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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
5351
Simplify Asset Management
Simplify Asset Management
Nevada
$568K -$948K 2 0.02% Reduced
5352
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
$565K +$339K 2 0.44% Increased
5353
RAM
Roumell Asset Management
Maryland
$565K +$1.33M 1 1.1% New
5354
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$564K $0 4 0.76% Maintained
5355
CIM
Contravisory Investment Management
Massachusetts
$563K -$635K 1 0.18% Reduced
5356
AG
AlphaSimPlex Group
Massachusetts
$561K -$1.08M 2 4% Reduced
5357
B
BP
United Kingdom
$560K $0 1 3.21% Maintained
5358
CF
CNA Financial
Illinois
$554K -$1.44M 2 0.19% Reduced
5359
CIM
Caldwell Investment Management
Ontario, Canada
$552K +$651K 1 0.55% New
5360
IHWM
Iron Horse Wealth Management
Iowa
$552K +$4.49K 8 0.31% Increased
5361
NI
NFC Investments
Tennessee
$549K $0 1 0.15% Maintained
5362
BWL
Beacon Wealthcare LLC
North Carolina
$548K +$11.4K 1 0.3% Increased
5363
FFW
Fusion Family Wealth
New York
$543K +$61.5K 1 0.08% Increased
5364
GIS
Grayhawk Investment Strategies
Alberta, Canada
$543K +$483K 6 0.24% New
5365
HFS
HBC Financial Services
Washington
$542K -$1.15M 8 0.42% Reduced
5366
MLIM
Mountain Lake Investment Management
Florida
$538K +$711K 1 0.46% New
5367
SOAG
Silver Oak Advisory Group
Oregon
$537K +$10.4K 1 0.38% Increased
5368
AC
AWH Capital
Texas
$536K +$511K 1 0.72% Increased
5369
OAMG
Odey Asset Management Group
United Kingdom
$535K -$4.8M 1 0.49% Reduced
5370
FLA
Financial Life Advisors
Texas
$534K $0 2 0.25% Maintained
5371
SPIA
Strategic Point Investment Advisors
Rhode Island
$534K $0 1 0.15% Maintained
5372
SLWA
San Luis Wealth Advisors
California
$532K -$22.6M 1 0.61% Reduced
5373
JWM
JFG Wealth Management
Colorado
$529K +$409K 2 0.19% Increased
5374
BA
BCM Advisors
Louisiana
$528K $0 1 0.15% Maintained
5375
NCA
New Century Advisors
Maryland
$528K -$1.36M 2 0.6% Reduced