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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
5451
ZCM
Zebra Capital Management
Connecticut
$619K -$465K 2 1.42% Reduced
5452
BAG
Briggs Advisory Group
Rhode Island
$617K $0 2 0.41% Maintained
5453
RH
RFG Holdings
Texas
$614K +$32.3K 1 0.38% Increased
5454
MAMNY
Marathon Asset Management (New York)
New York
$612K $0 1 0.16% Maintained
5455
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$611K -$4.37K 1 0.02% Reduced
5456
HCRE
Hoya Capital Real Estate
Connecticut
$611K $0 1 12.79% Maintained
5457
DC
Darrow Company
Massachusetts
$596K -$482K 1 0.55% Reduced
5458
SM
Salzhauer Michael
$595K +$841 1 0.26% Increased
5459
CCM
CTC Capital Management
Illinois
$593K +$570K 2 1.6% New
5460
SIP
Scott Investment Partners
United Kingdom
$590K $0 1 0.36% Maintained
5461
TA
Teramo Advisors
Florida
$589K $0 2 0.3% Maintained
5462
ABA
American Beacon Advisors
Texas
$588K -$283K 2 15.07% Reduced
5463
MFG
MTM Financial Group
Pennsylvania
$584K +$562K 1 0.61% New
5464
MVP
Medina Value Partners
California
$578K -$442K 1 0.37% Reduced
5465
FRM
Foundation Resource Management
Arkansas
$569K -$10K 1 0.09% Reduced
5466
SAM
Steinberg Asset Management
New York
$569K -$879 1 0.52% Reduced
5467
LFG
Leverty Financial Group
Wisconsin
$568K +$279K 1 0.45% Increased
5468
TPW
TL Private Wealth
Texas
$568K -$211K 2 0.3% Reduced
5469
BA
BCM Advisors
Louisiana
$562K -$50.4K 1 0.15% Reduced
5470
WAM
Warberg Asset Management
Illinois
$562K +$519K 1 0.09% New
5471
WCM
Washington Capital Management
Washington
$560K $0 1 0.46% Maintained
5472
ACM
Alethea Capital Management
Washington
$559K -$101K 1 0.51% Reduced
5473
PFM
Patton Fund Management
Texas
$559K -$4.29M 1 0.15% Reduced
5474
DB
Dravo Bay
Delaware
$555K +$83K 6 0.44% Increased
5475
Prana Capital Management
Prana Capital Management
Connecticut
$555K -$360K 1 0.04% Reduced