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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
3551
SFA
Spectrum Financial Alliance
Kentucky
$152K +$157K 2 0.1% New
3552
OHS
Odey Holdings (Switzerland)
Switzerland
$143K +$18.8K 3 11.3% Increased
3553
TCA
Teewinot Capital Advisers
New York
$133K $0 1 0.05% Maintained
3554
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$131K $0 2 0% Maintained
3555
CIR
Clear Investment Research
Georgia
$126K -$919K 2 0.08% Reduced
3556
WA
Wilshire Advisors
California
$110K $0 1 0.1% Maintained
3557
AWM
Avondale Wealth Management
Texas
$108K $0 2 0.09% Maintained
3558
CAM
Chandler Asset Management
California
$103K +$105K 1 0.09% Increased
3559
CFG
CKW Financial Group
Hawaii
$103K -$121K 4 0.02% Reduced
3560
DAL
David A. Lorber
$98K -$205K 1 0.23% Reduced
3561
SCM
Stumpf Capital Management
Arizona
$95K $0 2 0.1% Maintained
3562
HS
Horan Securities
United States
$88K -$28.6K 4 0.08% Reduced
3563
DRS
Deane Retirement Strategies
Louisiana
$87K $0 2 0.09% Maintained
3564
RR
Robotti Robert
$75K -$4.74K 1 0.02% Reduced
3565
TODC
Trustees of Dartmouth College
New Hampshire
$62K -$6.89K 3 0.09% Reduced
3566
TJHA
Thomas J. Herzfeld Advisors
Florida
$50K +$7.03K 5 0.02% Increased
3567
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$45K $0 1 0.02% Maintained
3568
SLF
Sun Life Financial
Ontario, Canada
$44.8K -$1.76M 6 0.4% Reduced
3569
EP
Edinburgh Partners
United Kingdom
$43K +$43K 1 0.02% New
3570
SFG
Sage Financial Group
Pennsylvania
$34K $0 1 0.01% Maintained
3571
Truepoint Inc
Truepoint Inc
Ohio
$33.3K -$3.84M 3 0.26% Reduced
3572
DA
Doliver Advisors
Texas
$31K +$1.21M 1 0.01% Increased
3573
Balentine LLC
Balentine LLC
Georgia
$30K -$5.42M 3 0% Reduced
3574
AP
Advisors Preferred
Maryland
$13K -$171K 1 0.01% Reduced
3575
YCM
Yakira Capital Management
Connecticut
$13K $0 1 0% Maintained