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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
4326
Element Capital Management
Element Capital Management
New York
$3.58M -$33.8M 1 0.57% Reduced
4327
CI
Centerstone Investors
New York
$3.57M -$2.12M 1 3.75% Reduced
4328
HA
Harborview Advisors
Maine
$3.57M -$36.5K 2 2% Reduced
4329
SAMT
Select Asset Management & Trust
Pennsylvania
$3.56M -$14.8K 4 2.02% Reduced
4330
WMG
WESCAP Management Group
California
$3.56M -$41.5K 1 1.03% Reduced
4331
FRI
FountainCap Research & Investment
China
$3.56M +$3.49M 1 10.51% New
4332
TWA
Tillar-Wenstrup Advisors
Ohio
$3.56M +$44.9K 2 1.62% Increased
4333
RHP
Royal Harbor Partners
Texas
$3.55M +$123K 3 2.36% Increased
4334
CPWM
Cypress Point Wealth Management
Texas
$3.55M +$1.97M 7 2.52% Increased
4335
FCFC
First Citizens Financial Corp
Iowa
$3.54M $0 3 2.68% Maintained
4336
WG
Watchman Group
Texas
$3.53M +$125K 3 2.06% Increased
4337
CAM
Cubic Asset Management
Massachusetts
$3.53M -$3.24K 2 0.87% Reduced
4338
CCM
Chiron Capital Management
Florida
$3.51M +$546K 3 2.93% Increased
4339
ACA
Arena Capital Advisors
California
$3.5M -$13.1M 3 0.29% Reduced
4340
GWM
Greenhouse Wealth Management
Connecticut
$3.5M +$4.15K 3 3.25% Increased
4341
BC
Blackcrane Capital
Washington
$3.5M +$1.2M 1 4.27% Increased
4342
BI
Blooom Inc
Kansas
$3.49M -$8.39K 3 2.6% Reduced
4343
OFS
Oldfather Financial Services
Nebraska
$3.49M +$45.5K 3 1.91% Increased
4344
CP
Capital Planning
Washington
$3.46M -$193K 2 1.47% Reduced
4345
BCFD
Boit C.F. David
$3.45M +$3.27M 2 2.63% New
4346
PS
Portfolio Strategies
New York
$3.42M -$31.6M 2 0.68% Reduced
4347
Voss Capital
Voss Capital
Texas
$3.42M +$3.41M 1 1.42% Increased
4348
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$3.42M -$3.23M 9 0.3% Reduced
4349
Wexford Capital
Wexford Capital
Florida
$3.41M -$6.69M 5 0.51% Reduced
4350
CMBA
C.M. Bidwell & Associates
Hawaii
$3.4M +$580K 5 2.23% Increased