← 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
4901
HM
HCEP Management
Hong Kong
$9.02M -$13.9M 1 14.7% Reduced
4902
UOWF
University of Wisconsin Foundation
Wisconsin
$9.01M -$13.8M 1 7.14% Reduced
4903
CW
Cedarwood Wealth
Colorado
$9M +$285K 3 6.8% Increased
4904
MDA
Minot DeBlois Advisors
Massachusetts
$9M -$192K 7 7.72% Reduced
4905
BFA
Bridgelight Financial Advisors
Connecticut
$8.99M -$231K 3 6.16% Reduced
4906
BWM
Bullock Wealth Management
Indiana
$8.99M +$1.36M 8 3.9% Increased
4907
FFA
Fortune Financial Advisors
Kansas
$8.98M +$399K 2 3.84% Increased
4908
UIA
Ulland Investment Advisors
Minnesota
$8.97M +$27.3K 5 6.62% Increased
4909
VAM
Verity Asset Management
North Carolina
$8.97M +$695K 3 3.39% Increased
4910
SC
Shuttleworth & Co
Ohio
$8.96M +$328K 3 7.17% Increased
4911
TL
TowerView LLC
New York
$8.96M +$3.01M 1 5.88% Increased
4912
MC
Mayar Capital
United Kingdom
$8.95M -$645K 1 10.04% Reduced
4913
VA
Veratis Advisors
North Carolina
$8.94M +$9.19M 3 6.33% New
4914
LA
Latitude Advisors
Florida
$8.94M +$357K 6 3.56% Increased
4915
CCA
Cooper Capital Advisors
California
$8.92M +$147K 2 3.87% Increased
4916
FH
FWG Holdings
Florida
$8.91M -$186K 2 3.09% Reduced
4917
RIP
Reliant Investment Partners
North Carolina
$8.91M -$56K 3 6.06% Reduced
4918
CMF
Counterpoint Mutual Funds
California
$8.91M +$2.38M 6 0.88% Increased
4919
AFM
Aspetuck Financial Management
Connecticut
$8.9M +$61K 2 5.24% Increased
4920
MWA
Martel Wealth Advisors
Washington
$8.9M -$125K 3 1.4% Reduced
4921
T
Tidemark
California
$8.9M +$285K 16 2% Increased
4922
CA
Carson Advisory
Georgia
$8.9M +$160K 4 4.09% Increased
4923
PFG
PAX Financial Group
Texas
$8.9M +$338K 3 1.32% Increased
4924
MAMG
Milestone Asset Management Group
Connecticut
$8.9M -$5.93K 3 4.48% Reduced
4925
CWM
Cranbrook Wealth Management
Michigan
$8.88M -$138K 9 1.66% Reduced