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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
5976
QHA
Quarry Hill Advisors
Minnesota
$713K -$12.3K 1 0.48% Reduced
5977
AP
Advisors Preferred
Maryland
$713K +$579K 4 0.11% New
5978
TCM
Twele Capital Management
Minnesota
$710K +$412K 1 0.15% Increased
5979
CFIM
Client First Investment Management
Wisconsin
$702K +$610K 1 0.54% New
5980
BFA
Bluestem Financial Advisors
Illinois
$701K -$10.9K 1 0.33% Reduced
5981
PMIA
Patrick Mauro Investment Advisor
Illinois
$691K +$20.4K 1 0.36% Increased
5982
YMRC
Yorktown Management & Research Company
Virginia
$690K -$283K 2 0.71% Reduced
5983
SA
Sunesis Advisors
Kansas
$690K $0 2 0.42% Maintained
5984
CI
CPR Investments
Michigan
$682K $0 1 0.64% Maintained
5985
EI
Ecofi Investissements
France
$680K $0 1 0.45% Maintained
5986
SW
SVB Wealth
Massachusetts
$680K -$476M 1 0.58% Reduced
5987
YWM
Yardley Wealth Management
Pennsylvania
$677K +$655K 2 0.4% New
5988
SCM
Solas Capital Management
Connecticut
$676K +$684K 1 0.47% New
5989
JSA
Jim Saulnier & Associates
Colorado
$658K +$636K 2 0.64% New
5990
WI
WJ Interests
Texas
$653K +$607K 2 0.29% New
5991
TCM
Tuttle Capital Management
Connecticut
$652K +$348K 2 3.55% Increased
5992
IG
Inherent Group
New York
$651K -$10.7K 1 0.6% Reduced
5993
TF
Theory Financial
Colorado
$651K -$6.2K 2 0.29% Reduced
5994
CWM
Capital Wealth Management
Rhode Island
$647K -$26.6K 1 0.28% Reduced
5995
LCM
Lunt Capital Management
Utah
$640K $0 1 0.3% Maintained
5996
SFG
Socha Financial Group
New York
$639K -$465 2 0.28% Reduced
5997
SI
Schusterman Interests
Oklahoma
$637K -$34.5M 1 1.55% Reduced
5998
ITB
Idaho Trust Bank
Idaho
$637K $0 1 0.31% Maintained
5999
BHWM
Bay Harbor Wealth Management
Maryland
$633K +$30.2K 4 0.21% Increased
6000
FAG
Financial Architects (Georgia)
Georgia
$633K -$104K 1 0.41% Reduced