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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
4901
JMG Financial Group
JMG Financial Group
Illinois
$429K -$360K 1 0.02% Reduced
4902
SM
Salzhauer Michael
$427K +$10.4K 1 0.19% Increased
4903
WFA
Wells Financial Advisors
Massachusetts
$426K +$332K 2 0.36% Increased
4904
TWP
TFO Wealth Partners
Ohio
$424K -$1.96M 5 0.08% Reduced
4905
LWP
Laurel Wealth Planning
Minnesota
$423K +$26.6K 6 0.37% Increased
4906
BFA
Brown Financial Advisory
Alabama
$422K $0 1 0.35% Maintained
4907
TLFA
True Link Financial Advisors
California
$416K +$62.9K 8 0.06% Increased
4908
SCM
Stordahl Capital Management
Colorado
$406K +$179K 2 0.16% Increased
4909
RH
RFG Holdings
Texas
$398K -$23.1K 1 0.23% Reduced
4910
SGAM
Seaport Global Asset Management
New York
$387K +$100K 1 0.75% Increased
4911
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$386K +$259K 3 0% Increased
4912
PC
PhiloSmith Capital
Connecticut
$386K $0 1 0.17% Maintained
4913
LC
Littlejohn & Co
Connecticut
$380K +$380K 1 0.11% New
4914
LAS
Lloyd Advisory Services
Georgia
$371K +$12.3K 7 0.19% Increased
4915
EA
Evergreen Advisors
Tennessee
$366K $0 1 0.16% Maintained
4916
DC
Diametric Capital
Massachusetts
$365K -$885K 1 0.26% Reduced
4917
SigFig Wealth Management
SigFig Wealth Management
California
$358K +$518 1 0.02% Increased
4918
NR
Newfound Research
Massachusetts
$355K +$28.7K 4 0.7% Increased
4919
AFC
Adaptive Financial Consulting
Ohio
$348K +$51.8K 1 0.22% Increased
4920
BOCM
Bontempo Ohly Capital Management
Maryland
$344K -$49.9K 1 0.19% Reduced
4921
ZA
Zazove Associates
Nevada
$341K -$388K 0 – Closed
4922
SIA
Stegner Investment Associates
Kentucky
$340K +$20.7K 1 0.26% Increased
4923
CCM
Crabel Capital Management
California
$339K +$320K 1 0.07% New
4924
BHWM
Bay Harbor Wealth Management
Maryland
$328K -$4.07K 4 0.14% Reduced
4925
VI
Versor Investments
New York
$319K -$674K 1 0.01% Reduced