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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
5526
HHRDM
H&H Retirement Design & Management
Nevada
$561K +$5.75K 1 0.36% Increased
5527
AIA
Arrow Investment Advisors
Maryland
$559K +$235K 2 0.41% Increased
5528
PAWC
P.A.W. Capital
Connecticut
$556K $0 1 1.23% Maintained
5529
SFG
SVB Financial Group
Texas
$549K -$130K 3 1.05% Reduced
5530
BM
Brandywine Managers
Delaware
$539K +$539K 1 0.38% New
5531
HPC
Hobart Private Capital
North Carolina
$538K +$212K 2 0.21% Increased
5532
VFA
Virtus Fund Advisers
Connecticut
$538K +$32.6K 2 3.78% Increased
5533
JWM
JFG Wealth Management
Colorado
$537K -$25.7K 2 0.18% Reduced
5534
HC
Hoese & Co
Minnesota
$533K -$21.3K 3 0.6% Reduced
5535
EC
Elequin Capital
New York
$532K -$165K 3 0.37% Reduced
5536
Simplify Asset Management
Simplify Asset Management
Nevada
$531K +$257K 2 0.08% Increased
5537
MFG
MTM Financial Group
Pennsylvania
$530K +$2.95K 1 0.47% Increased
5538
KCM
KM Capital Management
Texas
$527K -$71.7K 1 0.49% Reduced
5539
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$521K +$6.4K 2 0.02% Increased
5540
NI
NFC Investments
Tennessee
$520K -$51.2K 1 0.19% Reduced
5541
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
$519K $0 2 0.14% Maintained
5542
LW
Lauer Wealth
Indiana
$517K +$462K 1 0.65% New
5543
FAM
Frontier Asset Management
Wyoming
$512K -$273K 2 0.24% Reduced
5544
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$507K $0 1 2.1% Maintained
5545
Oaktree Capital Management
Oaktree Capital Management
California
$507K $0 1 0.01% Maintained
5546
SOA
Sea Otter Advisors
Florida
$504K +$498K 2 0.26% New
5547
SCM
SevenOneSeven Capital Management
Pennsylvania
$503K +$3.56K 1 1.13% Increased
5548
HNWA
Henrickson Nauta Wealth Advisors
Michigan
$502K +$105K 1 0.36% Increased
5549
CFLC
California First Leasing Corp
California
$501K $0 1 0.33% Maintained
5550
SS
Sound Stewardship
Kansas
$501K -$10.3K 1 0.34% Reduced