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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
4301
DCCA
D.C. Capital Advisors
New York
$290K $0 1 0.5% Maintained
4302
PCM
Palouse Capital Management
Washington
$290K $0 1 0.11% Maintained
4303
PWC
PYA Waltman Capital
Tennessee
$290K +$254K 1 0.26% New
4304
BSWM
Boston Standard Wealth Management
Massachusetts
$287K -$101K 1 0.13% Reduced
4305
EW
Emerson Wealth
Michigan
$276K +$242K 1 0.19% New
4306
MG
MilWealth Group
Wisconsin
$270K $0 3 0.21% Maintained
4307
IWP
Insight Wealth Partners
Texas
$269K +$235K 1 0.27% New
4308
SCA
Summit Creek Advisors
Minnesota
$269K -$6.75M 1 0.04% Reduced
4309
GIM
Greenwich Investment Management
Connecticut
$267K $0 1 0.26% Maintained
4310
CI
Cordant Inc
Oregon
$266K +$238K 8 0.23% New
4311
PFG
Piershale Financial Group
Illinois
$261K -$128K 1 0.14% Reduced
4312
AFS
Aft Forsyth & Sober
Florida
$249K +$228K 2 0.23% New
4313
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$243K -$257 1 0.01% Reduced
4314
MI
Moneywise Inc
Virginia
$243K +$772 1 0.18% Increased
4315
FM
Fondren Management
Texas
$239K +$277K 1 0.24% New
4316
RVPG
Relative Value Partners Group
$239K $0 1 0.02% Maintained
4317
MAG
Mokosak Advisory Group
Iowa
$237K -$66.6K 1 0.14% Reduced
4318
MDCM
Morgan Dempsey Capital Management
Wisconsin
$237K -$270K 2 0.09% Reduced
4319
BSAM
Blue Sky Asset Management
Colorado
$236K +$206K 1 0.07% New
4320
PWG
Private Wealth Group
Florida
$236K +$207K 1 0.25% New
4321
SPL
Smart Portfolios LLC
Washington
$235K $0 1 0.21% Maintained
4322
SA
Stewardship Advisors
Pennsylvania
$230K +$201K 1 0.14% New
4323
CDIA
Capital Directions Investment Advisors
Georgia
$229K +$63.2K 4 0.07% Increased
4324
SFPM
Sensible Financial Planning & Management
Massachusetts
$229K +$201K 1 0.1% New
4325
CCA
Cruiser Capital Advisors
Connecticut
$221K -$78.3K 1 0.16% Reduced