← All themes

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
5776
BWA
Boulder Wealth Advisors
Colorado
$4.7M -$627K 2 1.71% Reduced
5777
AFA
Avant Financial Advisors
Texas
$4.7M -$317K 3 2.93% Reduced
5778
GCM
Gallacher Capital Management
Colorado
$4.7M -$532K 7 2.63% Reduced
5779
AFS
AFG Fiduciary Services
Massachusetts
$4.7M -$10.7M 2 3.66% Reduced
5780
FIA
FNY Investment Advisers
New York
$4.69M +$570K 24 1.69% Increased
5781
AFG
Altiora Financial Group
Ohio
$4.69M -$1.15K 3 0.74% Reduced
5782
BAM
Ballast Asset Management
Texas
$4.69M +$412K 1 1.87% Increased
5783
LWM
Latko Wealth Management
Illinois
$4.68M -$98.6K 2 1.99% Reduced
5784
MWM
Momentous Wealth Management
Washington
$4.68M +$25.3K 4 2.4% Increased
5785
CWA
CogentBlue Wealth Advisors
Tennessee
$4.68M +$141K 3 2.68% Increased
5786
EWM
Echo Wealth Management
Minnesota
$4.68M +$240K 3 2.39% Increased
5787
MBT
Montecito Bank & Trust
California
$4.67M -$51.5K 3 0.7% Reduced
5788
PA
Persium Advisors
Georgia
$4.67M +$853K 3 3.05% Increased
5789
TT
TI-Trust
Illinois
$4.67M +$4.14K 5 2.51% Increased
5790
CFG
Compton Financial Group
Maryland
$4.67M +$92.9K 3 0.9% Increased
5791
RFO
RiverGlades Family Offices
Florida
$4.66M +$1.7M 2 2.14% Increased
5792
MCCM
Morgan Creek Capital Management
North Carolina
$4.66M $0 2 3.14% Maintained
5793
DWM
Defined Wealth Management
Oregon
$4.66M +$135K 2 2.4% Increased
5794
TWM
TSA Wealth Management
Texas
$4.66M +$641K 3 1.32% Increased
5795
BCA
Bay Capital Advisors
Virginia
$4.66M -$137K 3 2.5% Reduced
5796
OAS
Optivise Advisory Services
Tennessee
$4.66M +$251K 3 2.36% Increased
5797
BTIM
BancFirst Trust & Investment Management
Oklahoma
$4.65M +$1.87M 3 1.96% Increased
5798
MJPCFAI
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$4.65M +$167K 4 2.65% Increased
5799
CFO
Colony Family Offices
North Carolina
$4.65M -$377K 2 1.02% Reduced
5800
GCM
Gambit Capital Management
Tennessee
$4.65M +$254K 3 2.71% Increased