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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
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$414K +$28.5K 4 0.02% Increased
4302
FTCM
First Trust Capital Management
Illinois
$414K +$89K 1 0.11% Increased
4303
EA
Evergreen Advisors
Tennessee
$410K +$78.5K 1 0.19% Increased
4304
LKIM
Lawson Kroeker Investment Management
Nebraska
$405K $0 1 0.18% Maintained
4305
PCM
Palouse Capital Management
Washington
$405K -$4.23M 1 0.23% Reduced
4306
SIS
Susquehanna International Securities
Ireland
$394K +$394K 1 0.21% New
4307
SA
Stewardship Advisors
Pennsylvania
$392K -$109 1 0.2% Reduced
4308
3AM
3D Asset Management
Connecticut
$391K +$369K 1 0.11% New
4309
ECM
Ensemble Capital Management
California
$391K -$164K 1 0.05% Reduced
4310
LAS
Lloyd Advisory Services
Georgia
$389K -$158K 6 0.24% Reduced
4311
BRC
BHF RG Capital
Arizona
$382K +$982 1 0.32% Increased
4312
SCA
Summit Creek Advisors
Minnesota
$382K $0 1 0.06% Maintained
4313
BCIM
Black Creek Investment Management
Ontario, Canada
$381K -$28.4K 1 0.01% Reduced
4314
SPL
Smart Portfolios LLC
Washington
$379K +$1.96K 1 0.43% Increased
4315
NI
NFC Investments
Tennessee
$374K $0 1 0.14% Maintained
4316
LCM
LH Capital Markets
New York
$372K -$2.91M 2 0.1% Reduced
4317
WS
Wela Strategies
Georgia
$368K -$104K 1 0.23% Reduced
4318
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$363K -$48.5K 1 0.14% Reduced
4319
MG
MilWealth Group
Wisconsin
$362K -$36.3K 3 0.2% Reduced
4320
FCM
Firsthand Capital Management
California
$358K -$9.02M 1 0.14% Reduced
4321
MIOT
Massachusetts Institute of Technology
Massachusetts
$348K -$12.3M 1 0.77% Reduced
4322
LAM
Lingohr Asset Management
Germany
$344K +$11.8K 1 1.22% Increased
4323
VNB
Virginia National Bank
Virginia
$336K $0 1 9.36% Maintained
4324
SM
Salzhauer Michael
$334K $0 1 0.37% Maintained
4325
MFM
Mirsky Financial Management
New York
$331K +$109 1 0.19% Increased