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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
5801
EA
Evergreen Advisors
Tennessee
$979K +$122K 2 0.32% Increased
5802
PFC
Poplar Forest Capital
California
$976K -$148K 1 0.14% Reduced
5803
NEPPG
New England Professional Planning Group
Rhode Island
$969K +$9.13K 2 0.55% Increased
5804
PVI
Pura Vida Investments
New York
$969K +$808K 1 0.15% New
5805
AIA
Acute Investment Advisory
Arizona
$967K +$150K 1 0.57% Increased
5806
BWL
Beacon Wealthcare LLC
North Carolina
$967K -$462K 1 0.47% Reduced
5807
HPFG
Hart & Patterson Financial Group
Massachusetts
$961K +$914K 2 0.5% New
5808
WTG
West Tower Group
Virginia
$957K -$707K 9 1.94% Reduced
5809
MAS
Madden Advisory Services
Florida
$949K -$230K 1 0.53% Reduced
5810
CIM
Cambria Investment Management
California
$939K +$382K 3 0.07% Increased
5811
VSI
Verde Servicos Internacionais
Brazil
$937K -$10.3M 1 0.37% Reduced
5812
PSA
Plum Street Advisors
Louisiana
$934K +$896K 1 0.62% New
5813
HFS
HBC Financial Services
Washington
$933K +$123K 5 0.63% Increased
5814
SCA
Stuart Chaussee & Associates
California
$932K +$242K 6 0.27% Increased
5815
FWM
Fiat Wealth Management
Minnesota
$927K +$874K 2 11.73% New
5816
SPM
Symmetry Peak Management
Pennsylvania
$926K +$460K 3 0.22% Increased
5817
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$924K $0 1 0.03% Maintained
5818
QEI
QSV Equity Investors
Illinois
$922K +$806K 1 0.9% New
5819
PPW
PACK Private Wealth
Minnesota
$915K -$22.7K 2 0.62% Reduced
5820
BC
Barnett & Company
Tennessee
$909K -$4.62K 1 0.68% Reduced
5821
AAM
Ameraudi Asset Management
New York
$902K $0 1 0.4% Maintained
5822
TDWM
Topel & Distasi Wealth Management
California
$900K -$19.4K 1 0.43% Reduced
5823
AP
Aspect Partners
Virginia
$893K +$841K 9 0.58% New
5824
PWA
Pillar Wealth Advisors
Pennsylvania
$892K $0 1 0.69% Maintained
5825
BM
Belfer Management
New York
$889K $0 1 18.77% Maintained