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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
5376
WH
Whitcomb & Hess
Ohio
$525K -$170K 1 0.23% Reduced
5377
CWM
Cadence Wealth Management
Massachusetts
$519K +$32.1K 1 0.54% Increased
5378
GWA
Gibson Wealth Advisors
Texas
$517K $0 3 0.58% Maintained
5379
3LCM
3D/L Capital Management
Connecticut
$516K +$1.78K 2 0.14% Increased
5380
SIP
Scott Investment Partners
United Kingdom
$511K $0 1 0.34% Maintained
5381
LM
Luminus Management
Texas
$510K +$1.04M 1 0.16% New
5382
LSA
Lansing Street Advisors
Pennsylvania
$509K -$9.41K 6 0.4% Reduced
5383
BFA
Bluestem Financial Advisors
Illinois
$508K -$23.6K 1 0.35% Reduced
5384
Delta Accumulation LLC
Delta Accumulation LLC
California
$500K +$303 3 0.23% Increased
5385
APW
Axim Planning & Wealth
Ohio
$490K +$460K 7 0.38% New
5386
RH
RFG Holdings
Texas
$489K +$8.33K 1 0.43% Increased
5387
SNN
Shen Neil Nanpeng
$487K -$26.5K 2 5.64% Reduced
5388
Oaktree Capital Management
Oaktree Capital Management
California
$486K $0 1 0.01% Maintained
5389
CCM
Contrarian Capital Management
Connecticut
$483K +$539K 1 0.09% New
5390
MAMU
Myriad Asset Management US
Florida
$483K +$603K 1 0.11% New
5391
BRF
B. Riley Financial
California
$482K +$370K 2 0.11% Increased
5392
P3I
Progeny 3 Inc
Washington
$481K +$542K 1 0.1% New
5393
HCRE
Hoya Capital Real Estate
Connecticut
$479K $0 1 13.91% Maintained
5394
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$475K $0 1 0.06% Maintained
5395
BEP
Brookside Equity Partners
Connecticut
$468K -$531K 1 1% Reduced
5396
RCM
Robinson Capital Management
Michigan
$467K +$217K 2 0.35% Increased
5397
SM
Salzhauer Michael
$467K +$1.67K 1 0.28% Increased
5398
SF
Safeguard Financial
Wisconsin
$466K -$257K 1 0.56% Reduced
5399
SCM
SKBA Capital Management
California
$465K -$5.49M 1 0.09% Reduced
5400
HPA
High Probability Advisors
New York
$459K -$182K 1 0.15% Reduced