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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
MHB
Midwest Heritage Bank
Iowa
$206K -$207K 1 0.19% Reduced
5502
BF
Brooklyn FI
New York
$203K -$76.4K 1 0.2% Reduced
5503
PIC
Platt Investment Counsel
Florida
$203K -$33.3K 1 0.28% Reduced
5504
BWA
Brave Warrior Advisors
New York
$202K +$62.6K 1 0.01% Increased
5505
WCMNY
Westchester Capital Management (New York)
New York
$195K -$10.6M 2 0.01% Reduced
5506
LSCM
Light Street Capital Management
California
$173K -$35.9M 1 0.01% Reduced
5507
FLC
Fifth Lane Capital
Texas
$171K +$147K 1 0.11% New
5508
ACM
ACT Capital Management
Pennsylvania
$161K -$797K 2 0.23% Reduced
5509
CDIA
Capital Directions Investment Advisors
Georgia
$161K -$12.8K 4 0.05% Reduced
5510
UFM
Ursa Fund Management
California
$160K $0 1 0.03% Maintained
5511
IWMA
Ironwood Wealth Management (Arizona)
Arizona
$158K -$73.4K 2 0.07% Reduced
5512
UWM
Urban Wealth Management
California
$153K +$187K 5 0.52% New
5513
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$147K +$5.73K 5 0% Increased
5514
SC
Saban Cheryl
$141K $0 2 40.17% Maintained
5515
UID
Union Investments & Development
Israel
$138K $0 1 0.06% Maintained
5516
JM
Jeneq Management
New York
$137K -$67.6M 2 0.79% Reduced
5517
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$129K -$739K 6 0.08% Reduced
5518
CPWM
Cypress Point Wealth Management
Texas
$128K -$1.42M 1 0.22% Reduced
5519
MVP
Medina Value Partners
California
$120K -$72.4K 1 0.1% Reduced
5520
AA
Alta Advisers
United Kingdom
$114K +$27.3K 1 0.13% Increased
5521
EAM
Exos Asset Management
New York
$103K -$2.28M 3 0.05% Reduced
5522
JSAM
J. Safra Asset Management
New York
$102K -$138K 0 – Closed
5523
TIS
Tortoise Index Solutions
Kansas
$97K +$24.1K 2 0.02% Increased
5524
KCM
Kingstown Capital Management
New York
$96K $0 1 0.16% Maintained
5525
RP
Repertoire Partners
New York
$79K +$84.3K 7 0.03% Increased