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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
4101
USGIU
U.S. Global Investors (USGI)
Texas
$654K -$582K 1 0.17% Reduced
4102
LWA
Lowe Wealth Advisors
Maryland
$652K +$153K 8 0.46% Increased
4103
AF
AMG Funds
Connecticut
$651K -$869K 1 3.09% Reduced
4104
HGWM
Harvest Group Wealth Management
Massachusetts
$650K -$1.05K 9 0.66% Reduced
4105
SMG
Smart Money Group
Texas
$646K -$31.6K 2 0.45% Reduced
4106
SC
Stralem & Co
New York
$645K +$647K 2 0.48% New
4107
EPP
ETF Portfolio Partners
Kansas
$641K $0 1 0.41% Maintained
4108
DA
DCF Advisers
Connecticut
$636K $0 1 0.42% Maintained
4109
II
Ibex Investors
Colorado
$635K -$1.21M 2 0.64% Reduced
4110
AAM
Arabesque Asset Management
United Kingdom
$634K -$12.7M 1 1.31% Reduced
4111
VCM
Virtue Capital Management
Tennessee
$630K -$7.81M 1 0.96% Reduced
4112
PIC
Portland Investment Counsel
Ontario, Canada
$629K +$727K 1 0.79% New
4113
MIM
Monashee Investment Management
Massachusetts
$628K $0 1 0.34% Maintained
4114
PIA
Powell Investment Advisors
Florida
$628K -$5K 1 0.76% Reduced
4115
FSWA
Financial Synergies Wealth Advisors
Texas
$623K +$358K 2 0.35% Increased
4116
PG
Prostatis Group
Maryland
$617K +$64.4K 1 0.88% Increased
4117
ACA
Ascension Capital Advisors
Texas
$613K -$186K 1 0.64% Reduced
4118
WFI
West Family Investments
California
$611K -$899K 1 0.24% Reduced
4119
WCM
Wealthcare Capital Management
Virginia
$608K -$198K 3 0.08% Reduced
4120
PS
Portfolio Strategies
New York
$607K $0 1 0.35% Maintained
4121
CFS
Cannon Financial Strategists
Georgia
$605K -$1.5K 2 0.45% Reduced
4122
APF
Alaska Permanent Fund
Alaska
$602K +$725K 1 0.01% New
4123
MAM
Marotta Asset Management
Virginia
$600K -$65K 1 0.23% Reduced
4124
WU
Wealthsimple US
New York
$599K +$13.1K 2 0.53% Increased
4125
SCM
Segantii Capital Management
Hong Kong
$593K -$177M 1 0.05% Reduced