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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
5726
CFP
Cypress Financial Planning
New Jersey
$4.9M -$283K 3 1.19% Reduced
5727
LWM
LightSquare Wealth Management
Michigan
$4.9M -$44.5K 3 3.38% Reduced
5728
1IA
1620 Investment Advisors
Massachusetts
$4.9M -$59.3K 15 3.03% Reduced
5729
CWL
Causey Wealth LLC
Colorado
$4.89M +$572 2 1.91% Increased
5730
DM
Diker Management
New York
$4.89M -$3.56M 2 3.76% Reduced
5731
LM
Lincluden Management
Ontario, Canada
$4.89M -$84.7K 1 0.48% Reduced
5732
WFP
Wrenne Financial Planning
Kentucky
$4.88M +$159K 2 1.65% Increased
5733
OAM
Oxford Asset Management
United Kingdom
$4.87M -$2.46M 11 2.4% Reduced
5734
KP
Kiltearn Partners
United Kingdom
$4.87M -$235K 1 1.18% Reduced
5735
RP
Riverwater Partners
Wisconsin
$4.87M +$569K 2 1.45% Increased
5736
RHDIC
R.H. Dinel Investment Counsel
California
$4.87M -$86.9K 2 3.74% Reduced
5737
CWM
Chicago Wealth Management
Illinois
$4.86M +$66.1K 2 1.73% Increased
5738
SM
Sensible Money
Arizona
$4.86M -$409K 2 1.29% Reduced
5739
IA
Invested Advisors
Pennsylvania
$4.86M -$151K 3 4.3% Reduced
5740
ITG
Index Technologies Group
New York
$4.85M +$236K 5 3.88% Increased
5741
TWD
True Wealth Design
Ohio
$4.85M +$100K 70 1.15% Increased
5742
2
2Xideas
Switzerland
$4.84M -$2.05M 3 2.08% Reduced
5743
FS
Financial Symmetry
North Carolina
$4.84M +$282K 3 1.61% Increased
5744
RF
Robinswood Financial
Washington
$4.84M -$78K 4 1.39% Reduced
5745
PWMG
Pinnacle Wealth Management Group
Michigan
$4.83M -$332K 3 2.25% Reduced
5746
KFP
Keystone Financial Planning
Ohio
$4.83M -$86.9K 1 1.25% Reduced
5747
MIM
Macroview Investment Management
Maryland
$4.81M -$59.8K 3 2.97% Reduced
5748
FHB
First Hawaiian Bank
Hawaii
$4.81M $0 2 0.61% Maintained
5749
JRSI
Jeter Robert S II
$4.81M -$126K 2 4.61% Reduced
5750
TFCM
Taylor Frigon Capital Management
Arizona
$4.81M +$945K 2 2.25% Increased