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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
4426
AFA
AllGen Financial Advisors
Florida
$2.8M -$4.47M 2 2.15% Reduced
4427
LI
Latash Investments
Alaska
$2.8M +$2.91M 1 1.77% New
4428
CFC
Coyle Financial Counsel
Illinois
$2.79M -$70.6K 3 1.68% Reduced
4429
MWM
MorganRosel Wealth Management
Colorado
$2.77M -$1.15M 3 1.55% Reduced
4430
FSG
Financial Strategies Group
Michigan
$2.77M +$546K 4 1.28% Increased
4431
DCM
Divisar Capital Management
California
$2.77M +$2.71M 1 0.92% New
4432
GPC
Garrison Point Capital
California
$2.75M $0 3 0.93% Maintained
4433
VFM
Viking Fund Management
North Dakota
$2.74M $0 1 0.78% Maintained
4434
SL
Salomon & Ludwin
Virginia
$2.73M +$520K 2 0.43% Increased
4435
PI
Pachira Investments
California
$2.72M -$134K 3 1.91% Reduced
4436
GCM
Galibier Capital Management
Ontario, Canada
$2.72M $0 2 0.37% Maintained
4437
KW
KWB Wealth
California
$2.72M $0 3 0.52% Maintained
4438
GCP
Gill Capital Partners
Colorado
$2.71M +$126K 2 1.27% Increased
4439
EFEM
Eos Focused Equity Management
New York
$2.7M +$690K 1 2.31% Increased
4440
RC
Roubaix Capital
Colorado
$2.7M -$519K 1 1.69% Reduced
4441
OCG
Opus Capital Group
Ohio
$2.7M +$393K 2 0.61% Increased
4442
MWM
MinichMacGregor Wealth Management
New York
$2.69M -$68.9K 3 0.94% Reduced
4443
BCIM
Black Creek Investment Management
Ontario, Canada
$2.69M +$1.59M 2 0.08% Increased
4444
DWMG
DB Wealth Management Group
California
$2.68M -$63.6K 6 1.72% Reduced
4445
ACM
AREX Capital Management
New York
$2.68M +$124K 1 1.27% Increased
4446
HFA
Harbert Fund Advisors
Alabama
$2.68M +$2.6M 1 1.5% New
4447
IP
Isomer Partners
New York
$2.68M $0 1 0.79% Maintained
4448
BEP
Brookside Equity Partners
Connecticut
$2.67M $0 1 0.7% Maintained
4449
MAP
Milestone Advisory Partners
North Carolina
$2.67M +$747K 3 1.41% Increased
4450
CI
Cooper Investors
Australia
$2.66M -$5.02M 1 0.17% Reduced