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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
4176
WA
Wheatland Advisors
Pennsylvania
$737K +$225K 2 3.06% Increased
4177
AWW
Alan W. Weber
$735K $0 2 0.38% Maintained
4178
CBOR
Community Bank of Raymore
Missouri
$731K +$19.2K 2 0.34% Increased
4179
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$731K +$246K 2 0.18% Increased
4180
DA
DCF Advisers
Connecticut
$730K -$155K 1 0.41% Reduced
4181
LL
LPWM LLC
Minnesota
$722K -$9.66K 2 0.66% Reduced
4182
BSWM
Boston Standard Wealth Management
Massachusetts
$721K +$320K 1 0.33% Increased
4183
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$720K -$135K 2 3.39% Reduced
4184
YAL
Your Advocates Ltd
Texas
$719K -$77.5K 2 0.5% Reduced
4185
AP
Advisors Preferred
Maryland
$717K +$602K 3 0.2% New
4186
MWM
McNaughton Wealth Management
California
$712K -$48K 2 0.66% Reduced
4187
LK
Lumbard & Kellner
New Hampshire
$700K $0 1 0.4% Maintained
4188
PS
Portfolio Solutions
Michigan
$700K +$127K 2 0.1% Increased
4189
MIM
Macroview Investment Management
Maryland
$695K +$13.4K 15 1.47% Increased
4190
FFW
Fusion Family Wealth
New York
$694K +$194K 1 0.16% Increased
4191
JWM
Janiczek Wealth Management
Colorado
$693K +$100K 8 0.39% Increased
4192
LIC
Laurus Investment Counsel
Canada
$691K +$229K 2 0.37% Increased
4193
PC
PhiloSmith Capital
Connecticut
$687K $0 1 0.39% Maintained
4194
SWMG
Sanchez Wealth Management Group
Florida
$683K +$13.9K 1 0.46% Increased
4195
SPA
Sentinel Pension Advisors
Massachusetts
$681K -$49.6K 1 0.28% Reduced
4196
SM
Southport Management
Wyoming
$678K +$713K 2 5.07% New
4197
LM
Luminus Management
Texas
$677K -$5.58M 1 0.09% Reduced
4198
PA
Prism Advisors
California
$671K +$6.51K 1 0.3% Increased
4199
PCM
Polaris Capital Management
Massachusetts
$666K -$326K 1 0.03% Reduced
4200
VI
Versor Investments
New York
$665K -$1.73M 2 0.07% Reduced