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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
3801
TCWM
Total Clarity Wealth Management
Illinois
$17.6M +$408K 7 3.42% Increased
3802
HC
Hamilton Capital
Ohio
$17.6M -$331K 4 0.87% Reduced
3803
CCA
Clearwater Capital Advisors
Illinois
$17.6M +$615K 2 1.29% Increased
3804
WWM
Whalen Wealth Management
Nevada
$17.5M +$2.71M 5 7.89% Increased
3805
WAP
Wealth Analytics Partners
California
$17.5M -$706K 3 6.36% Reduced
3806
LEA
Legacy Edge Advisors
New York
$17.5M +$920K 3 1.61% Increased
3807
SCA
Southern Capital Advisors
Tennessee
$17.5M -$554K 4 7.31% Reduced
3808
WAS
Westco Advisory Services
New York
$17.5M -$430K 2 10.56% Reduced
3809
LSWM
Lorne Steinberg Wealth Management
Canada
$17.5M +$1.21M 3 3.59% Increased
3810
WA
Westfuller Advisors
New York
$17.5M +$1.93M 15 6.36% Increased
3811
IA
Inspire Advisors
Idaho
$17.5M +$533K 10 1.21% Increased
3812
BFA
Blueprint Financial Advisors
North Carolina
$17.4M +$6.3M 3 1.94% Increased
3813
CCM
Callodine Capital Management
Massachusetts
$17.4M -$835K 1 1.14% Reduced
3814
OWM
Orca Wealth Management
Florida
$17.4M -$237K 3 10.45% Reduced
3815
MAC
Mason & Associates (California)
California
$17.4M +$208K 3 2.81% Increased
3816
NB
NBH Bank
Colorado
$17.4M +$17.7M 12 7.34% New
3817
FCM
Fire Capital Management
California
$17.4M +$1.42M 4 7.08% Increased
3818
AFA
Antonelli Financial Advisors
Michigan
$17.3M -$447K 2 11.87% Reduced
3819
TFM
TFC Financial Management
Massachusetts
$17.3M -$388K 22 1.92% Reduced
3820
PWA
Pitcairn Wealth Advisors
Pennsylvania
$17.3M -$746K 6 1.9% Reduced
3821
IWA
IVC Wealth Advisors
Pennsylvania
$17.3M -$269K 3 6.75% Reduced
3822
DTL
Dynamic Technology Lab
Singapore
$17.3M -$1.8M 24 3.87% Reduced
3823
PMFA
Plante Moran Financial Advisors
Michigan
$17.3M -$1.68M 25 0.8% Reduced
3824
UAML
US Asset Management LLC
Pennsylvania
$17.3M +$120K 5 13.16% Increased
3825
VG
Visualize Group
New York
$17.3M +$18.2M 1 5.95% New