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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
5201
IWP
Insight Wealth Partners
Texas
$945K -$482K 2 0.71% Reduced
5202
GWAM
Guardian Wealth Advisors (Minnesota)
Minnesota
$944K -$5.3K 2 0.87% Reduced
5203
SLF
Sun Life Financial
Ontario, Canada
$944K -$41.9K 2 0.07% Reduced
5204
BCM
BlueMar Capital Management
Florida
$941K +$285K 1 0.63% Increased
5205
Heard Capital LLC
Heard Capital LLC
Illinois
$939K $0 1 0.1% Maintained
5206
LFA
LifeGuide Financial Advisors
Pennsylvania
$939K $0 1 0.86% Maintained
5207
TWP
Transparent Wealth Partners
Arkansas
$939K +$1.02M 3 0.83% New
5208
IACCGIA
IDG-Accel China Capital GP II Associates
Hong Kong
$937K -$698K 1 4.08% Reduced
5209
LAS
Lloyd Advisory Services
Georgia
$931K -$76.8K 2 0.73% Reduced
5210
EL
Envoi LLC
Minnesota
$931K +$220K 1 2.72% Increased
5211
LPWM
Lake Point Wealth Management
Texas
$918K +$15.9K 7 0.52% Increased
5212
WCM
Westerly Capital Management
California
$916K -$98.2K 1 0.74% Reduced
5213
CI
CPR Investments
Michigan
$913K -$1.55M 1 1.37% Reduced
5214
LWP
Laurel Wealth Planning
Minnesota
$913K -$2.85K 6 0.64% Reduced
5215
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
$912K $0 2 0.31% Maintained
5216
CI
Cooper Investors
Australia
$911K +$287K 1 0.08% Increased
5217
WG
Watchman Group
Texas
$908K -$392K 2 0.56% Reduced
5218
AWA
Aquire Wealth Advisors
Utah
$901K -$2.42K 2 0.53% Reduced
5219
SIG North Trading
SIG North Trading
Pennsylvania
$901K +$1.23M 1 0.04% New
5220
LODC
Lanham O'Dell & Company
West Virginia
$895K +$349K 2 4.45% Increased
5221
BI
Berkeley Inc
Idaho
$888K -$285K 2 0.71% Reduced
5222
BHCM
Boulder Hill Capital Management
New York
$880K -$775K 2 1% Reduced
5223
RA
Rodgers & Associates
Pennsylvania
$879K +$151 1 0.15% Increased
5224
ACA
Ackerman Capital Advisors
Texas
$876K $0 1 0.24% Maintained
5225
AAM
American Asset Management
Florida
$876K -$709K 2 0.96% Reduced