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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
3401
CWM
Cahaba Wealth Management
Georgia
$679K -$86.8K 1 0.28% Reduced
3402
WI
Wedgewood Investors
Pennsylvania
$678K -$8.19K 2 0.55% Reduced
3403
RWMH
Riverpoint Wealth Management Holdings
Illinois
$674K -$8.69K 1 0.42% Reduced
3404
DIM
DC Investments Management
Virginia
$672K +$639K 3 0.28% New
3405
MAS
Managed Account Services
Florida
$669K $0 1 0.44% Maintained
3406
LIC
Laurus Investment Counsel
Canada
$662K +$633K 1 0.53% New
3407
C
Cerebellum
California
$660K +$631K 6 0.47% New
3408
MGIA
Matthew Goff Investment Advisor
Texas
$653K -$116K 2 0.28% Reduced
3409
DPI
Diversified Portfolios Inc
Michigan
$652K -$63.4K 1 0.36% Reduced
3410
SRC
Stone Run Capital
New York
$641K $0 1 0.33% Maintained
3411
MA
Marshwinds Advisory
Georgia
$640K -$16.7K 2 0.3% Reduced
3412
BCM
Beryl Capital Management
California
$635K +$621K 1 0.35% New
3413
FMP
Financial Management Professionals
Texas
$635K +$24.2K 5 0.27% Increased
3414
CC
CQS Cayman
Cayman Islands
$626K -$336K 1 0.04% Reduced
3415
FMA
FNY Managed Accounts
New York
$626K -$9.58M 12 0.57% Reduced
3416
SFG
Sather Financial Group
Texas
$624K +$30.9K 1 0.16% Increased
3417
SP
SWS Partners
Ohio
$621K +$600K 5 0.47% New
3418
ACA
Ackerman Capital Advisors
Texas
$620K +$673K 1 0.26% New
3419
AWMG
Alliance Wealth Management Group
New Jersey
$620K -$857K 1 0.31% Reduced
3420
OA
Opes Advisors
California
$617K -$11.4M 1 0.44% Reduced
3421
MDCM
Morgan Dempsey Capital Management
Wisconsin
$608K -$25.4K 2 0.2% Reduced
3422
NA
Nottingham Advisors
New York
$601K +$23.7K 1 0.08% Increased
3423
HCA
Heck Capital Advisors
Wisconsin
$601K +$61.5K 2 0.29% Increased
3424
PI
Pachira Investments
California
$592K +$557K 1 0.5% New
3425
IF
Ironwood Financial
Arizona
$586K +$65K 4 0.35% Increased