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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
5501
CFO
Custos Family Office
Texas
$5.9M -$419K 3 3.54% Reduced
5502
OFG
Opulen Financial Group
Virginia
$5.9M -$1M 2 3.71% Reduced
5503
CP
Camelot Portfolios
Ohio
$5.89M +$208K 4 4.12% Increased
5504
CSF
Capital Squared Financial
Maryland
$5.89M +$9.56K 3 3.85% Increased
5505
SWCM
Sullivan Wood Capital Management
District of Columbia
$5.88M -$301K 3 8.06% Reduced
5506
NCMW
Northern Capital Management (Washington)
Washington
$5.88M -$37.7K 2 2.51% Reduced
5507
WAM
Werlinich Asset Management
Connecticut
$5.87M -$16.1K 2 2.24% Reduced
5508
MW
Members Wealth
Pennsylvania
$5.87M -$630K 5 3.22% Reduced
5509
LWA
Ledgewood Wealth Advisors
New Hampshire
$5.87M +$30.6K 2 3.12% Increased
5510
BWS
Broadway Wealth Solutions
Texas
$5.87M +$473K 4 2.74% Increased
5511
KWM
Kassira Wealth Management
Tennessee
$5.87M -$339K 3 4.71% Reduced
5512
IAG
Ipsen Advisor Group
Arkansas
$5.86M +$55.9K 4 3.77% Increased
5513
KFS
Kelly Financial Services
Massachusetts
$5.85M -$22.7K 3 1.25% Reduced
5514
CA
Corrado Advisors
New Jersey
$5.85M +$126K 3 2.69% Increased
5515
OCM
Occam Crest Management
Connecticut
$5.85M +$2.35M 1 3.04% Increased
5516
OC
Optimas Capital
Hong Kong
$5.85M -$370K 2 6.03% Reduced
5517
FWM
ForthRight Wealth Management
Georgia
$5.84M -$51.5K 4 1.49% Reduced
5518
PC
Peavine Capital
Nevada
$5.83M $0 1 1.24% Maintained
5519
CFO
Collective Family Office
Pennsylvania
$5.83M -$126K 3 1.19% Reduced
5520
PAP
Persistent Asset Partners
Hong Kong
$5.83M +$1.98M 22 1.74% Increased
5521
BA
Bluesphere Advisors
Pennsylvania
$5.81M -$198K 3 1.8% Reduced
5522
PS
Portfolio Strategies
New York
$5.81M -$19.6K 3 0.57% Reduced
5523
IW
Instrumental Wealth
Florida
$5.81M +$196K 3 2.94% Increased
5524
SLA
Silver Lake Advisory
Utah
$5.81M -$52K 4 2.07% Reduced
5525
GGA
Granite Group Advisors
Connecticut
$5.8M -$1.13M 3 3.44% Reduced