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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
3426
CWM
Concentric Wealth Management
California
$2.32M +$235K 3 1.48% Increased
3427
II
Ibex Investors
Colorado
$2.32M +$962K 3 0.15% Increased
3428
GWAG
Garrett Wealth Advisory Group
Texas
$2.32M +$216K 13 1.62% Increased
3429
GC
Globeflex Capital
California
$2.31M -$740K 7 0.5% Reduced
3430
PCM
Pointe Capital Management
Michigan
$2.3M -$117K 2 1.95% Reduced
3431
EWA
ERTS Wealth Advisors
Michigan
$2.29M +$232K 2 1.16% Increased
3432
NIM
NuWave Investment Management
New Jersey
$2.28M -$715K 7 2.27% Reduced
3433
SMM
Stadion Money Management
Georgia
$2.27M -$241K 3 0.08% Reduced
3434
LCG
Lisanti Capital Growth
New York
$2.27M -$10.4M 1 0.74% Reduced
3435
ETM
Euclidean Technologies Management
Washington
$2.27M -$408K 1 2.13% Reduced
3436
WIP
Wellesley Investment Partners
Massachusetts
$2.26M +$123K 2 0.74% Increased
3437
MIAS
Mason Investment Advisory Services
Virginia
$2.25M +$135K 3 0.36% Increased
3438
EIA
Eldridge Investment Advisors
New Hampshire
$2.24M +$4.53K 2 1.16% Increased
3439
SAS
Stelac Advisory Services
New York
$2.24M +$649K 3 1.59% Increased
3440
OFW
Omnia Family Wealth
Florida
$2.24M -$520K 2 1.63% Reduced
3441
SCC
Steel Canyon Capital
Arizona
$2.23M -$5.48M 1 1.72% Reduced
3442
PCMC
Paragon Capital Management (Colorado)
Colorado
$2.23M -$156K 2 1.24% Reduced
3443
KSCM
Key Square Capital Management
Connecticut
$2.23M +$2.21M 1 0.61% New
3444
Check Capital Management
Check Capital Management
California
$2.22M -$395K 1 0.12% Reduced
3445
PC
Permit Capital
Pennsylvania
$2.22M -$1.13M 1 0.95% Reduced
3446
DOA
D'Orazio & Associates
Virginia
$2.22M -$17.6K 5 0.71% Reduced
3447
ER
Enlightenment Research
Florida
$2.21M -$23.5M 4 4.91% Reduced
3448
PAG
Pinnacle Advisory Group
Maryland
$2.2M -$101K 3 0.15% Reduced
3449
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management
Israel
$2.19M $0 1 11.3% Maintained
3450
RWM
Raffa Wealth Management
District of Columbia
$2.18M +$2.06M 13 0.78% Increased