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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
CAM
Cobblestone Asset Management
Virginia
$1.39M +$25K 1 0.83% Increased
5802
SIMC
Squire Investment Management Company
Utah
$1.38M -$8.71K 1 0.66% Reduced
5803
STCG
Speece Thorson Capital Group
Minnesota
$1.38M -$1.28M 1 0.25% Reduced
5804
PA
Prism Advisors
California
$1.38M -$53.8K 1 0.39% Reduced
5805
AG
Alibaba Group
Hong Kong
$1.38M $0 1 0.29% Maintained
5806
TBC
Tweedy, Browne Co
Connecticut
$1.37M -$60.1K 1 0.07% Reduced
5807
SIS
Susquehanna International Securities
Ireland
$1.37M +$1.11M 2 0.33% New
5808
BIG
Bush Investment Group
Georgia
$1.36M -$22.8K 1 1.09% Reduced
5809
BM
Belfer Management
New York
$1.35M $0 1 21.93% Maintained
5810
CMG
Cavalry Management Group
California
$1.35M +$1.14M 1 6.08% Increased
5811
SCM
Scopia Capital Management
New York
$1.35M $0 1 0.28% Maintained
5812
DC
Darrow Company
Massachusetts
$1.35M +$330K 3 0.79% Increased
5813
ACM
Arlington Capital Management
Illinois
$1.35M +$56.4K 2 1.11% Increased
5814
IWP
Innova Wealth Partners
Pennsylvania
$1.35M -$1.79M 2 1.11% Reduced
5815
SRCM
Signature Resources Capital Management
California
$1.34M -$284K 9 1.23% Reduced
5816
WCP
Welch Capital Partners
New York
$1.34M $0 1 0.3% Maintained
5817
CAAM
Cornerstone Advisors Asset Management
Pennsylvania
$1.34M +$78.6K 1 0.3% Increased
5818
ACA
Ackerman Capital Advisors
Texas
$1.34M $0 1 0.35% Maintained
5819
GWM
Global Wealth Management
New Jersey
$1.34M +$1.3M 2 0.9% New
5820
SWA
Sightline Wealth Advisors
Connecticut
$1.33M +$196K 2 0.73% Increased
5821
IHWM
Iron Horse Wealth Management
Iowa
$1.33M +$96.2K 9 0.45% Increased
5822
FWSM
First Wilshire Securities Management
California
$1.31M -$28.5K 3 0.37% Reduced
5823
GCM
Galibier Capital Management
Ontario, Canada
$1.31M -$89.3K 1 0.3% Reduced
5824
DEM
Disciplined Equity Management
Florida
$1.31M -$59.1K 3 0.83% Reduced
5825
IAA
Ironsides Asset Advisors
North Carolina
$1.31M +$165K 2 0.38% Increased