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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
5101
AWM
Avondale Wealth Management
Texas
$7.87M -$500K 4 3.21% Reduced
5102
HCA
Hyperion Capital Advisors
New York
$7.87M +$402K 3 3.55% Increased
5103
ACMA
Arbor Capital Management (Alaska)
Alaska
$7.87M -$520K 3 7.75% Reduced
5104
EPA
Element Pointe Advisors
Florida
$7.86M +$547K 3 1.27% Increased
5105
ACM
Altrius Capital Management
North Carolina
$7.86M +$140K 2 1.49% Increased
5106
USPCM
Union Square Park Capital Management
New York
$7.86M +$2.85M 4 2.83% Increased
5107
RS
R Squared
Hong Kong
$7.85M -$1.99M 20 4.12% Reduced
5108
MWM
Mascoma Wealth Management
New Hampshire
$7.85M -$32.2K 9 1.46% Reduced
5109
AU
AlphaGrep UK
$7.84M -$2.34M 15 2.33% Reduced
5110
CAS
CTC Alternative Strategies
Illinois
$7.84M +$6.89M 4 11.3% Increased
5111
CG
Clifford Group
Massachusetts
$7.83M -$123K 4 5.41% Reduced
5112
MWA
Motive Wealth Advisors
Michigan
$7.82M +$78.6K 3 3.22% Increased
5113
RPGNY
Retirement Planning Group (New York)
New York
$7.81M +$320K 3 4.25% Increased
5114
DWA
Dougherty Wealth Advisers
Minnesota
$7.8M $0 3 4.27% Maintained
5115
AI
Aperture Investors
New York
$7.79M +$3.48M 2 0.7% Increased
5116
HP
Harbourvest Partners
Massachusetts
$7.78M $0 1 4.57% Maintained
5117
WP
WealthSpring Partners
California
$7.78M -$351K 2 6.68% Reduced
5118
4WM
4J Wealth Management
Virginia
$7.77M -$265K 2 3.81% Reduced
5119
AMG
APS Management Group
California
$7.77M -$3.72K 1 5.97% Reduced
5120
AWA
Aletheian Wealth Advisors
Washington
$7.76M +$741K 3 3.32% Increased
5121
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$7.76M -$22K 4 0.87% Reduced
5122
ASG
Advisory Solutions Group
Minnesota
$7.76M +$7.94M 3 2.63% New
5123
RCM
Ridgepath Capital Management
Tennessee
$7.75M +$2.83M 3 3.42% Increased
5124
KLCM
KG&L Capital Management
Louisiana
$7.75M -$333K 3 4.61% Reduced
5125
LWM
Langley Wealth Management
Mississippi
$7.75M +$7.99M 4 7.55% New