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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
5001
FP
Fiduciary Planning
Florida
$8.44M +$39.2K 3 2.21% Increased
5002
DA
Drake & Associates
Wisconsin
$8.44M -$884K 4 1.42% Reduced
5003
WAOI
Wealth Advisors of Iowa
Iowa
$8.43M -$24.2K 3 2.28% Reduced
5004
USB
Union Savings Bank
Connecticut
$8.42M -$497K 5 3.38% Reduced
5005
DF
Donoghue Forlines
Massachusetts
$8.42M +$5.89M 2 2.18% Increased
5006
BI
BFI Infinity
Switzerland
$8.42M +$4.05M 3 2.5% Increased
5007
HS
HighVista Strategies
Massachusetts
$8.42M -$2.52M 8 1.92% Reduced
5008
PHAM
Palisades Hudson Asset Management
Florida
$8.42M +$153K 4 2.95% Increased
5009
ACM
Arcataur Capital Management
Wisconsin
$8.42M +$44.6K 3 2.09% Increased
5010
SWA
Strata Wealth Advisors
Texas
$8.41M +$720K 5 2.05% Increased
5011
HWMG
Hurlow Wealth Management Group
Indiana
$8.4M +$5.83K 4 1.75% Increased
5012
MSCM
McElhenny Sheffield Capital Management
Texas
$8.4M +$326K 4 2.08% Increased
5013
2L
25 LLC
Missouri
$8.4M +$226K 3 2.3% Increased
5014
SIM
Synergy Investment Management
Florida
$8.39M +$3.2M 20 2.03% Increased
5015
CFG
Capital Financial Group
Colorado
$8.38M -$883K 5 4.39% Reduced
5016
RK
Rather & Kittrell
Tennessee
$8.37M +$594K 3 1.17% Increased
5017
FCMA
Foresight Capital Management Advisors
Michigan
$8.37M -$259K 2 4.07% Reduced
5018
RF
RHS Financial
California
$8.37M +$1.28M 5 3.38% Increased
5019
KL
KilterHowling LLC
Colorado
$8.37M +$1.69M 2 3.75% Increased
5020
PWM
Power Wealth Management
Georgia
$8.36M -$500K 5 2.87% Reduced
5021
MAG
M3 Advisory Group
Massachusetts
$8.35M -$112K 4 4.33% Reduced
5022
CA
Commerce Advisors
Tennessee
$8.34M -$19.8K 3 4.53% Reduced
5023
CFGA
Cambridge Financial Group (Arizona)
Arizona
$8.33M -$7.7K 3 2.62% Reduced
5024
RCS
Retirement Capital Strategies
California
$8.33M +$195K 2 2.89% Increased
5025
TPWM
Torrey-Payne Wealth Management
California
$8.31M +$104K 2 6.83% Increased