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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
3301
DI
DUMAC Inc
North Carolina
$1.44M $0 6 6.27% Maintained
3302
TFCP
Twin Focus Capital Partners
Massachusetts
$1.44M -$79.6K 2 0.74% Reduced
3303
NEPPG
New England Professional Planning Group
Rhode Island
$1.43M +$440K 3 1.63% Increased
3304
KC
KHP Capital
Oklahoma
$1.42M +$26K 5 0.87% Increased
3305
GWM
GSB Wealth Management
Connecticut
$1.42M +$376K 2 5.84% Increased
3306
IAMOG
Investors Asset Management of Georgia
Georgia
$1.42M +$8.75K 3 0.99% Increased
3307
MWA
Martel Wealth Advisors
Washington
$1.41M +$1.32M 1 0.54% New
3308
FPCM
Financial Partners Capital Management
New York
$1.4M -$31K 2 0.4% Reduced
3309
SFG
Sather Financial Group
Texas
$1.39M +$1.88K 3 0.28% Increased
3310
CCM
Cutler Capital Management
Massachusetts
$1.39M -$1.37M 1 0.59% Reduced
3311
DA
Doliver Advisors
Texas
$1.38M +$8.24K 3 0.57% Increased
3312
BF
Blankinship & Foster
California
$1.37M +$10.4K 1 0.87% Increased
3313
WPSG
Wealth & Pension Services Group
Georgia
$1.37M +$1.27M 2 1.38% New
3314
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$1.37M -$1.74M 1 0.84% Reduced
3315
AIM
Alambic Investment Management
California
$1.37M -$2.24M 5 1.08% Reduced
3316
CA
Claar Advisors
New York
$1.36M +$252K 2 0.63% Increased
3317
VFP
Verus Financial Partners
Virginia
$1.36M -$18.6K 2 0.49% Reduced
3318
PEA
Pacific Edge Advisors
California
$1.35M $0 2 0.75% Maintained
3319
CM
Capital Management
Virginia
$1.35M +$326K 2 0.34% Increased
3320
CWM
Cahaba Wealth Management
Georgia
$1.34M +$409K 2 0.44% Increased
3321
SHWM
Smith & Howard Wealth Management
Georgia
$1.34M -$450K 2 0.57% Reduced
3322
FFG
Ford Financial Group
California
$1.34M +$6.08K 2 0.98% Increased
3323
PE
Point72 Europe
United Kingdom
$1.34M +$1.31M 2 1.16% New
3324
NIM
NuWave Investment Management
New Jersey
$1.33M -$913K 6 2.01% Reduced
3325
AFIA
America First Investment Advisors
Nebraska
$1.33M $0 2 0.42% Maintained