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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
4726
HC
Hoese & Co
Minnesota
$951K +$975K 3 1.17% New
4727
TSA
Tri-Star Advisors
Texas
$951K +$282K 1 0.46% Increased
4728
AA
ACT Advisors
North Carolina
$949K +$104K 1 0.75% Increased
4729
OEP
Ocean Endowment Partners
Illinois
$924K -$52.5K 2 3.75% Reduced
4730
GSC
Ground Swell Capital
South Carolina
$921K -$82.8K 4 2.97% Reduced
4731
PA
Prism Advisors
California
$920K +$154K 2 0.33% Increased
4732
AC
Aristides Capital
Kentucky
$919K -$3.41M 3 0.37% Reduced
4733
MAM
Marotta Asset Management
Virginia
$919K +$512K 2 0.24% Increased
4734
TWP
Treybourne Wealth Planners
Indiana
$917K +$142K 1 0.64% Increased
4735
SCM
Shaolin Capital Management
Florida
$909K -$856K 1 0.04% Reduced
4736
SEM
Strategic Equity Management
Arizona
$906K +$19.6K 1 0.38% Increased
4737
DIM
DC Investments Management
Virginia
$903K +$352K 2 2.24% Increased
4738
MFS
McNamara Financial Services
Massachusetts
$903K +$257 1 0.28% Increased
4739
LWA
LWS Wealth Advisors
New Jersey
$901K -$65.8K 2 0.41% Reduced
4740
VCG
Vantage Consulting Group
Virginia
$900K -$664K 2 0.18% Reduced
4741
ABA
American Beacon Advisors
Texas
$896K +$157K 4 38.36% Increased
4742
GPA
Guidance Point Advisors
Massachusetts
$896K +$899 2 0.37% Increased
4743
SPM
Symmetry Peak Management
Pennsylvania
$896K -$2.52M 2 3.09% Reduced
4744
CWA
Carolina Wealth Advisors
South Carolina
$893K +$17.4K 7 0.65% Increased
4745
YAL
Your Advocates Ltd
Texas
$888K +$21.7K 3 0.66% Increased
4746
Peconic Partners
Peconic Partners
New York
$876K -$408K 2 0.09% Reduced
4747
MAG
Mokosak Advisory Group
Iowa
$871K +$50.8K 2 0.39% Increased
4748
ZCM
Zebra Capital Management
Connecticut
$870K -$3.73M 2 0.96% Reduced
4749
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$866K $0 3 0.15% Maintained
4750
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$864K +$902K 1 0% New