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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
4001
BC
Barnett & Company
Tennessee
$1.07M +$114K 6 1.03% Increased
4002
BWA
BlueSky Wealth Advisors
North Carolina
$1.06M +$21.6K 2 0.39% Increased
4003
FSG
Financial Strategies Group
Michigan
$1.06M +$64.4K 2 0.96% Increased
4004
SCA
Sippican Capital Advisors
Massachusetts
$1.05M -$120K 2 1.72% Reduced
4005
GRQ
Gardner Russo & Quinn
Pennsylvania
$1.05M -$2.66K 2 0.01% Reduced
4006
MFG
Menard Financial Group
Texas
$1.05M -$4.34M 2 3.48% Reduced
4007
PWM
Provident Wealth Management
Tennessee
$1.05M +$535K 2 1.29% Increased
4008
PCI
Pacifica Capital Investments
Texas
$1.05M -$691K 1 0.57% Reduced
4009
NCP
NexWave Capital Partners
New York
$1.04M -$1.81M 1 1.8% Reduced
4010
NICM
Neo Ivy Capital Management
New York
$1.04M -$1.45M 8 1.7% Reduced
4011
TC
Tatro Capital
Kentucky
$1.04M +$220K 3 1.86% Increased
4012
CCM
Courage Capital Management
Tennessee
$1.01M -$929K 1 2.29% Reduced
4013
KBFS
Kohmann Bosshard Financial Services
Ohio
$1.01M +$294K 1 0.45% Increased
4014
Regents of the University of California
Regents of the University of California
California
$1.01M -$77.4K 1 0.15% Reduced
4015
CRCM
Corbett Road Capital Management
Virginia
$1M -$211K 3 1.42% Reduced
4016
IF
Ironwood Financial
Arizona
$997K -$124K 6 0.68% Reduced
4017
AW
Avion Wealth
Texas
$996K +$165K 6 0.43% Increased
4018
KFS
Kelly Financial Services
Massachusetts
$992K +$93.5K 10 1.22% Increased
4019
IFO
Independent Family Office
New York
$984K +$35.1K 2 0.61% Increased
4020
MFT
Moisand Fitzgerald Tamayo
Florida
$983K +$10.5K 3 0.64% Increased
4021
WCWM
Wooster Corthell Wealth Management
Connecticut
$981K -$4.71K 2 0.4% Reduced
4022
CA
Continental Advisors
Utah
$977K $0 1 0.73% Maintained
4023
CWM
CCG Wealth Management
California
$975K -$279K 4 0.94% Reduced
4024
WAM
Westport Asset Management
Connecticut
$975K $0 1 0.8% Maintained
4025
RHP
Royal Harbor Partners
Texas
$974K +$763K 2 1.13% Increased