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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
5901
BWA
BCU Wealth Advisors
Illinois
$930K -$61K 2 0.69% Reduced
5902
NVIM
New Vernon Investment Management
Illinois
$929K $0 1 1.21% Maintained
5903
AA
AF Advisors
California
$925K +$1.81K 2 0.17% Increased
5904
OCM
Ovata Capital Management
Hong Kong
$919K +$564K 1 0.5% Increased
5905
PWA
Pillar Wealth Advisors
Pennsylvania
$918K -$50.9K 1 1.1% Reduced
5906
HNWA
Henrickson Nauta Wealth Advisors
Michigan
$914K +$111K 1 0.39% Increased
5907
FFG
Foundry Financial Group
New Hampshire
$910K -$13K 2 0.63% Reduced
5908
LIWM
Long Island Wealth Management
New York
$908K +$57.3K 1 0.64% Increased
5909
SFSG
Sound Financial Strategies Group
Mississippi
$906K -$457K 2 0.79% Reduced
5910
GCWM
Graham Capital Wealth Management
District of Columbia
$906K +$28.5K 2 1.22% Increased
5911
TB
Treynor Bancshares
Iowa
$900K -$784K 1 0.94% Reduced
5912
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$893K -$2.13M 2 0.08% Reduced
5913
FG
Foresight Group
United Kingdom
$888K +$624K 1 0.47% Increased
5914
HPA
High Probability Advisors
New York
$885K +$373 1 0.16% Increased
5915
SPWM
Straight Path Wealth Management
Michigan
$881K -$529K 1 0.45% Reduced
5916
SCA
Stuart Chaussee & Associates
California
$877K +$16.4K 7 0.24% Increased
5917
CWP
Corepath Wealth Partners
Arizona
$875K +$276K 2 0.92% Increased
5918
RA
Regis Acquisition
Colorado
$874K -$434K 1 0.53% Reduced
5919
CPW
Crestmont Private Wealth
Texas
$874K +$375K 2 0.42% Increased
5920
HA
HFG Advisors
Ohio
$868K -$230K 1 0.81% Reduced
5921
CPG
Custom Portfolio Group
Colorado
$867K -$4.85K 5 0.68% Reduced
5922
IG
Inherent Group
New York
$865K +$3.14M 2 0.76% Increased
5923
KBG
Kahn Brothers Group
New York
$863K -$10.7K 2 0.15% Reduced
5924
TWA
Trellis Wealth Advisors
California
$861K $0 1 0.47% Maintained
5925
FAM
Frontier Asset Management
Wyoming
$857K -$1.28K 2 0.31% Reduced