reduced
3210
4WM
44 Wealth Management
Oregon
$25M +$7.94M 6 8.27% Increased
3211
PWA
Providence Wealth Advisors
Illinois
$25M +$178K 7 14.72% Increased
3212
PGIM Custom Harvest
PGIM Custom Harvest
New Jersey
$25M +$232K 4 0.31% Increased
3213
PP
Patron Partners
Texas
$25M +$93.4K 8 9.6% Increased
3214
EW
Evexia Wealth
Wisconsin
$24.9M -$80.8K 4 6.74% Reduced
3215
RFA
ROI Financial Advisors
Oregon
$24.9M -$211K 3 12.89% Reduced
3216
Alphadyne Asset Management
Alphadyne Asset Management
New York
$24.9M -$37.7M 5 0.24% Reduced
3217
AFM
Abbot Financial Management
Massachusetts
$24.9M +$437K 5 8.5% Increased
3218
SBCM
Schwerin Boyle Capital Management
Massachusetts
$24.9M $0 2 3.05% Maintained
3219
AFA
Abacus FCF Advisors
Florida
$24.9M -$319K 1 4.57% Reduced
3220
MAM
Milestone Asset Management
Pennsylvania
$24.8M -$3.57M 6 3.9% Reduced
3221
SL
Salomon & Ludwin
Virginia
$24.8M -$326K 29 2.04% Reduced
3222
LSWP
Liberty Square Wealth Partners
Pennsylvania
$24.8M -$98K 4 5.91% Reduced
3223
HBWM
Hollow Brook Wealth Management
New York
$24.8M +$7.98M 3 4.92% Increased
3224
GFG
Greystone Financial Group
Michigan
$24.8M -$1.44M 4 6.93% Reduced
3225
HCM
Hall Capital Management
Rhode Island
$24.8M -$400K 3 7.71% Reduced