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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
SS
Sound Stewardship
Kansas
$580K $0 1 0.38% Maintained
5927
CWA
Continuum Wealth Advisors
New York
$578K +$198K 2 0.37% Increased
5928
TA
Teramo Advisors
Florida
$578K $0 1 0.24% Maintained
5929
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$574K -$54.8K 1 0.07% Reduced
5930
LI
Latash Investments
Alaska
$573K -$2.43M 1 0.41% Reduced
5931
WCP
Welch Capital Partners
New York
$570K $0 1 0.15% Maintained
5932
Investor AB
Investor AB
Sweden
$570K $0 1 0.02% Maintained
5933
DI
Dalton Investments
Nevada
$567K $0 1 0.38% Maintained
5934
LPP
Life Planning Partners
Florida
$563K +$523K 8 0.55% New
5935
M
Mirova
France
$562K +$111K 1 0.12% Increased
5936
APW
Axim Planning & Wealth
Ohio
$562K +$55K 2 0.51% Increased
5937
DMKJ
David M. Knott Jr
$561K -$307K 3 0.21% Reduced
5938
LW
Lauer Wealth
Indiana
$554K -$41.4K 1 0.51% Reduced
5939
CWM
Cadence Wealth Management
Massachusetts
$553K -$75K 1 0.43% Reduced
5940
EC
Elequin Capital
New York
$552K +$567K 4 0.17% Increased
5941
RWM
Rezny Wealth Management
Florida
$545K +$523K 1 0.17% New
5942
AFA
Atlas Financial Advisors
California
$536K -$424K 2 0.88% Reduced
5943
SWA
Sightline Wealth Advisors
Connecticut
$535K $0 1 0.41% Maintained
5944
HNWA
Henrickson Nauta Wealth Advisors
Michigan
$535K +$104K 1 0.26% Increased
5945
AFC
Adaptive Financial Consulting
Ohio
$533K +$185 1 0.28% Increased
5946
FPCG
Forum Private Client Group
Indiana
$530K +$509K 1 0.28% New
5947
WA
Win Advisors
Florida
$528K +$496K 2 0.24% New
5948
OKSA
O'Keefe Stevens Advisory
New York
$527K +$141K 1 0.21% Increased
5949
PFG
Peterson Financial Group
Iowa
$521K +$134K 1 3.42% Increased
5950
HFS
Hoge Financial Services
Pennsylvania
$517K +$496K 1 0.52% New