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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
4026
SWM
Sanctuary Wealth Management
Idaho
$974K +$382K 2 1.29% Increased
4027
KSCM
Kamunting Street Capital Management
Florida
$969K -$4.95M 2 1.86% Reduced
4028
UWPG
Ullmann Wealth Partners Group
Florida
$967K +$58.8K 2 0.73% Increased
4029
PBCM
Point Break Capital Management
Florida
$959K -$17M 1 0.95% Reduced
4030
VIMU
Veritas Investment Management (UK)
United Kingdom
$956K -$88.1K 3 0.29% Reduced
4031
MWM
MBE Wealth Management
Wisconsin
$955K +$362K 14 0.91% Increased
4032
MFS
Madrona Financial Services
Washington
$952K -$813K 2 0.79% Reduced
4033
SRC
Stone Run Capital
New York
$949K +$6.77K 1 0.54% Increased
4034
AIM
Alambic Investment Management
California
$946K -$573K 4 2.29% Reduced
4035
ACM
Alethea Capital Management
Washington
$944K -$1.35M 3 0.61% Reduced
4036
CAW
Cornerstone Advisors (Washington)
Washington
$937K +$177K 11 0.13% Increased
4037
CIM
Contravisory Investment Management
Massachusetts
$936K +$190K 5 0.41% Increased
4038
AA
Aufman Associates
Pennsylvania
$934K -$95.8K 2 1.29% Reduced
4039
GKFF
George Kaiser Family Foundation
Oklahoma
$933K $0 1 0.51% Maintained
4040
UCI
Uncommon Cents Investing
Wisconsin
$925K +$59.4K 1 0.58% Increased
4041
T2I
Turim 21 Investimentos
Brazil
$920K -$20M 2 1.9% Reduced
4042
TWP
Tempus Wealth Planning
California
$918K +$7.35K 1 1.5% Increased
4043
MECA
Miller Equity Capital Advisors
Texas
$915K -$122K 2 1.72% Reduced
4044
NRI
NFP Retirement Inc
California
$913K -$119K 1 0.89% Reduced
4045
DFG
DWM Financial Group
Illinois
$910K +$525K 2 2% Increased
4046
AG
AlphaSimPlex Group
Massachusetts
$907K -$1.33M 2 1.37% Reduced
4047
VCM
Venator Capital Management
Ontario, Canada
$903K -$1.99M 1 0.93% Reduced
4048
CFG
CKW Financial Group
Hawaii
$896K -$93.8K 5 0.23% Reduced
4049
SFC
SYM Financial Corp
Indiana
$895K -$59.5K 2 0.9% Reduced
4050
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$889K -$3.53K 2 0.35% Reduced