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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
3351
Dynasty Wealth Management
Dynasty Wealth Management
Florida
$912K +$879K 2 1.57% New
3352
CMBA
C.M. Bidwell & Associates
Hawaii
$900K -$106K 7 0.78% Reduced
3353
GRQ
Gardner Russo & Quinn
Pennsylvania
$888K +$197K 3 0.01% Increased
3354
FFG
Ford Financial Group
California
$882K +$829K 6 0.66% New
3355
AAP
Ardsley Advisory Partners
Connecticut
$878K -$9.51M 1 0.11% Reduced
3356
WAM
Watermark Asset Management
California
$877K -$36.1K 4 0.37% Reduced
3357
HWM
Highwater Wealth Management
Colorado
$875K +$129K 2 1.87% Increased
3358
PFA
Pathway Financial Advisors
Vermont
$874K +$861K 5 0.5% New
3359
EM
Emancipation Management
New York
$873K -$81.7K 1 1.47% Reduced
3360
BW
Biegel & Waller
Maryland
$868K -$42.5K 1 0.5% Reduced
3361
EP
Edgestream Partners
New Jersey
$858K -$9.66M 2 1.03% Reduced
3362
EIA
Eldridge Investment Advisors
New Hampshire
$856K +$818K 1 0.66% New
3363
CJA
C-J Advisory
California
$852K -$3.5M 4 0.62% Reduced
3364
MFS
Madrona Financial Services
Washington
$851K +$61.5K 1 0.72% Increased
3365
AP
AlpInvest Partners
Netherlands
$844K -$170K 1 3.01% Reduced
3366
RIM
Ranger Investment Management
Texas
$839K +$350K 4 0.06% Increased
3367
SAS
Stelac Advisory Services
New York
$834K +$69.6K 2 0.36% Increased
3368
SJL
Shayne & Jacobs LLC
Tennessee
$818K $0 1 0.56% Maintained
3369
PO
Private Ocean
California
$814K +$177K 8 0.45% Increased
3370
NFG
Noven Financial Group
Colorado
$812K +$669 1 0.47% Increased
3371
LRIA
Leonard Rickey Investment Advisors
Washington
$808K +$780K 2 0.62% New
3372
WC
Wynnefield Capital
New York
$803K $0 1 0.28% Maintained
3373
LIM
Loudon Investment Management
New Hampshire
$800K $0 2 0.61% Maintained
3374
GIM
Greylin Investment Management
Virginia
$796K -$463K 1 0.17% Reduced
3375
CAM
Cubic Asset Management
Massachusetts
$791K -$450K 2 0.22% Reduced