← All themes

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
4576
TPMI
Tilden Park Management I
New York
$2.04M -$2.63M 1 2.39% Reduced
4577
PI
Pachira Investments
California
$2.04M -$631K 3 1.45% Reduced
4578
VCS
Vaughan & Co Securities
New Jersey
$2.03M -$36.1K 1 1.52% Reduced
4579
CI
CAZ Investments
Texas
$2.03M +$347K 3 0.73% Increased
4580
BA
Bard Associates
Illinois
$2.02M $0 1 0.68% Maintained
4581
GC
Gruss & Co
Florida
$2.01M -$1.27M 3 5.62% Reduced
4582
GCM
Galibier Capital Management
Ontario, Canada
$2M -$225K 2 0.27% Reduced
4583
PIA
Powell Investment Advisors
Florida
$2M +$255K 4 1.23% Increased
4584
NCMW
Northern Capital Management (Washington)
Washington
$1.99M +$52K 2 1.7% Increased
4585
VC
Veery Capital
Delaware
$1.99M +$43.3K 2 1.13% Increased
4586
BC
Breakline Capital
New York
$1.99M +$1.94M 1 1.63% New
4587
ISG
Investment Security Group
Colorado
$1.96M -$59.9K 1 0.78% Reduced
4588
NRA
NSI Retail Advisors
Pennsylvania
$1.96M -$434K 3 0.34% Reduced
4589
IF
Insight Folios
North Carolina
$1.96M +$743K 5 1.08% Increased
4590
HCM
Huber Capital Management
California
$1.96M -$217K 1 0.51% Reduced
4591
CWAF
Core Wealth Advisors (Florida)
Florida
$1.95M +$176K 7 1.29% Increased
4592
KCM
Kennicott Capital Management
California
$1.95M -$424K 3 1.41% Reduced
4593
MWM
MBE Wealth Management
Wisconsin
$1.94M +$9.04K 2 0.99% Increased
4594
PWP
Personal Wealth Partners
Minnesota
$1.94M -$435K 5 0.82% Reduced
4595
SRC
Stone Run Capital
New York
$1.94M $0 1 0.67% Maintained
4596
ACM
Atalaya Capital Management
New York
$1.94M $0 1 0.3% Maintained
4597
SFC
SYM Financial Corp
Indiana
$1.94M +$20K 3 1.14% Increased
4598
EI
EDMP Inc
Florida
$1.93M -$1.96M 2 2.05% Reduced
4599
MFT
Moisand Fitzgerald Tamayo
Florida
$1.93M +$8.87K 8 0.65% Increased
4600
MIAS
Mason Investment Advisory Services
Virginia
$1.93M +$33.1K 3 0.2% Increased