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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
3926
ML
Maniro Ltd
$16.1M +$7.93M 3 3.6% Increased
3927
CFS
Commonwealth Financial Services
West Virginia
$16.1M +$3.02M 5 2.16% Increased
3928
VC
Vestor Capital
Illinois
$16M -$147M 5 1.01% Reduced
3929
ARG
Advisory Resource Group
Oklahoma
$16M -$2.71M 6 2.41% Reduced
3930
OPWM
Oxinas Partners Wealth Management
Indiana
$16M -$585K 6 6.32% Reduced
3931
PIMG
Patriot Investment Management Group
Tennessee
$16M +$1.7M 4 0.93% Increased
3932
CA
Crane Advisory
California
$16M -$818K 3 2.3% Reduced
3933
VEM
Vann Equity Management
Texas
$16M +$58.1K 5 9.74% Increased
3934
RLH
RD Lewis Holdings
Florida
$16M +$679K 4 11.85% Increased
3935
GCM
Gunpowder Capital Management
Maryland
$16M -$580K 11 11.25% Reduced
3936
WAL
W Advisors LLC
Tennessee
$16M +$714K 3 7.28% Increased
3937
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$16M +$521K 17 5.82% Increased
3938
CFLC
California First Leasing Corp
California
$16M +$8.15M 4 3.39% Increased
3939
RDFA
Ritter Daniher Financial Advisory
Ohio
$16M -$275K 8 2.43% Reduced
3940
FRM
Fox Run Management
Connecticut
$16M +$3.03M 23 2.64% Increased
3941
BCP
Breakout Capital Partners
New York
$16M +$16.1M 1 9.74% New
3942
HP
Harvey Partners
New York
$16M -$1.07M 1 1.09% Reduced
3943
VMMC
V.M. Manning & Co
South Carolina
$15.9M +$15.9M 2 13.65% New
3944
CASB
Cape Ann Savings Bank
Massachusetts
$15.9M -$220K 4 7.5% Reduced
3945
AAM
Alpine Associates Management
Florida
$15.9M -$5.56M 2 1% Reduced
3946
JCM
Jacobsen Capital Management
Utah
$15.9M +$104K 4 4.65% Increased
3947
EWA
Etesian Wealth Advisors
Oregon
$15.9M -$731K 3 4.7% Reduced
3948
SAM
Seelaus Asset Management
New Jersey
$15.9M -$264K 9 11.15% Reduced
3949
PWP
Precedent Wealth Partners
Texas
$15.9M +$1.74M 5 2.64% Increased
3950
BF
Brucke Financial
Indiana
$15.9M +$294K 6 7.05% Increased