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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
SS
Sound Stewardship
Kansas
$590K +$1.39K 1 0.39% Increased
5552
QC
QCM Cayman
Texas
$587K -$368K 3 3.45% Reduced
5553
AC
AIFG Consultants
New York
$586K +$63.1K 1 0.47% Increased
5554
VM
VPR Management
Texas
$585K $0 1 0.15% Maintained
5555
VCM
Voce Capital Management
California
$583K $0 1 1.01% Maintained
5556
QHA
Quarry Hill Advisors
Minnesota
$577K -$4.18K 1 0.52% Reduced
5557
CAAM
Cornerstone Advisors Asset Management
Pennsylvania
$570K -$1.1M 1 0.25% Reduced
5558
WCP
Welch Capital Partners
New York
$567K $0 1 0.16% Maintained
5559
ACM
Anfield Capital Management
California
$565K +$35K 1 0.25% Increased
5560
DMKJ
David M. Knott Jr
$558K $0 3 0.22% Maintained
5561
QAM
Q3 Asset Management
Michigan
$558K -$589K 1 0.27% Reduced
5562
TWP
TFO Wealth Partners
Ohio
$550K -$824K 14 0.12% Reduced
5563
ACM
Altrius Capital Management
North Carolina
$544K +$488K 1 0.16% New
5564
CIM
Cambria Investment Management
California
$541K -$168K 2 0.05% Reduced
5565
SAM
Silverback Asset Management
North Carolina
$540K +$119K 1 0.07% Increased
5566
CCM
CAAS Capital Management
New York
$536K -$1.2M 1 0.04% Reduced
5567
BCM
BCK Capital Management
Connecticut
$529K -$56.9K 1 0.4% Reduced
5568
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$524K +$451K 1 3.06% Increased
5569
MHB
Midwest Heritage Bank
Iowa
$518K +$459K 2 0.39% New
5570
TAM
TFG Asset Management
Cayman Islands
$515K $0 1 0.07% Maintained
5571
MCAI
Members Capital Advisors Inc
Wisconsin
$502K -$5.16M 2 0.51% Reduced
5572
PC
Prairiewood Capital
North Dakota
$502K -$6.32K 1 0.34% Reduced
5573
NHFG
New Harbor Financial Group
Massachusetts
$500K -$244K 1 0.13% Reduced
5574
WS
Wela Strategies
Georgia
$496K -$18.3K 1 0.38% Reduced
5575
AFC
Adaptive Financial Consulting
Ohio
$493K $0 1 0.28% Maintained