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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
5551
SJL
Shayne & Jacobs LLC
Tennessee
$445K $0 1 0.24% Maintained
5552
BWA
Burt Wealth Advisors
Maryland
$441K -$6.01M 1 0.14% Reduced
5553
EFG
Erickson Financial Group
Pennsylvania
$438K +$389K 1 0.38% New
5554
VU
Vanderbilt University
Tennessee
$434K -$5.89M 1 0.09% Reduced
5555
DB
Dravo Bay
Delaware
$431K +$426K 1 0.37% New
5556
FI
FIDELIS iM
Oregon
$429K $0 1 0.25% Maintained
5557
TWP
TFO Wealth Partners
Ohio
$428K -$1.33M 3 0.08% Reduced
5558
GCM
Gator Capital Management
Florida
$417K +$420K 1 0.3% New
5559
TFP
Triune Financial Partners
Kansas
$411K +$432K 2 0.21% New
5560
AC
Antara Capital
New York
$411K -$2.15M 1 0.02% Reduced
5561
WS
Wela Strategies
Georgia
$405K -$160K 1 0.2% Reduced
5562
SigFig Wealth Management
SigFig Wealth Management
California
$403K +$16.1K 1 0.02% Increased
5563
CM
Cornerstone Management
Georgia
$393K +$94.8K 5 0.11% Increased
5564
DFC
DB Fitzpatrick & Co
Idaho
$389K +$508K 2 0.36% New
5565
ASW
Astoria Strategic Wealth
Texas
$386K +$27.7K 1 0.15% Increased
5566
HWA
Hillcrest Wealth Advisors
New Jersey
$386K $0 1 0.21% Maintained
5567
LC
Littlejohn & Co
Connecticut
$385K $0 1 0.1% Maintained
5568
MM
Main Management
California
$384K +$36.2K 3 0.04% Increased
5569
CPFP
Clear Perspectives Financial Planning
Ohio
$372K +$183K 3 0.15% Increased
5570
SPW
Surience Private Wealth
Washington
$367K +$377K 1 0.3% New
5571
SAM
Silphium Asset Management
United Kingdom
$367K -$3.23M 1 0.34% Reduced
5572
BHWM
Bay Harbor Wealth Management
Maryland
$366K +$13.5K 4 0.15% Increased
5573
DRS
Deane Retirement Strategies
Louisiana
$362K -$3.41M 3 0.19% Reduced
5574
IP
Innovative Portfolios
Indiana
$361K $0 1 0.84% Maintained
5575
PCM
Polaris Capital Management
Massachusetts
$356K +$43.7K 1 0.01% Increased