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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
5926
CEI
Clark Estates Inc
New York
$4.15M -$695K 4 0.96% Reduced
5927
FIC
Family Investment Center
Missouri
$4.15M +$854K 3 0.69% Increased
5928
CA
Claris Advisors
Missouri
$4.15M -$9.89K 3 1.08% Reduced
5929
SC
Shearwater Capital
Colorado
$4.14M -$132K 2 1.98% Reduced
5930
PFG
Prospect Financial Group
Virginia
$4.14M +$28.3K 3 3.33% Increased
5931
KWM
Kaydan Wealth Management
Michigan
$4.13M -$23.9K 3 1.26% Reduced
5932
AWM
Allen Wealth Management
North Carolina
$4.13M -$173K 3 2.01% Reduced
5933
LHEI
Leo H. Evart Inc
California
$4.13M -$544K 7 3.26% Reduced
5934
VIM
Villanova Investment Management
Pennsylvania
$4.13M -$420K 2 3.91% Reduced
5935
RA
Resolute Advisors
California
$4.12M -$2.87M 5 0.99% Reduced
5936
LRWM
Lord & Richards Wealth Management
Colorado
$4.12M -$46K 5 3.22% Reduced
5937
BFP
Briaud Financial Planning
Texas
$4.1M +$540K 3 1.08% Increased
5938
LWM
Laidlaw Wealth Management
New York
$4.1M -$1.7M 4 11.71% Reduced
5939
MFG
Mainsail Financial Group
Washington
$4.1M +$167K 4 1.39% Increased
5940
UAM
Unifi Asset Management
New York
$4.1M +$2.52M 3 1.63% Increased
5941
OFP
OLIO Financial Planning
Virginia
$4.09M -$214K 3 1.02% Reduced
5942
BBA
Braun-Bostich & Associates
Pennsylvania
$4.09M +$86.7K 3 2.28% Increased
5943
MFA
Millington Financial Advisors
Illinois
$4.09M +$383K 3 1.61% Increased
5944
HIC
Hamrick Investment Counsel
Washington
$4.07M -$5.91M 7 2.7% Reduced
5945
PS
Planning Strategies
Pennsylvania
$4.06M +$4.08M 19 2.53% New
5946
GC
Grizzlyrock Capital
Illinois
$4.06M -$943K 1 2.84% Reduced
5947
OPF
Old Peak Finance
North Carolina
$4.06M +$597K 3 1.96% Increased
5948
JMA
J.M. Arbour
Maine
$4.05M +$166K 3 3.49% Increased
5949
OFA
Oaktree Fund Advisors
California
$4.05M +$3.71M 1 7% New
5950
IJWM
Inman Jager Wealth Management
Mississippi
$4.05M +$202K 3 2.15% Increased