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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
3826
JWM
JFG Wealth Management
Colorado
$3.31M +$2.59M 4 2.34% Increased
3827
GF
Greenhouse Funds
Maryland
$3.3M $0 1 0.5% Maintained
3828
RMC
Regis Management Company
California
$3.3M +$965K 1 0.68% Increased
3829
WIP
Wellesley Investment Partners
Massachusetts
$3.3M -$48.1K 2 1.13% Reduced
3830
WWM
WJ Wealth Management
Arizona
$3.3M -$4.39M 2 10.68% Reduced
3831
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$3.27M -$13.9M 1 0.17% Reduced
3832
KIG
Kessler Investment Group
Indiana
$3.27M -$4.64M 3 3.67% Reduced
3833
BDF
Black Diamond Financial
Maryland
$3.27M +$87.3K 2 1.83% Increased
3834
WMG
WESCAP Management Group
California
$3.27M -$67.4K 1 1.09% Reduced
3835
WDL
Well Done LLC
Michigan
$3.25M +$656K 5 0.92% Increased
3836
LFA
Legend Financial Advisors
Pennsylvania
$3.24M -$293K 3 2.56% Reduced
3837
PC
PA Capital
Virginia
$3.23M -$667K 3 2.27% Reduced
3838
CFO
CVA Family Office
Colorado
$3.22M +$155K 7 2.33% Increased
3839
KBFS
Kohmann Bosshard Financial Services
Ohio
$3.21M +$781K 2 1.16% Increased
3840
SFG
Sather Financial Group
Texas
$3.2M +$285K 2 0.51% Increased
3841
FDS
First Dallas Securities
Texas
$3.19M +$3.01M 4 3.59% New
3842
ADBIC
A.D. Beadell Investment Counsel
Wisconsin
$3.18M +$474K 4 2.54% Increased
3843
AWM
Aprio Wealth Management
Georgia
$3.18M +$987K 3 2.26% Increased
3844
AC
Aristides Capital
Kentucky
$3.18M -$224K 3 2.2% Reduced
3845
HR
Hardy Reed
Mississippi
$3.17M +$292K 3 0.8% Increased
3846
HJMC
Hellman Jordan Management Company
Massachusetts
$3.17M -$7.33M 3 6.04% Reduced
3847
SLF
Sun Life Financial
Ontario, Canada
$3.16M +$957K 10 0.5% Increased
3848
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$3.15M $0 1 0.34% Maintained
3849
RWM
Raffa Wealth Management
District of Columbia
$3.13M -$160K 21 1.18% Reduced
3850
BF
Blankinship & Foster
California
$3.13M +$28.6K 1 1.49% Increased